Amy KilleenJun 19Creativity During COVID-19 Dear Clients and Friends, Many of us are fortunate enough to have extra free time on our hands during this period of lockdown. Using the ...
Gloria HangJun 6Standing in Solidarity I am Hmong. I am Asian American. I am a descendant of refugees. I have experienced racism firsthand. I have been discriminated against, c...
Amy KilleenApr 24Earth Day & Arbor Day 2020 We’re hunkering down, sheltering in place, and venturing outside only to gather vital supplies. Meanwhile, Spring is marching forward and...
Matthew RamerApr 4The CARES Act Dear Clients & Friends, On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) ...
Matthew RamerMar 28Coronavirus Update #6Dear Clients & Friends, I thought that another COVID-19 update would be welcomed. First and foremost, I want to remind everyone that, in ...
Amy KilleenMar 20#BCorpMonth #VoteEveryday Shopping with PurposeDear Clients & friends, Earlier this month, we informed you all about B-Corp Month in a Weekend Reading and on our social media channels....
Matthew RamerMar 1Coronavirus Update #2Dear Clients and Friends, Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points. In ou...
Matthew RamerFeb 27Coronavirus Update Dear Clients and Friends, From its previous high, the Dow is down 10% in a very short period of time. We are officially in correction ter...
Daniel LevinsonFeb 14The Secure Act Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act”...
Daniel LevinsonFeb 7Larry Fink 2020 Letter to CEOsDear Clients and Friends, At the beginning of every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a letter to t...
Gloria HangNov 27, 20194th 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 Wea...
Matthew RamerNov 9, 2019November 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 sho...
Matthew RamerOct 12, 2019We'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 orde...
Matthew RamerAug 5, 2019Don't Leave Home Without UsDear 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 rec...
Matthew RamerJul 29, 2019CBO's Minimum Wage Report Dear Clients & Friends, The Congressional Budget Office (CBO) recently released new research regarding a potential rise in the federal mi...
Matthew RamerJun 14, 2019My Wallet Seems ThinDear Clients & Friends, This week’s topic may appear to be geared towards the children of our clients, such as young professionals and th...
Matthew RamerMay 6, 2019TreesDear Clients & Friends, Last week, we celebrated Arbor Day. Well, perhaps we recognized that Arbor Day was upon us; we didn’t necessaril...
Matthew RamerMar 16, 2019Are You in the Top 10%?Dear Clients & Friends, Since I’m traveling, this will be a short Weekend Reading. A conversation that I had with clients in my Vero off...
Matthew RamerMar 9, 2019Business Overhead ExposureDear Clients & Friends, I’m a safety guy. You all know it. I talk about it all the time. Risk management fulfills two purposes: it prot...
Matthew RamerFeb 16, 2019Costs of Government Shutdown Dear Clients & Friends, Over the last few weeks, many people have asked about the economic effects of the recent government shutdown, whi...
