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
Creative Projects to Capture Memories and Get Organized
Many of us have been self-isolating now for nearly two months. Some of us are feeling the desire to maximize this time to devote to projects that will yield long-term benefits. What can you do to take advantage of this time? Are there some projects that are both easy and productive?Here are a few projects that may be interesting to you. We’ve come up with few ideas to help you share information, memories and stories with those you love for future generations, as well as get organized for the unforeseen.
Giving Back Amid a Crisis
One of Modera’s core values has always included supporting our local communities. We are aware that many people are and will continue to be affected by COVID-19, and we want to do our part
COVID 19 Planning Topic – School Refunds and Student Loan Relief
With so much information being shared at this time, we wanted to make sure you did not miss two very important issues related to educational funding that apply to anyone who 1) paid tuition for the spring 2020 semester out of a 529 account or 2) has student loan debt. Feel free to forward this to others in your life whom it may apply to.
The ‘Three R’ Approach to Managing Financial Stress
If you are feeling stressed about your finances lately, you’re not alone. According to a recent study by the National Endowment for Financial Education, nearly 9 out of 10 participants reported that that they were feeling more financial stress as a result of COVID-19.
Forbes: How These 19 Founders And CEOs Are Leading During The COVID-19 Crisis
Modera CEO, Tom Orecchio, was quoted in this Forbes article about leadership during the COVID-19 crisis.
How the CARES Act Helps the Disability Community Affected by COVID-19
With a pandemic affecting the country, times have become even more uncertain for those who have a disability or other medical condition.
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.