COVID-19 Updates
TAKING CARE OF OUR CLIENTS, TAKING CARE OF EACH OTHER, TAKING CARE OF OUR COMMUNITY.
Like you, we are hopeful for the best but taking every precaution and measure as we weather this storm together. During this critical time in our history, please know that we are fully able to provide the same service, support and accessibility that you have come to expect from MAI, while doing our best to keep our colleagues and their families safe and healthy.
Our responsibility as our clients’ fiduciaries is to ensure that we effectively continue our role, regardless of the circumstances. All processes and operations are in place and fully functional. So while life has certainly been unpredictable and turbulent, our goal to provide exemplary service, consistent responsiveness and comfort to our clients and their families remains our top priority.
We have created this special webpage as a resource for our clients and friends. At this point in time, prompt and accurate information is the best way to remain healthy and strategically proactive in this ever-changing environment – we are here to provide that to you.
Please call with your questions or concerns. We are confident that, together, we will prevail!
MAI COVID-19 Library
- MAI Featured in Cleveland Jewish News - Wealth adviser recommends not letting COVID-19 alter plans - October 22, 2021
- MAI Featured in Barron's - How Advisors Helped Small Business Owners Survive and Thrive Amid Covid - May 11, 2021
- COVID-19 Tax Update: State-by-state payment reference guide - March 26, 2021
- American Rescue Plan Act Provides Relief to Individuals and Businesses - March 16, 2021
- Financial Planning Tips For Every Age Group - January 27, 2021
- COVID-19: Vaccine Update with University Hospitals - December 21, 2020
- The Road Ahead - 11 Speculations for 2021 from MAI Capital’s Chief Equity Strategist - December 17, 2020
- Caring For Aging Parents During a Pandemic - October 16, 2020
- MAI Featured in StarTribune - Need is great, so it's more important than ever to give what you can - September 12, 2020
- Charitable giving activity surges amid the pandemic: How a giving strategy can complement your larger financial plan - August 21, 2020
- ESG investing is gaining popularity: Here's what you need to know - August 6, 2020
- July 2020 Market Update Video featuring John Zaller and Chris Grisanti - July 30, 2020
- MAI Featured in Financial Advisor Magazine - New Tax Breaks Can Help Affluent Clients Use Investments For Giving - July 20, 2020
- Riding out the pandemic? Here are four things you should be doing right now - July 7, 2020
- MAI Featured in Financial Advisor Magazine - Pandemic Relief Figures Big In Clients' Midyear Tax Moves - June 22, 2020
- MAI Featured in The Wall Street Journal - U.S. Stocks End Higher as Retail Sales Rebound - June 16, 2020
- June 2020 Market Update Video featuring CIO John Zaller - June 10, 2020
- MAI Featured in Reuters - US STOCKS-Tech stocks boost Nasdaq as recovery optimism prevails - June 4, 2020
- Economic Stimulus Relief in Response to COVID-19 - May 20, 2020
- MAI Featured in Financial Advisor Magazine - Charitable Donors Get New Perks From CARES Act - May 18, 2020
- Business Owners and COVID-19 - May 8, 2020
- May 2020 Market Update Video featuring CIO John Zaller - May 6, 2020
- MAI Featured in The Wall Street Journal - U.S. Stocks Tick Modestly Lower - April 28, 2020
- MAI Featured in Financial Advisor Magazine - How Clients Can Take Advantage of Extended Tax Deadlines - April 27, 2020
- Why young adults should invest with a plan - April 23, 2020
- Rick Buoncore featured on Yahoo! Finance - April 16, 2020
- What Americans Need to Know About the COVID-19 Relief Package - April 16, 2020
- State-by-state payment reference guide - April 14, 2020
- What’s the effect on my RMD? - April 9, 2020
- Florida’s electronic execution of estate planning documents - April 7, 2020
- Leadership Insights: Staying connected while working remote - April 6, 2020
- April 2020 Market Update Video featuring CIO John Zaller - April 3, 2020
- Rick Buoncore featured in Financial Advisor IQ - March 30, 2020
- COVID-19: MAI Health and Wealth Update with University Hospitals - March 24, 2020
- MAI Featured on Cheddar TV - 10-Year Treasury Tumbles to New Low - March 9, 2020
Additional Resources
- U.S. Department of the Treasury - Paycheck Protection Program Loans FAQs - July 29, 2021
- Forbes - 10 Financial And Estate Planning Matters To Think About During This Crisis - March 19, 2020
- Charity Navigator - Your Guide To Intelligent Giving
- IRS - Coronavirus Tax Relief
- U.S. Department of the Treasury - The CARES Act Provides Assistance to Small Businesses
Health Information
- Webcast with University Hospitals leaders about COVID-19 - November 9, 2021
- Coronavirus (COVID-19) - official site
- Centers for Disease Control
- World Health Organization
By clicking on the above links, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.