Weekend Reading

May Market Risk Update

Dear Clients & Friends,

Trump Tax Plan

April 30, 2017

Trump Tax Plan: Less than Half a Page Long and Very Short on Details


Dear Clients & Friends,


Rock to the Future and Earth Day

April 21, 2017

This weekend, no economics or politics - just Rock & Roll and Mother Nature



Dear Clients & Friends,

Tonight, MOR Wealth Management is sponsoring the 4th annual Music For All Ball.  And tomorrow is Earth day!  Insomuch as we are excited for both events this weekend, let us ignore all of the economic and government-related chaos, and turn our attention to the good that is in us all, or at least the good inherent in you, our MORWM family, and likeminded people.

April Market Risk Update

April 14, 2017

April Market Risk Update



Dear Clients and Friends,

Though we usually do not have time to craft many creative weekend essays during the depths of tax season, we certainly don’t want to skip our monthly risk update. I promise to author more interesting letters after my week-long nap following this season. J  For today, however, let’s look at our risk and market related update because I think we can all agree that, whether it be politics or economics, risk is rising. 

Laurence Fink 2017 Letter to CEOs

March 26, 2017

"...shared economic security can only be achieved through a long-term approach by investors, companies and policymakers." -Laurence Fink



Our weekend reading presented to you by Daniel Levinson, Financial Planning Associate…


Dear Clients and Friends,

Important Tax "Stuff"

February 24, 2017

For this weekend reading, we are going ultra-important, albeit knowingly ultra-boring.



Dear clients and friends,

For this weekend reading, we are going ultra-important, albeit knowingly ultra-boring.

February Market Risk Update

February 17, 2017

As I contemplate risk in consideration of the measures that we like to use, I find myself particularly frustrated this month…


Dear Clients and Friends,

For this weekend’s reading, we send out our monthly market risk update.

Global Trade

February 4, 2017

Trump’s world: to Trade or Not to Trade



Dear Clients and Friends,

New Year's Resolution

January 4, 2017

Being a closet tech-geek I wanted to share this New Year’s resolution article written by our CFN technology team referencing a few technologies that may assist in tracking personal spending more diligently. 

Dear Clients & Friends,

Giving with a Purpose: A Holiday Shopping Guide that Gives Back

December 2, 2016

If you are anything like me, chances are you have struggled with gift-giving at some point in your life. The MOR Wealth Management family brainstormed the following list of websites that allow for easy browsing and a variety of gift ideas that also give back to society in some way. These truly are gifts you can feel great giving. Purchases from the following websites all give back to the community and are appropriate for many occasions, including the holidays.


Dear Clients and Friends,