What if I told you that instead of paying $20,000 in state taxes, you could donate $20,000 to charity and pay only $2,000 in taxes?

Many of you are scared right now, rightfully so. Therefore, I think a little context will help….

Dear Clients and Friends, Given the recent market turmoil, I want to reiterate some strategies that we at MORWM consider when bear...

We’ve chosen 3 topics that we feel are the most significant to the current investment climate. They are: 1) Tariffs, 2) Immigration, and 3) Nationalism. You’re probably thinking, “How can you possibly leave politics out of those topics?” Well, watch how we do it…

Emotions drive the markets in the short run. Economics drive the markets in the long run.

If earnings continue to surprise to the upside, it could justify the current valuations, but...

Welcome to post-election madness...

The wheels are on the ground. What's next?

Dear Clients & Friends, Before we get into this Weekend Reading, let us acknowledge our excitement about the upcoming long weekend. While...

After taking a break from our weekend readings, we are back. Today we are going to bring everyone back up to speed starting with last...

Dear Clients and Friends, Charitable giving is an important aspect of your financial plan, especially here at MOR Wealth Management....

Dear Clients and Friends, Winston Churchill beat me to the punch with his well-timed quote, “Never Let a Good Crisis Go to Waste.” While...

Dear Clients & Friends, For this Weekend Reading, we’re updating everyone on some material changes to Health Savings Accounts and student...

Dear Clients and Friends, In my debut MORWM Weekend Reading, I provided a brief overview of the major changes that were included in...

Dear Clients & Friends, We published our monthly economic risk review last week. Today we are publishing our monthly market risk review....

Dear Clients & Friends, It’s time for our monthly economic risk update. A quick preface for the newcomers to our distribution list: both...

Dear Clients & Friends, To say March was a busy month for the banking sector is an understatement. With the collapse of Silvergate...

Dear Clients & Friends, As you all know, we have been taking a hiatus from our Weekend Reading publications over the first quarter of...

Dear Clients & Friends, Once again, allow me to introduce our newest associate, Devin Rainone. Some very important legislation, which...

Dear Clients and Friends, Welcome to our review of the third quarter of 2022. In this article, we aim to give a very high-level,...