Daniel Levinson
Nov 4, 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 22, 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
Oct 6, 2022
Welcome to the newest MORWM Family Member!
Dear Clients & Friends, Please give the warmest, loudest, and most fantastic welcome roar to the newest addition to our MORWM family,...
Matthew Ramer
Sep 16, 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 12, 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 21, 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 25, 2022
When Will This End?
Dear Clients & Friends, When will this end? The honest answer is - I don’t know. The reality is that when spiraling momentum like this...
Matthew Ramer
Jun 9, 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 26, 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
Apr 25, 2022
Short Note re: Student Debt
Dear Clients & Friends, This weekend’s reading is a quick recap of the recent Student Loan repayment extension. Payments have been on...
MORWM
Apr 14, 2022
The MORWM Family has a new member!
Many of you know Elizabeth, our wonderful operations team Communication Specialist. She and her husband, Thomas, welcomed their first...
Matthew Ramer
Mar 17, 2022
Gas Prices (and GDP Forecast)
Dear Clients & Friends, Since we received great feedback from Dan’s article two weeks ago, we thought that we would go a bit deeper and...
Daniel Levinson
Mar 4, 2022
Financial Update: The Ukraine Crisis
Dear Clients and Friends, Over the past week, we have fielded many calls and emails from clients inquiring about the war in Ukraine’s...
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
Dec 19, 2021
Supply Chain
After a hiatus of several weeks, the weekend reading is back! Let us proceed with our ever-so-interesting educational articles, as we...
Amy Killeen
Nov 12, 2021
6th Annual Giving with Purpose
Dear Clients and Friends, It’s that time of the year… here is the 2021 MORWM Giving with Purpose List! What, already? Well, the ice...
Matthew Ramer
Nov 4, 2021
GDP Slows in Q3
Dear Clients and Friends, We found ourselves a little extra jammed up recently, but we didn’t want to close out the week without giving...
Daniel Levinson
Oct 21, 2021
Minimum Wage
Dear Clients and Friends, For this weekend’s reading, we will be discussing one of the most hotly debated topics in economic theory and...
Amy Killeen
Oct 14, 2021
Trusted Contacts: Help Us Help You
Dear Clients and Friends, They call us the Sandwich Generation. I'm in that phase where my kiddos still need oversight, while they are...