Matthew Ramer
Oct 7, 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
Sep 30, 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
Sep 2, 2021
REQUIRED Reading for Clients. Client Login Security Update
Dear Clients and Friends, To further ensure that our systems are safe and secure, we are going to be implementing multifactor...
Daniel Levinson
Aug 26, 2021
Roth IRAs 101
Dear Clients and Friends, On July 24th, ProPublica wrote this article about how Peter Thiel, most notably known as the founder of PayPal,...
Matthew Ramer
Aug 19, 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 5, 2021
Climate Change & Your Portfolio
Dear Clients & Friends, MORcabulary key: SRI = Socially Responsible Investing ESG = Environmental, Social, & Governance For this...
Matthew Ramer
Jul 29, 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 22, 2021
Coronavirus & Delta Variant Update #11
Dear Clients and Friends, It’s been quite a while since we posted a coronavirus-related update. However, given the Delta variant and the...
Matthew Ramer
Jul 15, 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 18, 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 27, 2021
In Memoriam
Dear Clients and Friends, You all know Dan Levinson- our long-time employee and lifelong friend. He recently lost his father, Roy, who...
Matthew Ramer
May 20, 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...
Daniel Levinson
May 6, 2021
Larry Fink 2021 Letter
Dear Clients & Friends, Every year we bring you Larry Fink’s letter to CEOs. As the head of the largest asset custodian in the world,...
Matthew Ramer
May 1, 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...
Amy Killeen
Apr 21, 2021
Earth Day & Arbor Day 2021
Dear Clients & Friends, We’re back! We have missed quite a few weeks’ worth of weekend readings due to one of the busiest tax seasons...
Matthew Ramer
Mar 18, 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
Mar 12, 2021
MORWM in Forbes Magazine
Dear Clients and Friends, This weekend, we are very proud to announce that MOR Wealth Management has been included in Forbes Magazine...
Matthew Ramer
Feb 12, 2021
ECON & COVID Update
Dear Clients and Friends, It’s time for our monthly Market Risk Update. However, over the last year or so, we’ve also been sending our...
Daniel Levinson
Feb 5, 2021
Results of the Tariff War
Dear Clients and Friends, On March 2nd, 2018, Donald Trump famously tweeted: “When a country is losing many billions of dollars on trade...
Matthew Ramer
Jan 29, 2021
Reddit, Stocks, and the Short Squeeze
Dear Clients & Friends, Considering the recent news concerning Reddit and the short squeeze story, we decided to bump this week’s article...