News about COVID-19 (the Coronavirus) continues to capture headlines, cause uncertainty in the markets, and create concern within our community. We’ve created this page to provide you with reliable resources and communications during this difficult time.

For questions or concerns, please email us at info@serafinifinancial.com

Serafini Financial Group Contact Updates:

We are actively monitoring the situation and taking steps to ensure the health and well-being of our staff. In particular, we are listening to guidance from the Centers for Disease Control (CDC) and World Health Organization (WHO) to ensure that our office environment is clean and sanitized. We’re also practicing social distancing and using technology, including phone calls and videoconferencing, to allow us to minimize in-person interactions during this unprecedented time.

The following are the options we are currently recommending that clients use to communicate with us:

• Investor360°® Messages – Many of you utilize the Investor360°® platform to access information on your portfolio. If you have not yet used the “Messages” tab, we would encourage you to take advantage of this secure method of communicating with us during this time.
• Email – This method of communication is extremely effective for us in communicating timely updates to clients and we are committed to providing regular updates moving forward.
• Phone – We continue to staff our phone systems and would welcome your call. If for any reason we are unable to immediately answer your call, please leave us a message and we will return your call promptly.

Conference Calls/Webinar Replays

• Student of the Market Webinar Presented by BlackRock Investments LLC – 4/3
• Investment Market and Economic Responses to COVID-19 – 3/28

Market and Economic Perspectives

• Early Signs Suggest Reopening Going Better Than Expected – 5/27
• *Video* Coronavirus Update from Commonwealth CIO Brad McMillan – 5/15
• Pandemic Slowing, Economy Reopening, and Markets Reassessing – 5/15
• Are the Coronavirus Risks Receding? – 5/11
• Coronavirus Update: Are We on the Way Back to “Normal”? – 5/1
• Coronavirus Video Update from Commonwealth CIO Brad McMillan – 4/17
• Coronavirus Update: April 9, 2020 – video by Brad McMillion, CFA, CAIA,MAI  
• Does the Latest Coronavirus Data Reveal the End Is in Sight? – 4/9
• Soaring Unemployment Signals First Wave of Economic Damage – 3/26
• How Is Recent Volatility Affecting Money Market Funds? – 3/26
• What the Stimulus Package Will (and Won’t) Do for the Economy – 3/25
• Will the Coronavirus Take the Economy Back to 2008? – 3/23
• Market Volatility and Your Investing Strategy: Should You Stay the Course? – 3/23

Legislation – News and Guidance

• Unemployment Benefits Under the CARES Act – UPDATED – 5/1
• Avoiding the Unintended Tax Consequences of the 529 Plan Refund – 4/24
• How the Expanded EIDL Program Can Help Your Small Business – 4/14
• What You Need to Know About “Recovery Rebates” Under the CARES Act – UPDATED – 4/13
• Retirement Account Rule Changes Under the CARES Act – 4/7
• Health Insurance Resources for Laid-Off Workers – 4/7
• The Paycheck Protection Program: Offering Financial Support for Small Businesses – 4/6
• The CARES Act Student Loan Relief Options: Who Benefits and How? – 4/3
• Families First Coronavirus Response Act: FAQs for Workers – 4/2
• The CARES Act 2020 RMD Waiver: What You Need to Know – 4/1
• Mortgage Relief and Refinancing Opportunities in the Wake of COVID-19 – 4/1
• How Your Assets Are Protected: Explaining the Insurance Coverage Maze – 4/1
• Q&A: Understanding the New CARES Act – 3/31
• Recent Government Initiatives in Response to COVID-19 – 3/25

Planning Opportunities

• Wealth Transfer Strategies in Depressed Markets – 4/23
• Tax-Savings Opportunity for NQSO Holders – 4/13
• The Importance of Estate Planning in a Health Crisis – 4/1
• Roth IRA Conversion Fact Sheet – 3/26

Technology and Information Security

• Is the Coronavirus a Threat to Your Information Security? – 4/28
• Scam Alert! Protecting Yourself and Your Finances – 4/1

Trusted Resources

Centers for Disease Control (CDC):

• Coronavirus Disease Situation Summary
• Key Facts About Seasonal Flu
• Preventive Steps

World Health Organization (WHO):

• Coronavirus Disease Outbreak
• Seasonal Influenza

State Health Department Websites:

• List of all the State Health Departments in the US