Matthew Ramer
Apr 21, 2017
Rock to the Future and Earth Day
This weekend, no economics or politics - just Rock & Roll and Mother Nature Dear Clients & Friends, Tonight, MOR Wealth Management is...
Matthew Ramer
Apr 14, 2017
April Market Risk Update
Dear Clients and Friends, Though we usually do not have time to craft many creative weekend essays during the depths of tax season, we...
Matthew Ramer
Mar 26, 2017
Laurence Fink 2017 Letter to CEOs
"...shared economic security can only be achieved through a long-term approach by investors, companies and policymakers." -Laurence Fink...
Matthew Ramer
Feb 24, 2017
Important Tax "Stuff"
For this weekend reading, we are going ultra-important, albeit knowingly ultra-boring. Dear clients and friends, For this weekend...
Matthew Ramer
Feb 17, 2017
February Market Risk Update
As I contemplate risk in consideration of the measures that we like to use, I find myself particularly frustrated this month… Dear...
Matthew Ramer
Feb 4, 2017
Global Trade
Trump’s world: to Trade or Not to Trade Dear Clients and Friends, As we alluded to last week, today we write about President Trump’s...
Matthew Ramer
Feb 3, 2017
Department Of Labor Ruling
A very important new law has been implemented by the Department of Labor which provides new guidance and rules for investment advisors...
Matthew Ramer
Jan 6, 2017
New Year's Resolution
Being a closet tech-geek I wanted to share this New Year’s resolution article written by our CFN technology team referencing a few...
MORWM
Dec 2, 2016
Giving with a Purpose: A Holiday Shopping Guide that Gives Back
If you are anything like me, chances are you have struggled with gift-giving at some point in your life. The MOR Wealth Management family...
Daniel Levinson
Nov 19, 2016
A Positive, Philanthropic Development in our Otherwise Mind-Numbing Tax Code
This week, we seek to entertain you with a positive development in our otherwise mind-numbing tax code. Insomuch as charity is deeply...
Matthew Ramer
Oct 21, 2016
Human Trafficking
“We choose to hope as an act of defiance in the face of violence and horrific abuse.” Dear Clients and Friends, This weekend, I’d like to...
Matthew Ramer
Oct 14, 2016
SEC reforms Money Market Funds
Q&A on the recent new legislation on money market funds Dear Clients and Friends, Over the last several weeks, the news has been...
Matthew Ramer
Sep 23, 2016
IRS Relief for Louisiana Flood Victims
IRS Announces Relief for Louisiana Flooding Victims Participating In Retirement Plans Dear Clients & Friends, Before we get into this...
Matthew Ramer
Jul 18, 2016
Some Companies are Falling Short on an Environmental Commitment
We were disappointed to recently read (in Cosmo of all places) about two very popular and well respected companies who have apparently...
Matthew Ramer
Jun 24, 2016
Brexit: Disaster, Annoyance, or Opportunity?
In summary, we believe, and have been vocal about this for some time, that the effects of the Brexit will be far less substantial than...
Matthew Ramer
May 30, 2016
Recession 2017
This weekend’s reading is likely to be among the most important of these letters we write for the remainder of 2016. Most of you will...
Matthew Ramer
Feb 19, 2016
Bias
Advocates of behavioral finance – sometimes known as behavioral economics or investor behavior – have spent nearly 50 years exploring the...
Matthew Ramer
Feb 5, 2016
Laurence Fink Letter 2016
February 5, 2016 In our MORWM morning briefing we often discuss the obsession corporate America and the investing public has with short...
Matthew Ramer
Jan 1, 2016
January Market Risk Update
Dear Clients & Friends, Time for our monthly market risk update. A few notes before we begin: first, although we have been talking about...