Matthew Ramer
- Oct 23, 2022
IRA Legislation
Dear Clients & Friends, This article might be a little dry compared to our usual earth shattering, breath taking, epically inspiring...
Matthew Ramer
- Jul 22, 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...
Matthew Ramer
- Jun 10, 2022
Health 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 Ramer
- May 27, 2022
Where'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. ...
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
- Oct 8, 2021
Debt 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 Ramer
- Oct 1, 2021
The 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 Levinson
- Aug 27, 2021
Roth 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 Ramer
- Aug 20, 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 6, 2021
Climate Change & Your Portfolio
Dear Clients & Friends, MORcabulary key: SRI = Socially Responsible Investing ESG = Environmental, Social, & Governance For this...
Matthew Ramer
- Jul 23, 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
- May 21, 2021
May 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 Ramer
- May 2, 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 22, 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...
Matthew Ramer
- Mar 19, 2021
March 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 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...
Matthew Ramer
- Dec 18, 2020
COVID-19 Economic Damage Worsens
Dear Clients & Friends, This week, we share with you another periodic update on the Coronavirus pandemic and its economic impact. 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...