Matthew Ramer
May 19, 2020
Coronavirus Update #8
Dear Clients and Friends, Sit back and settle in, because this week’s update is a long one. We’re going to present a simple layperson’s...
Amy Killeen
Apr 23, 2020
Earth Day & Arbor Day 2020
We’re hunkering down, sheltering in place, and venturing outside only to gather vital supplies. Meanwhile, Spring is marching forward and...
Matthew Ramer
Apr 16, 2020
Short Weekend Reading With Some Humor
Dear Clients and Friends, We’re taking a much-needed break from the Weekend Reading this week. There are no material changes to our...
Matthew Ramer
Apr 11, 2020
Coronavirus Investment Update #7
Dear Clients & Friends, We, along with many other respected financial professionals, are bewildered by the market’s recent strength....
Matthew Ramer
Apr 3, 2020
The CARES Act
Dear Clients & Friends, On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act)...
Matthew Ramer
Mar 27, 2020
Coronavirus Update #6
Dear Clients & Friends, I thought that another COVID-19 update would be welcomed. First and foremost, I want to remind everyone that, in...
Amy Killeen
Mar 20, 2020
#BCorpMonth #VoteEveryday Shopping with Purpose
Dear Clients & friends, Earlier this month, we informed you all about B-Corp Month in a Weekend Reading and on our social media channels....
Matthew Ramer
Mar 15, 2020
Coronavirus Update #5
Dear Clients & Friends, At this point, we don’t have a lot of current news that you don’t already know. However, we’ve been reviewing...
Matthew Ramer
Mar 8, 2020
Coronavirus Update #4
Dear & Clients & Friends It was a wild day on Wall Street. Today’s hysteria seems to be related not only to the Coronavirus, but to the...
Matthew Ramer
Mar 7, 2020
It's B-Corp Month!
Dear Clients and Friends, This month is B-Corp month. We are encouraging everyone to embrace the movement and chose B-Corp services and...
Matthew Ramer
Mar 4, 2020
Coronavirus Update #3
Dear Clients & Friends, On Monday we sold the position we entered into on Friday. Between Friday’s low when we bought in and the high of...
Matthew Ramer
Mar 1, 2020
Coronavirus Update #2
Dear Clients and Friends, Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points. In...
Matthew Ramer
Feb 27, 2020
Coronavirus Update
Dear Clients and Friends, From its previous high, the Dow is down 10% in a very short period of time. We are officially in correction...
Matthew Ramer
Feb 21, 2020
A Positive Turn or Trouble in Disguise
Dear Clients and Friends, I am pleased, though hesitant, to report that the economy has gotten a little bit better. It’s a convoluted...
Daniel Levinson
Feb 14, 2020
The Secure Act
Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act”...
Daniel Levinson
Feb 7, 2020
Larry Fink 2020 Letter to CEOs
Dear Clients and Friends, At the beginning of every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a letter to...
Matthew Ramer
Jan 31, 2020
Coronavirus vs. The Markets
Dear Clients & Friends, It seems like all we talk about is China and the Trump impeachment trials these days. As if we haven’t heard...
Matthew Ramer
Jan 10, 2020
Key Numbers 2020
Over the next two weeks, we will be preparing our 2020 investment market outlook. But for this week, as we do each year, we have compiled a
Matthew Ramer
Dec 13, 2019
December Market Risk Update
Dear Clients & Friends, It’s time for our monthly risk update. Not much has changed since last month, except that the President wants to...
Gloria Hang
Nov 27, 2019
4th Annual MORWM Giving with Purpose
Dear Clients and Friends, This Thanksgiving Weekend we give you our fourth annual Giving With Purpose Holiday Shopping Guide. The MOR...