Showing Results 241 - 250 of 1341
Contact an Advisor thank you
Contact Us
Contact Us - Wealth
Context Summits 2022
Corrugated Transactions
Courtney Haynes
Courtney Haynes leads the investor and consultant relations and business development team and is responsible for distribution of the firm’s investment capabilities to investors and investment consultants Courtney joined the firm in 2006 as an investment professional Prior to joining Mesirow she was a capital markets associate at Aquion Partners Previously she was an investment banking analyst in…
COVID-19, Economy and FX: Past, Present and Future
Analyzing pandemic economic effects and foreign exchange rate movements, Abstract This paper offers an extensive analysis of the economic impact of COVID-19 and the effects of the pandemic on several currencies We then explain a predictive model that utilizes COVID-19 indicators to generate FX trading signals Over a portfolio of 28 currency pairs the model applies a simple linear regression to the number of daily new COVID-19 cases in each country to mainly short the…
COVID-19, Economy and FX: Past, Present and Future
COVID-19 higher education refunds
If you receive a refund or partial refund of money paid for the spring semester of 2020 there is a potential tax risk if these costs were paid for using withdrawals from 529 College Savings Plans, The IRS could recharacterize the refunded amounts as taxable distributions since these funds aren’t being used for qualified educational expenses These taxable distributions would incur a 10% penalty and income taxes on the earnings portion of the distribution while the distribution of principal would be subject to the 10% penalty (no income taxes are due on a return of principal, To avoid a taxable distribution 529 account owners have two options, Pay for other qualified higher education expenses incurred by the beneficiary in the same calendar year Recontribute the refunded amount into the 529 account The amount recontributed cannot exceed the amount of the refund For refunds between February 1 and May 16 2020 the IRS has extended the time to recontribute funds to the greater of 60 days or July 15 2020 Please consult with your tax or…, Mesirow does not provide legal or tax advice, Past performance is not indicative of future results The views expressed above are as of the date given may change as market or other conditions change and may differ from views express by other Mesirow associates This is not a solicitation to buy or sell the securities mentioned Do not use this information as the sole basis for investment decisions it is not intended as advice designed to meet…
COVID-19: The firm’s response
At Mesirow the safety and wellbeing of our clients and prospects our employees and extended community of corporate partners is always our primary concern As the COVID-19 pandemic continues to unfold our goal is to ensure timely updates so you remain fully informed Our Executive Leadership and Response Team are closely monitoring this fluid situation and continue to execute on our coordinated…, One Medical, Mesirow recently partnered with One Medical to provide employees spouses and dependents with complimentary One Medical memberships The membership includes access to concierge-level services same-day appointments convenient on-site lab testing and a wide range of mental & emotional wellbeing support and programming In response to COVID-19 our partnership also includes guidance on how to safely…, Remote Work Capabilities, In response to COVID-19 remote working arrangements were launched to assist employees in certain situations where they may require a temporary accommodation enabling them to work from home for a specified period, Loyola Medical Speaker Series, Mesirow partnered with clinical psychologists from Loyola Medical to develop a series of webinars covering emotional and mental wellbeing topics including stress management healthy lifestyle behaviors and nutrition and a guided meditation and mindfulness practice