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...
Matthew Ramer
- Jul 16, 2021
LGBTQ+ Estate Planning
As many of you know, a disproportionately large cross-section of our family of clients considers themselves to be a part of the LGBTQ+...
Matthew Ramer
- Jun 19, 2021
Is Inflation Scary?
Dear Clients & Friends, This weekend, we are going to talk about inflation because it’s pretty hard to ignore the news media seemingly...
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...
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...
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...