Kirsten Warner
- May 12
Gun Violence in America
Some of you may have met my husband, Dan, at a charity event or at one of our annual baseball games. He’s over six feet tall, with a full...
Matthew Ramer
- Apr 28
A Day for Giving. And Walking. And Rock-n-Roll.
Dear Clients & Friends, This weekend, the MORWM crew is all about giving. And walking. And rock and roll. Dan and his extended family...
Amy Killeen
- Apr 21
Earth Day & Arbor Day 2023
Dear Clients & Friends, As you all know, Socially Responsible Investing is the law of the land here at MORWM. We are also a B Corp, which...
Amy Killeen
- Nov 27, 2022
7th Annual MORWM Giving with Purpose: A Holiday Shopping Guide that Gives Back
Dear Clients and Friends, It’s the week of Thanksgiving, and we’re feeling grateful for our wonderful MORWM community. Thank you for...
Matthew Ramer
- Oct 7, 2022
Welcome to the newest MORWM Family Member!
Dear Clients & Friends, Please give the warmest, loudest, and most fantastic welcome roar to the newest addition to our MORWM family,...
Matthew Ramer
- Jul 22, 2022
Mid-Year Outlook & Bonds
Dear Clients & Friends, I haven’t received many questions about bonds recently, likely because stocks have suffered so much more. But...
MORWM
- May 6, 2022
Earth Day & Arbor Day 2022
Dear Clients & Friends, As you all know, Socially Responsible Investing is the law of the land here at MORWM. We are also a B Corp, which...
Matthew Ramer
- Jan 21, 2022
Econ and Market Risk 2022
Dear Clients & Friends, It's time for our monthly commentary regarding market risk. This is a long one, so sit back and settle in. Why...
Matthew Ramer
- Aug 20, 2021
Student Loan Update
Dear Clients & Friends, About two weeks ago, an announcement was made that the “pause” on federal student loan payments has been extended....
Matthew Ramer
- Aug 6, 2021
Climate Change & Your Portfolio
Dear Clients & Friends, MORcabulary key: SRI = Socially Responsible Investing ESG = Environmental, Social, & Governance For this...
Matthew Ramer
- Jul 30, 2021
July 2021 Market Risk Update
Dear Clients and Friends, It’s time for our monthly market risk update. Well, it’s actually a bit late as we ordinary publish this...
Matthew Ramer
- Jul 23, 2021
Coronavirus & Delta Variant Update #11
Dear Clients and Friends, It’s been quite a while since we posted a coronavirus-related update. However, given the Delta variant and the...
Matthew Ramer
- Jul 16, 2021
LGBTQ+ Estate Planning
As many of you know, a disproportionately large cross-section of our family of clients considers themselves to be a part of the LGBTQ+...
Daniel Levinson
- May 7, 2021
Larry Fink 2021 Letter
Dear Clients & Friends, Every year we bring you Larry Fink’s letter to CEOs. As the head of the largest asset custodian in the world,...
Matthew Ramer
- May 2, 2021
The New Tax Law: What You Need to Know
Dear Clients and Friends, Without a doubt, the hottest question over the last two weeks has been: what’s the deal with President Biden’s...
Amy Killeen
- Apr 22, 2021
Earth Day & Arbor Day 2021
Dear Clients & Friends, We’re back! We have missed quite a few weeks’ worth of weekend readings due to one of the busiest tax seasons...
Daniel Levinson
- Feb 5, 2021
Results of the Tariff War
Dear Clients and Friends, On March 2nd, 2018, Donald Trump famously tweeted: “When a country is losing many billions of dollars on trade...
Matthew Ramer
- Jan 22, 2021
New Stimulus Package
Dear Clients & Friends, As the world continues to struggle with COVID-19, we’ve seen economic softening as of late. We saw employment...
Amy Killeen
- Dec 11, 2020
2020 Annual Giving with Purpose
Dear Clients and Friends, Can you believe we’ve officially entered the holiday season? Along with the cold weather comes our Giving with...
Matthew Ramer
- Dec 4, 2020
Cybercrime Alert - 2020 Holiday Season
Dear Clients & Friends, The technology team at Commonwealth Financial Network, our RIA-broker/dealer, has detected an increase in...