Devin Rainone
- Aug 18
Never Let a Good Crisis Go to Waste
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...
Matthew Ramer
- Jul 22
HSAs and Student Debt Update
Dear Clients & Friends, For this Weekend Reading, we’re updating everyone on some material changes to Health Savings Accounts and student...
Devin Rainone
- Jun 30
Let's Get "Rothical, Rothical"
Dear Clients and Friends, In my debut MORWM Weekend Reading, I provided a brief overview of the major changes that were included in...
Matthew Ramer
- Jun 18
June Market Risk Update
Dear Clients & Friends, We published our monthly economic risk review last week. Today we are publishing our monthly market risk review....
Matthew Ramer
- Jun 11
June 2023 Economic Risk Factor Update
Dear Clients & Friends, It’s time for our monthly economic risk update. A quick preface for the newcomers to our distribution list: both...
Devin Rainone
- Apr 14
Who's Ready for a Pop Quiz...
Dear Clients & Friends, To say March was a busy month for the banking sector is an understatement. With the collapse of Silvergate...
Matthew Ramer
- Mar 14
Silicon Valley Bank
Dear Clients & Friends, As you all know, we have been taking a hiatus from our Weekend Reading publications over the first quarter of...
Devin Rainone
- Dec 30, 2022
SECURE Act 2.0
Dear Clients & Friends, Once again, allow me to introduce our newest associate, Devin Rainone. Some very important legislation, which...
Daniel Levinson
- Nov 5, 2022
3rd Quarter 2022 Review
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,...
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
- Sep 17, 2022
Inflation and This Week's Market
Dear Clients & Friends, For this weekend’s reading, it would be difficult to talk about anything other than Tuesday’s market drop. It...
Matthew Ramer
- Aug 13, 2022
Weekend Reading: August Market Risk Update
Dear Clients & Friends, It’s time for our monthly market risk update. (A quick note for some of our newer families: we prepare a weekly...
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
- 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. ...
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...
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 30, 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...