Matthew RamerJun 10Health Savings Account 2022 & 2023 Tax Updates Dear Clients & Friends, This weekend is a short read. Health Savings Accounts have grown tremendously in popularity over the last few...
Matthew RamerMay 27Where's the Bottom?Dear Clients & Friends, The question on everyone’s minds is, “Where is the bottom of this market mess?” We don’t know. Ok, that’s all. ...
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 RamerOct 8, 2021Debt Ceiling: What, Why, and How Bad?[Since this article was written earlier this week, congress has voted to extend the debt ceiling deadline until December. Nonetheless,...
Matthew RamerOct 1, 2021The New House Tax Proposal Dear Clients & Friends, This weekend, we are discussing the newest proposed changes to the US tax code. This is a hot topic any time...
Daniel LevinsonAug 27, 2021Roth IRAs 101 Dear Clients and Friends, On July 24th, ProPublica wrote this article about how Peter Thiel, most notably known as the founder of PayPal,...
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 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 RamerMay 21, 2021May 2021 Market Risk Update Dear Clients and Friends, It’s the time of month when we invite our friends Brad McMillan and Sam Millette to share their economic and...
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...
Matthew RamerMar 19, 2021March 2021 Market Risk Update (+Extras) Dear Clients and Friends, This week, it’s time again for our Market Risk update, authored by our good friends Brad McMillan and Sam...
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...
Matthew RamerDec 18, 2020COVID-19 Economic Damage WorsensDear Clients & Friends, This week, we share with you another periodic update on the Coronavirus pandemic and its economic impact. 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 25, 2020College Data 2020-2022 Dear Clients & Friends, This week, we are discussing college cost data for the 2020-2021 school year, as well as 2020 FAFSA data. Given...
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....