MORWMMay 6Earth Day & Arbor Day 2022Dear 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 RamerJan 21Econ 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 RamerAug 20, 2021Student 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 RamerAug 6, 2021Climate Change & Your Portfolio Dear Clients & Friends, MORcabulary key: SRI = Socially Responsible Investing ESG = Environmental, Social, & Governance For this...
Matthew RamerJul 30, 2021July 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 RamerJul 23, 2021Coronavirus & 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 RamerJul 16, 2021LGBTQ+ 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 LevinsonMay 7, 2021Larry 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 RamerMay 2, 2021The 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 KilleenApr 22, 2021Earth Day & Arbor Day 2021Dear 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 LevinsonFeb 5, 2021Results 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 RamerJan 22, 2021New Stimulus PackageDear Clients & Friends, As the world continues to struggle with COVID-19, we’ve seen economic softening as of late. We saw employment...
Amy KilleenDec 11, 20202020 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 RamerDec 4, 2020Cybercrime Alert - 2020 Holiday SeasonDear Clients & Friends, The technology team at Commonwealth Financial Network, our RIA-broker/dealer, has detected an increase in...
Matthew RamerNov 13, 2020Election vs. COVID-19Dear Clients and Friends, It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election....
Matthew RamerOct 31, 2020The Last of the Elections Dear Clients & Friends, This weekend, we have a short update to our analysis of the 2020 election. As of today, we are awarding Joe Biden...
Matthew RamerOct 25, 2020We're Predicting the Election! Dear Clients & Friends, In the week following our last article about the presidential election, the most common questions we’ve been...
Matthew RamerSep 11, 2020Coronavirus Update #10Dear Clients and Friends, This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a...
Matthew RamerSep 4, 2020Labor Day, Fun Facts, and Presidents Dear Clients & Friends, Today we write simply to wish everyone a happy and , healthy holiday weekend. However, it would not be our style...
Matthew RamerJul 24, 2020We're Back! Coronavirus Update #9Dear Clients and Friends, We’re back!! It’s time to jump back into our weekend readings after taking a few weeks off during tax season....