What if I told you that instead of paying $20,000 in state taxes, you could donate $20,000 to charity and pay only $2,000 in taxes?

Many of you are scared right now, rightfully so. Therefore, I think a little context will help….

The theme for Earth Day 2025 is “Our Power, Our Planet.” Our clients are showing up for our planet - here's how...

Dear Clients and Friends, Given the recent market turmoil, I want to reiterate some strategies that we at MORWM consider when bear...

We’ve chosen 3 topics that we feel are the most significant to the current investment climate. They are: 1) Tariffs, 2) Immigration, and 3) Nationalism. You’re probably thinking, “How can you possibly leave politics out of those topics?” Well, watch how we do it…

Emotions drive the markets in the short run. Economics drive the markets in the long run.

If earnings continue to surprise to the upside, it could justify the current valuations, but...

Inspiration to give a little more (or a little more deliberately) this holiday season

Welcome to post-election madness...

Discos, dogs and race car drivers...we have it all!

The wheels are on the ground. What's next?

Dear Clients & Friends, Before we get into this Weekend Reading, let us acknowledge our excitement about the upcoming long weekend. While...

Arbor Day Trivia, Paperless Delivery and More!

After taking a break from our weekend readings, we are back. Today we are going to bring everyone back up to speed starting with last...

Dear Clients and Friends, The Philly MORWM crew is celebrating Giving Tuesday by spending the afternoon with one of our favorite...

Dear Clients and Friends, It’s almost Thanksgiving, and we’re feeling grateful for our wonderful MORWM community. Thank you for...

Thank you so much for your responses to the Halloween Contest - we received so many amazing photos - it was hard to decide! Now for the...

Dear Clients and Friends, Charitable giving is an important aspect of your financial plan, especially here at MOR Wealth Management....

Dear Clients and Friends, Winston Churchill beat me to the punch with his well-timed quote, “Never Let a Good Crisis Go to Waste.” While...

Dear Clients & Friends, For this Weekend Reading, we’re updating everyone on some material changes to Health Savings Accounts and student...