Liquid Strategies Insights & Commentary

Megan Delaney

Megan Delaney
Megan joined Liquid Strategies in 2018 and serves as Marketing Director, focusing on the overall marketing and growth of the firm.

Recent Posts

The Rise of Robinhood

Author: Megan Delaney

 

There have been many investment apps that have come out over the past few years but none have achieved quite the notoriety of Robinhood in the wake of COVID-19. While many investors sat on the sidelines during the coronavirus downturn, millennials saw an opportunity. Aided by zero commissions and fractional trades, some major online brokers like Charles Schwab, TD Ameritrade, Etrade and Robinhood saw new accounts grow as much as 170% in the first quarter. Young investors took the opportunity to buy technology stocks they were already familiar with, driving the rebound led by tech stocks in March.

 

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Overlay Shares Large Cap Equity ETF Crosses $100 Million in Assets

Author: Megan Delaney

 

ATLANTA — September 15, 2020 — Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced today the Overlay Shares Large Cap Equity ETF (OVL) has crossed $100 million in assets under management since it began trading on the NYSE Arca in October. OVL attaches an income overlay to a passively managed index ETF, aiming to generate income and boost yield.

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Why Novavax?

Author: Megan Delaney

 

In a previous blog post, we discussed how a potential coronavirus vaccine would affect the market. In July, both Pfizer and a lesser-known company, Novavax, were both awarded almost 2 billion dollars in funding from the government, with the the government placing orders for 100 million doses if the vaccine proves effective. The vaccine would be made available to Americans at no cost, but it’s unclear how they will determine who would receive the first doses of the vaccine and how the decision would be made.

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Topics: COVID-19, coronavirus, vaccine

Overlay Shares Core Bond ETF Crosses $100 Million in Assets

Author: Megan Delaney

 

Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced the Overlay Shares Core Bond ETF (OVB) has crossed $100 million in assets under management since it began trading on the NYSE Arca in October. OVB aims to generate income by attaching an income overlay to a passively managed index ETF in order to boost yield. OVB can serve as a standalone investment solution or as a building block for combined asset allocation.

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How a Potential Vaccine Affects the Market

Author: Megan Delaney

 

If there’s one thing we can all agree on in the age of coronavirus, it’s that we cannot stay shut down forever. Sooner or later we will have to reopen, and many states have already started that process with mixed results. People want to feel safe as they come out of isolation and venture back into the world, and even with social distancing, masks and testing, many of us will not truly feel safe until a vaccine is developed.

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Topics: Overlay, Volatility

COVID-19 & Its Effect on the Market

Author: Megan Delaney

 

Since January, China has been in the grip of the COVID-19 (coronavirus) outbreak. What started as a flu like virus in the Chinese city of Wuhan quickly spread, and at the time of this blog post there were over 75,000 confirmed cases and over 2,000 deaths. While this strain of coronavirus is not necessarily considered a death sentence, it is highly contagious and has quickly spread amongst the population, reaching into over 30 countries including the United States. The virus currently shows signs of up to a 24-day incubation period and carriers can be contagious even before they begin to show symptoms. As it spreads to different continents and countries, what does this mean for the global market?

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Topics: Overlay

Overlay Shares ETFs Cross $200 Million in Assets Since October Launch

Author: Megan Delaney

 

ATLANTA—February 18, 2020 —Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced today the recently launched ETF “Ovals” have surpassed $200 million in assets under management since they began trading on the NYSE Arca in October. Access to overlay strategies has traditionally been reserved for ultra-high net worth individuals and institutions through separate accounts. Ovals are breaking down those barriers by packaging index ETFs with an active overlay focused on enhancing income into an easily accessible investment option for all investors.

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Topics: Overlay, ETF

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