Dear Clients & Friends, Over the last few weeks, many people have asked about the economic effects of the recent government shutdown,...

Dear Clients and Friends, You all know about MORWM’s commitment to taking care of our community, our planet, and, of course, our fabulous...

Our weekend reading presented to you by Daniel Levinson, Financial Planning Associate… Dear Clients and Friends, At the beginning of...

Dear Clients & Friends, I want to take a moment to remind everyone of 3 very useful client resources.  Many of you are aware of these,...

Dear Clients and Friends, It’s been a few weeks since we’ve written about the economy/markets, and given recent volatility (yet again),...

Dear beloved clients and friends, We ask that all of our readers take a moment and watch the following 4-minute video about certified...

Dear Clients & Friends, This weekend, we share with you a blurb written by our beloved Kirsten about the Pittsburgh tragedy. Kirsten...

Dear Clients & Friends, Last weekend, the National Multiple Sclerosis Society’s “City to Shore” Bikeathon was a raging success.  The...

Dear Clients & Friends, As part of the Trump tax legislation of 2018, a $10,000 limit has been placed on the deductibility of state and...

Dear Clients and Friends, It’s not uncommon for me to be asked about what our firm stands for and what differentiates us from other...

Dear Clients & Friends, Each year, the Trustees of the Social Security and Medicare Trust Funds release annual reports to Congress that...

Dear Clients & Friends, I want to brief everyone on the new federal student loan interest rates that take effect today, July 1st. The...

Dear Clients & Friends, This weekend’s reading may, on the surface, seem boring, but I promise you that it’s really not.  In fact, this...

Dear Clients & Friends, In honor of the this weekend, we will make our reading short and sweet. But before we do, a quick message about...

Dear Clients and Friends, For this weekend's reading, we are back on the radio.  This radio spot was actually from last week, but with...

Dear Clients and Friends, Folks, everyone knows that community support is one of the cornerstones of our corporate culture. However,...

Dear Clients & Friends, This weekend, I thought that we’d celebrate one good thing included in the new tax legislation passed late last...

Dear Clients & Friends, Two notes:  One is very important, and the other is too. Why is there extra cash in my portfolio? In the last...

Flashback time! In December 1984, “Do they Know It’s Christmas? (Feed the World)” was released to raise money for famine relief in...

Dear Clients and Friends, Last year, one of our most popular weekend readings was a list of excellent holiday gifting ideas adding a...