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COVID-19 coronavirus cases in New York state 3/12/20
Jessica Mathews
March 12, 2020 2:19 PM

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

3 Min Read
IRS headquarters in Washington, D.C.
Jeff Stimpson
March 12, 2020 1:57 PM

Notice 2020-15 clarifies what Covid-19 expenses can be covered from HSAs.

1 Min Read
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Brad Finkelstein
March 12, 2020 1:41 PM

Companies in the mortgage business were already focused on processing a lot of loans and generating efficiencies before the latest uptick in business hit.

2 Min Read
March 12, 2020 12:34 PM

The stock market plunge amid the COVID-19 pandemic increases the risk of a revenue shock for California and other states that depend on capital gains taxes.

6 Min Read
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By Glen Fest
March 12, 2020 12:30 PM

Wells Fargo reports senior bondholders still hold significant protections against a worldwide slowdown in travel or a decline in aircraft values despite the reclassification of the global coronavirus outbreak as a pandemic.

1 Min Read
March 12, 2020 11:49 AM

“Anybody who’s having an event between now and May is considering what to do about it,” said Mike Nicholas, CEO of the Bond Dealers of America.

5 Min Read
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Glenn McCullom
March 12, 2020 11:17 AM

Paradoxically, mortgage rates actually increased this past week, even as the 10-year Treasury yield plumbed new depths, likely because lenders are too busy to handle the influx of applications.

2 Min Read
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John Hallacy
March 12, 2020 9:57 AM

Michael Zezas, managing director of research at Morgan Stanley, notes that muni yields have not fallen as quickly as the Treasury equivalents and recession risk climbs the longer the coronavirus persists. Layer on top of those items the incipient oil competition and quite a storm is brewing. Even liquidity is becoming "disorderly." John Hallacy hosts.

1 Min Read
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Aaron Passman
March 12, 2020 9:56 AM

More than six industry events have been cancelled or put on hold in five days, with more likely to follow.

1 Min Read
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Paola Peralta
March 11, 2020 6:35 PM

“Find ways to generate income,” says one financial planner.

1 Min Read