COVID-19 Resources and Updates2020-10-01T20:40:48+00:00

COVID-19 Information

This resource page is intended to provide perspectives regarding COVID-19 and its investment and financial planning implications.

COVID-19 FAQs Recorded Presentation (April 2, 2020)

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Advisor Reflections: Have Your Goals Changed?

Across the country, people have found themselves in changing circumstances, re-evaluating their goals and having to update their financial plans as a result of the pandemic – myself included.

January 6th, 2021|

Business Interruption Insurance: Do You Have A COVID-19 Claim?

COVID-19 has disrupted many businesses in recent months, which may have resulted in unexpected revenue loss and supply chain issues. If you own a company, you may be wondering whether business interruption insurance can help you recover from loss, either now or in the future.

June 30th, 2020|

Advisor Reflections: Working From Home

My wife and I have been both working from home the last three months while our young children are also at home with us. Once it became clear to me that we would be working from home for more than a few weeks, it was important to set up a workspace where I could focus and engage with clients and colleagues in an effective uninterrupted manner.

June 26th, 2020|

Operational Updates

Modera’s physical office locations are closed for the time being, but we remain fully functioning with our staff able to process your servicing needs, and available to address your questions and requests. Our Advisory Team is available and reachable to answer any questions that you may have.

We will post any operational updates on this page regarding COVID-19.

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