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,...

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...

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...

Dear Clients and Friends, This week, it’s time again for our Market Risk update, authored by our good friends Brad McMillan and Sam...

Dear Clients and Friends, This weekend, we are very proud to announce that MOR Wealth Management has been included in Forbes Magazine...

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...

Dear Clients and Friends, On March 2nd, 2018, Donald Trump famously tweeted: “When a country is losing many billions of dollars on trade...

Dear Clients & Friends, Considering the recent news concerning Reddit and the short squeeze story, we decided to bump this week’s article...

Dear Clients & Friends, As the world continues to struggle with COVID-19, we’ve seen economic softening as of late. We saw employment...

Dear Clients & Friends, We’re burning the midnight oil finishing all our year-end duties, but we certainly wanted to take the time to...

Dear Clients & Friends, This week, we share with you another periodic update on the Coronavirus pandemic and its economic impact. With...

Dear Clients and Friends, Can you believe we’ve officially entered the holiday season? Along with the cold weather comes our Giving with...

Dear Clients & Friends, The technology team at Commonwealth Financial Network, our RIA-broker/dealer, has detected an increase in...

Dear Clients & Friends, This week, we are discussing college cost data for the 2020-2021 school year, as well as 2020 FAFSA data. Given...

Dear Clients and Friends, It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election....

Dear Clients & Friends, This weekend, we have a short update to our analysis of the 2020 election. As of today, we are awarding Joe Biden...

Dear Clients & Friends, In the week following our last article about the presidential election, the most common questions we’ve been...

Dear Clients & Friends, Due to the need for validation of our data, this weekend’s reading comes to you a little late. But, better late...

Dear Clients and Friends, This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a...

Dear Clients & Friends, Today we write simply to wish everyone a happy and , healthy holiday weekend. However, it would not be our style...