Matthew Ramer
- Dec 13, 2019
December Market Risk Update
Dear Clients & Friends, It’s time for our monthly risk update. Not much has changed since last month, except that the President wants to...
Gloria Hang
- Nov 27, 2019
4th Annual MORWM Giving with Purpose
Dear Clients and Friends, This Thanksgiving Weekend we give you our fourth annual Giving With Purpose Holiday Shopping Guide. The MOR...
Matthew Ramer
- Nov 23, 2019
The Wealth Tax
Dear Clients and Friends, There has been a lot of talk recently about the “wealth taxes” that have been proposed by a few of the...
Matthew Ramer
- Nov 17, 2019
Ever Heard of FOMO?
Ever heard of FOMO? “Fear of missing out.” Because we think mutual fund managers are suffering from that ailment at this very moment!!...
Matthew Ramer
- Nov 9, 2019
November 2019 Market Risk Update
Dear Clients & Friends, It’s time for our monthly market risk update written by our good friend Brad McMillan. I also want to give a...
Daniel Levinson
- Oct 25, 2019
529 vs. UTMA
Dear Clients and Friends, As the fall weather sets in, leaves begin to turn, and pumpkins and ghosts begin popping up everywhere, we...
Matthew Ramer
- Oct 12, 2019
We're Back!
Dear Clients and Friends, After taking a few weeks off from our weekend reading reading, we’re back! We had taken a few weeks off in...
Matthew Ramer
- Aug 30, 2019
August 2019 Market Risk Update
Dear Clients & Friends, It’s that time of month for Market Risk Update from our good friend Brad McMillan. My intro this week will be...
Matthew Ramer
- Aug 19, 2019
Yield Curve
Dear Clients & Friends, There has been a lot of talk recently about “the yield curve” and, more specifically, an “inverted” yield curve. ...
Matthew Ramer
- Aug 5, 2019
Don't Leave Home Without Us
Dear Clients and Friends, I’d like to tell you a short story regarding an unfortunate and poorly timed tax bill that a client of ours...
Matthew Ramer
- Jul 29, 2019
CBO's Minimum Wage Report
Dear Clients & Friends, The Congressional Budget Office (CBO) recently released new research regarding a potential rise in the federal...
Matthew Ramer
- Jul 18, 2019
July 2019 Market Risk Update
Dear Clients & Friends, It’s the time of the month for monthly risk update for which we turn to our good friend Brad McMillan. Once per...
Matthew Ramer
- Jun 21, 2019
June 2019 Market Risk Update
Dear Clients and Friends, It’s that time of month when we explore the monthly market risk update with our good friend Brad McMillan. To...
Matthew Ramer
- Jun 14, 2019
My Wallet Seems Thin
Dear Clients & Friends, This week’s topic may appear to be geared towards the children of our clients, such as young professionals and...
Matthew Ramer
- May 31, 2019
Beyond Tariffs
Dear Clients & Friends, The Tariff War has taken center stage as of late, so we thought we’d discuss why economists and financial...
Matthew Ramer
- May 17, 2019
Tech & Texting Update
Dear Clients and Friends, Over the years, there have been many updates to the legal requirements regarding written communication between...
Matthew Ramer
- May 11, 2019
Weekend Welcome -- Elizabeth Lumbangaol
Dear Clients & Friends, It gives me great pleasure to introduce the newest member of our MORWM family to all of you: Elizabeth...
Matthew Ramer
- May 6, 2019
Trees
Dear Clients & Friends, Last week, we celebrated Arbor Day. Well, perhaps we recognized that Arbor Day was upon us; we didn’t...
Matthew Ramer
- Apr 13, 2019
April 2019 Market Risk Update
Dear Clients & Friends, It’s time for our monthly Market Risk update from our good friend Brad McMillan. Interestingly, while Brad and I...
Matthew Ramer
- Apr 6, 2019
Dip Trade Out - Account Risk Change
Dear Clients & Friends, This weekend’s reading is important, so thank you for taking the time to read it. When the market fell more than...