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)
Articles
Citywire: Advisors React to the $1.9tn Stimulus Package
What will the huge stimulus act, which President Joe Biden signed into law last week, mean for individuals, markets and the economy? George Padula shares his views.
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.
The Wall Street Journal: Roth IRA Conversions: What You Need to Know
Modera’s Michael Gibney shares perspectives in this article about Roth IRA conversions. Many investors took advantage of the pandemic-induced market decline early this year to do big Roth IRA conversions. Learn how Roth IRA conversions work and who can benefit from them.
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.
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.
Important Information For Small Businesses Impacted By COVID-19
Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult business conditions and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
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.