Matthew Ramer
Aug 20, 2018
August Market Risk Update
Dear Clients & Friends, This week, it’s time for our monthly market risk update. However, before we get into it, I want to mention two...
Matthew Ramer
Aug 11, 2018
Calling All Hands
Dear Clients and Friends, It’s not uncommon for me to be asked about what our firm stands for and what differentiates us from other...
Matthew Ramer
Jul 31, 2018
Gain, Loss & Performance, Episode 2
Dear Clients and Friends, A few weeks ago, we wrote an article discussing the differences between “Principal Gain & Loss” versus “Tax...
Matthew Ramer
Jul 7, 2018
Social Security and Medicare Trust Fund Annual Reports
Dear Clients & Friends, Each year, the Trustees of the Social Security and Medicare Trust Funds release annual reports to Congress that...
Matthew Ramer
Jul 5, 2018
Student Loan Interest Rate Changes
Dear Clients & Friends, I want to brief everyone on the new federal student loan interest rates that take effect today, July 1st. The...
Matthew Ramer
Jun 17, 2018
June Market Risk Update
Dear clients and friends, It’s that time of the month – here is our monthly Market Risk Update, written by our good friend Brad McMillan....
Matthew Ramer
Jun 3, 2018
Gain & Loss
Dear Clients & Friends, This weekend’s reading may, on the surface, seem boring, but I promise you that it’s really not. In fact, this...
Matthew Ramer
May 25, 2018
Memorial Day Message & Medicare
Dear Clients & Friends, In honor of the this weekend, we will make our reading short and sweet. But before we do, a quick message about...
Matthew Ramer
May 4, 2018
Ford New Technology
Dear Clients and Friends, Due to several client meetings outside our home office, we are skipping this weekend’s reading. However, we...
Matthew Ramer
Apr 27, 2018
Yield Curve
Dear Clients and Friends, I’ve been meaning to write an article about what we call “the Yield Curve” because of all the statistics and...
Matthew Ramer
Apr 7, 2018
Weekend Listening: Tariffs & Volatility
Dear Clients and Friends, For this weekend's reading, we are back on the radio. This radio spot was actually from last week, but with...
Matthew Ramer
Mar 23, 2018
Yesterday's Market
Dear Clients and Friends, Given the treacherous ride that the US stock market endured recently, I considered writing a mid-week email....
Matthew Ramer
Mar 20, 2018
MS Bike - This is the Big One!
Dear Clients and Friends, Folks, everyone knows that community support is one of the cornerstones of our corporate culture. However,...
Matthew Ramer
Mar 2, 2018
Tariffs = Earlier Recession
Dear Clients and Friends, The effects, advantages, and disadvantages of tariffs in the global economy are relatively simple to...
Matthew Ramer
Feb 17, 2018
Tax Docs Update
Dear Clients & Friends, Try to stay awake for this weekend’s tax reading; it’s boring but important. First, we wanted to remind...
Matthew Ramer
Feb 11, 2018
Are We Buying Into the Dip?
Dear Clients and Friends, Between visiting clients and paying minute-to-minute attention to the market this past week, all of us at...
Matthew Ramer
Feb 5, 2018
Dow plunges 1175 pts! MORWM update…
Dear Clients and Friends, This is EXACTLY what we’ve been writing about recently. We believed that we were overdue for a temporary...
Matthew Ramer
Feb 3, 2018
New Tax Law - 529 Plans
Dear Clients & Friends, This weekend, I thought that we’d celebrate one good thing included in the new tax legislation passed late last...
Matthew Ramer
Jan 30, 2018
A Sense Of Purpose
Dear Clients and Friends, For some time now, we have shared an annual letter written by Larry Fink, the CEO of Blackrock, to other...
Matthew Ramer
Jan 12, 2018
January Market Risk Update
Dear Clients & Friends, Time for our monthly market risk update. A few notes before we begin: first, although we have been talking about...