Matthew Ramer
- Oct 6, 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 21, 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 19, 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 5, 2021
Climate Change & Your Portfolio
Dear Clients & Friends, MORcabulary key: SRI = Socially Responsible Investing ESG = Environmental, Social, & Governance For this...
Matthew Ramer
- Jul 29, 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 22, 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 15, 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 6, 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 1, 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 21, 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...
Matthew Ramer
- Nov 13, 2020
Election vs. COVID-19
Dear Clients and Friends, It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election....
Matthew Ramer
- Oct 30, 2020
The 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 Ramer
- Oct 24, 2020
We'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 Ramer
- Sep 10, 2020
Coronavirus Update #10
Dear Clients and Friends, This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a...