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In what feels like a distant memory, the first quarter of 2020 began on a positive note, with the S&P 500 rising to a record high on February 19. Markets quickly retreated as investors digested the impact of COVID-19 on the global economy. The S&P 500 plummeted, losing 34% in 23 trading days, the fastest decline of that magnitude in history...

The Alternatives Landscape provides a broad overview of the current environment for the primary alternative asset classes: hedge funds, private equity, private credit, real assets, and real estate. The landscape begins with a look at the broad hedge fund universe, which saw managers in higher beta-oriented strategies generating the best returns.

The COVID-19 pandemic has caused investors around the globe to ditch risky assets in favor of safer alternatives. Many have looked to gold as the place to park capital in hopes that the commodity will gain value during the current market rout. Gold is viewed as a safe haven, expected to deliver a degree of protection when equity markets become more...

In periods of market stress and heightened uncertainty, it can be difficult enough to take the plunge and rebalance, much less overweight risky assets like equities. In this webinar, Margaret Chen moderates a discussion with Celia Dallas and Kevin Rosenbaum addressing when the right time to rebalance is, and our approach to using multiple lenses to...

The COVID-19 pandemic has caused significant burdens for employers and employees alike. While some businesses struggle to survive, others are fortunate enough to be in a position to help employees as they face hardships created by the crisis. Many employers in the latter category are looking for ways to best help employees who are facing financial ...

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in the U.S. on March 27, 2020. The legislation has brought about sweeping changes meant to provide relief to individuals and businesses. As part of the CARES Act, certain changes were made with respect to tax benefits to incentivize charitable giving.

In light of COVID-19 and state and local stay-at-home orders, many businesses have greatly increased the number of remote workers. Firsttime remote workers—and some seasoned remote workers—need to be aware of hidden pitfalls in the gadgets and apps they are using while working from home.

It is an unfortunate reality that in trying times some people will attempt to take advantage of situations for personal gain. Be alert to scams including (1) phishing emails that purport to provide help or solutions to the coronavirus/COVID-19 situation, but are actually intended to induce a click that leads to ransomware, (2) price gouging, and (3...

By governmental command or voluntary decision, businesses of all kinds have been altering or limiting operations or closing their doors entirely. Often the business decisions are made apart from any thought of the potential insurance implications. In particular, businesses with commercial property insurance policies may not have been considering wh...

The U.S. Department of the Treasury released a set of frequently asked questions late on April 6, 2020, to clarify several issues with Paycheck Protection Program loans. These FAQs present the SBA’s interpretation of several provisions of the program, in some cases contradicting interpretations from banks, lawyers, and other advisors. A summa...

The question of how to structure a trust is of increasing importance, particularly in light of recent trends, including the expected ruling in North Carolina Dept. of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust. One key decision that families and their advisors have regarding long-term trusts is whether to establish a single pot trust ...

Estate planners and advisors will need to contemplate the political climate in an election year, particularly given certain political opposition to the extensive changes made by the Tax Cuts and Jobs Act of 2017. Key considerations and trends that provide planning opportunities in 2020 and beyond include strategies to utilize the increased federal ...

In this collection of insights and ideas, learn about the strategies for managing and leading through the COVID-19 crisis. The insights will help you lead through and beyond the crisis, dealing with the immediate issues and looking toward the opportunities for recovery. Topics include leadership, cost optimization, virtual learning, talent manageme...

As of the week of April 6, there continue to be diverse opinions among leaders within the United States on which policies and procedures will provide both a safe environment for employees and allow productivity to return to levels that are closer to those generated before the COVID-19 crisis. This Executive Summary provides an overview of the initi...

The average household leak can account for nearly 10,000 gallons of water wasted every year, according to the Environmental Protection Agency. The good news is that water damage losses can be prevented or easily mitigated by installing water detection devices in your home.