Weekend Reading

SEC reforms Money Market Funds

October 14, 2016

Q&A on the recent new legislation on money market funds


Dear Clients and Friends,

Over the last several weeks, the news has been discussing new legislation passed regarding money market funds.  As expected, we’ve received a number of questions from our MORWM family of clientele related thereto.  Given the timeliness, we thought it would make a good topic for this weekend’s reading.

IRS Relief for Louisiana Flood Victims

September 23, 2016


IRS Announces Relief for Louisiana Flooding Victims Participating In Retirement Plans


Dear Clients & Friends,


Some Companies are Falling Short on an Environmental Committment

July 18, 2016

We were disappointed to recently read (in Cosmo of all places) about two very popular and well respected companies who have apparently failed to pursue a commitment agreed to years ago. There are a few years left on the clock.  Read, and let us hope that these companies’ commitments are truly aimed at what they can do, instead of what they can say.


Dear Clients & Friends,

Brexit: Disaster, Annoyance, or Opportunity?

June 24, 2016

In summary, we believe, and have been vocal about this for some time, that the effects of the Brexit will be far less substantial than the news media and the European banks are suggesting.


Dear Clients and Friends,

In light of UK’s decision to leave the European Union, we are postponing this weekend’s reading so that we may make a few comments on this topic. They will be brief, and we see opportunity abound.

Recession 2017

May 30, 2016

This weekend’s reading is likely to be among the most important of these letters we write for the remainder of 2016.  Most of you will enjoy learning that we are elevating clients’ portfolio yield yet again. However, it’s important that you understand why, so we can set your expectations for the next 1.5-2 years.


Dear Clients & Friends,

Department Of Labor Ruling

April 25, 2016

A very important new law has been implemented by the Department of Labor which provides new guidance and rules for investment advisors who manage retirement accounts. While some of you may be aware of the vehement opposition to this new law by the large investment banks, we here at MOR Wealth are in full support of this new rule! 


Dear Clients & Friends,


February 19, 2016

Advocates of behavioral finance – sometimes known as behavioral economics or investor behavior – have spent nearly 50 years exploring the investment decisions people make and why they make them.  Simply put, behavior finance is a subset of psychology focusing wholly on how we behave when money is at stake. There are three emotional biases that we want to touch on this week.

Dear Clients & Friends,

Laurence Fink Letter 2016

February 5, 2016