Jon Asmundsson

2 weeks ago | thinkadvisor.com | Jon Asmundsson

What is a high deductible health plan for purposes of an HSA? Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)? Is the value of employer-provided coverage under accident or health insurance taxable income to an employee when the coverage is provided for the employee’s spouse, children or dependents? What are the penalties for failing to comply with the FBAR filing requirements? What are the payment options that must be made available to employees on FMLA leave?

2 weeks ago | news.bloomberglaw.com | Jon Asmundsson

Unlike most other US public retirement plans of its size, the Tampa Fire & Police Pension Fund doesn’t invest in hedge funds, private equity or private credit. It doesn’t hire consultants to help it pick outside managers. Instead, for the past 50 years, its investments in stocks and bonds have been overseen by a single manager, Bowen, Hanes & Co., a nine-person firm led by Harold “Jay” Bowen III.

2 weeks ago | bloomberg.com | Jon Asmundsson

Jay Bowen at his home in South Carolina. (Bloomberg Markets) -- Unlike most other US public retirement plans of its size, the Tampa Fire & Police Pension Fund doesn’t invest in hedge funds, private equity or private credit. It doesn’t hire consultants to help it pick outside managers. Instead, for the past 50 years, its investments in stocks and bonds have been overseen by a single manager, Bowen, Hanes & Co., a nine-person firm led by Harold “Jay” Bowen III.

2 weeks ago | news.bloombergtax.com | Jon Asmundsson

Unlike most other US public retirement plans of its size, the Tampa Fire & Police Pension Fund doesn’t invest in hedge funds, private equity or private credit. It doesn’t hire consultants to help it pick outside managers. Instead, for the past 50 years, its investments in stocks and bonds have been overseen by a single manager, Bowen, Hanes & Co., a nine-person firm led by Harold “Jay” Bowen III.

2 months ago | bloomberg.com | Jon Asmundsson

From left: Abhinav Chadha, Bryan Brinkley, and Fanny Yung of FHLB San Francisco(Bloomberg Markets) -- How do you stay on top of market perceptions of risk for the companies you care about? A systematic way to do it is to create a composite index of market and quantitative risk indicators. The right combination of fundamental data and trading signals could alert you early to adverse developments at companies that warrant further investigation.