Resources for Dealing with the COVID-19 Crisis


Resources from our Advisor Community


IRS Issues FFCRA W-2 Reporting Guidance
USI Insurance Services
For employers with less than 500 employees who provided benefits under the leave program of Families First Coronavirus Response Act (FFCRA), a separate line of identification and reporting is
Seeing, Facilitating, and Assessing Systems Change
Rockefeller Philanthropy Advisors
To make progress on challenging issues of social and environmental problems, strategic funders understand the need to address the systems that maintain and exacerbate them. Drawing on secondary
Returning to Work in the COVID-19 Environment: What it Means for Your Business & Employees
USI Insurance Services
With the lifting and re-evaluation of the "shelter in place" orders amid the COVID-19 environment, it is critical to have a responsible plan when restarting business operations.
A Taxing Dilemma: An Analysis of Liquidating ETFs in Favor of SMAs
As an alternative to ETFs, investors are seeing the value of investing in separately managed accounts (SMAs), which offer diversified, index-like, and customizable exposure. However, what does it
The Future of Real Estate Investing
Several converging factors threaten to upend the status quo in real estate investing, bringing an unprecedented revolution that is forcing both investors and asset managers to reexamine their beliefs
The Materiality of Sustainability for Investors
Cambridge Associates
Sustainability means having durability, and it is increasingly material to investment return. While looking at the widest range of material financial and sustainability inputs, investors should give
Bank Loans vs. High Yield: Is One Safer Than the Other?
Marquette Associates
Historically, bank loans and high yield have traded off in terms of which protected better in market downturns. But in light of this unprecedented pandemic crisis, it is very sound and well-grounded
Do Market Losses Make Now a Good Time for Portfolio Changes?
Can a pandemic-induced market downturn become an opportunity for investors looking to modify their portfolios? Learn how constructive changes, including going from ETFs to tax-managed SMAs, can
How and When to Plan for the Sale of a Business Amid the Pandemic
The current economic downturn has many business owners rethinking their transition plans and exit strategy. It may feel counterintuitive amid the COVID-19 pandemic, but now is a good time to consider
COVID-19 Family Office Webcast: Digesting the Financial Impact to Family Offices with Operating Businesses
While many are still managing the COVID-19 crisis, post-COVID-19 action plans are starting to take shape. Our discussion focuses on unpacking recent tax law changes and the impact on a family office