Dear Clients and Friends, As 2025 wraps up (no pun intended), we wanted to share something comical for this year’s last Weekend Reading. For the past 42 years, PNC Bank has kept tabs on the cost of each of the gifts given in the song “The Twelve Days of Christmas.” Spreading the holiday joy in 2025 cost 4.4% more compared to 2024. The main drivers of the increase were Five Gold Rings and a Partridge in a Pear Tree! See below for a whimsical chuckle. The PNC Christmas Price In

Dear Clients and Friends, The famous Warren Buffett once said, “The first rule of an investment is: never lose money. Rule number two: never forget rule number one.” Though I strongly believe in the legendary investor’s cardinal rules, the reality is that people do lose money sometimes. Market dynamics constantly change, investment theses sometimes don’t pan out, and behavioral biases play Jedi mind tricks. I wish I could say I’ve never lost money on an investment, but I can’

Nothing beats giving a great gift - except for giving a great gift that also helps others.

Hello, Clients and Friends! Thank you so much for your responses to the Halloween Contest – once again, we have some insanely creative clients - it is always hard to decide! Now for the results.... Top Human Costumes First Place: Ashley and Howard as Lady Autumn and Lord of the Woods. They glued on every single leaf and stick - amazing! In honor of Ashley and Howard, MORWM is donating $500 to Planned Parenthood. Second Place: Chris and friends as Trekkie Angels! PSA - due t

Dear Clients and Friends, Now that the passage of the One Big Beautiful Bill has been digested by the masses, one area that has garnished much attention has been the impact on the charitable giving landscape. Needless to say, we don’t let the tax tail wag the dog when it comes to our personal giving, especially in today’s world where wars are ongoing, natural disasters are driving near record-high losses worldwide , and food insecurity and malnutrition continues to reach new

Whether it’s from the news or conversations with your friends and family, we have to ask: have you ever heard of cryptocurrencies?

Dear Clients and Friends, I hope everyone is enjoying their summers so far! The 4th of July is a special day in American history,...

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.