Resource Library: Helping you navigate through COVID-19


We know this is a difficult time for you, your family and friends. We want to help. As information about the coronavirus becomes available we plan to update this page with useful resources whether you are an individual or business owner.

First, our team has made a concerted effort to keep you informed on how the coronavirus is impacting markets, our investment approach and your financial plan. We’ve compiled those recent communications here:

For individuals:

About half of the allotted funds are being allocated towards direct cash payments to qualifying taxpayers, and the large majority of the remainder is earmarked for expanded unemployment benefits.

Additional Resources

New: Aging Parent Guide with COVID-19 Update

IRS Extends Rollover Deadline for Waived RMDs

IRA And Retirement Plan Changes In The CARES Act

The CARES Act: Summary of Key Provisions Affecting Employee Benefit Plans

Congress Approves Economic Relief Plan for Individuals and Businesses

Deloitte: COVID-19 Tax Policy Updates

For small businesses:

$350 billion is allocated to loans through the Small Business Administration, $10 billion is earmarked for emergency grants, and the remainder is relief for existing loans.

Additional Resources

NAHB’s COVID- 19 Resources for Contractors

SBA Small Business Loans & Other Resources

Small Business Owner’s Guide to the CARES Act

CDC Guidance for Businesses and Employers

Stuck at home? Your family’s survival guide

We are living in unprecedented times in more ways than one amid the COVID-19 outbreak. In addition to facing financial challenges, many of us are working from home for the first time, assisting children in remote learning and exploring new ways to stay occupied. Check out these resources to help you stay safe, happy and healthy during the stay-at-home period.

Additional Resources

CDC: Mental Health and Coping During COVID-19

TIME: How to Stay Physically and Mentally Healthy while COVID-19 Has You Stuck at Home