We’re hunkering down, sheltering in place, and venturing outside only to gather vital supplies. Meanwhile, Spring is marching forward and the Earth is emerging from hibernation. Here in the Philadelphia area, trees are budding, tulips are blooming, and ferns are unfurling their leaves. Coronavirus is wreaking havoc on so many levels - yet the planet shows us her resilience.
April 22nd, 2020 was the 50th anniversary of the founding of Earth Day. It is followed by Arbor Day on April 24th. In this weekend’s reading, we’re taking a break from the markets to celebrate our planet and our clients - because celebrations are important, and because we all may need a little more to cheer about right now.
Our clients are uniformly generous, community minded, and environmentally aware. Your partnership with MORWM makes more of an environmental impact than you might think. Here are some green stats we’d like to share…
Statements & Correspondence
We already knew that many of our clients are enrolled in paperless delivery for statements and other correspondence. Since it’s Earth Day, we ran a report to find out exactly how many of you are paperless…74% of you have chosen paperless delivery! NICE WORK!
Want to double-check your delivery preferences or enroll in paperless delivery? Please see the instructions below. (We wish that we could do this for you as a customer service, but the regulators do not allow us to choose your delivery preferences.)
To check or update your paperless preferences:
Investor360 > Settings
Each account owner needs to do this separately.
If we’ve opened a new account for you recently, you need to enroll that account in paperless delivery – it will not happen automatically.
If you need help, please email your friendly neighborhood MORWM Ops Team! firstname.lastname@example.org.
Want to stick with traditional delivery of paper statements? We get it. There is something satisfying about having a physical copy of your correspondence. Remember, copies of your correspondence can also be found on your Investor360 portal.
Use of e-signature platforms like DocuSign has become vital in the last couple of months, and we’re grateful for your long-standing acceptance of this method of signing. We all know that it’s a safe and timely way to conduct business. What you might not be aware of is the positive impact that you’ve had on the environment.
Just by using DocuSign and paperless statement delivery, we estimate the MORWM family of clients has saved (over the last twelve months alone):
8,467 gallons of water
465.7 lbs of solid waste
Arbor Day is April 24th
If you’d like to offset your paper statements, or if you just feel like doing our planet a favor, please consider planting a tree.
Since the firm was founded in 2013, MORWM has planted 86 trees in honor of clients’ life events.
We often use A Living Tribute – they plant trees in national forests throughout the United States. We’d be happy to facilitate the tree planting process for you if you’d like.
To wrap up and help us celebrate, here are some fun Earth Day quizzes:
Quiz for grown-ups:
Quiz for the kiddos:
I rocked the kid quiz. The grown-up one…not so much. Let us know how you did!
Stay healthy, and remember to get out there and take some deep breaths.
Amy Killeen Financial Planning Associate MOR Wealth Management, LLC 1801 Market Street, Suite 2435 Philadelphia, PA 19103 Main: 267.930.8300 | Direct: 267.930.8304 | F: 267.284.4847 | email@example.com | www.morwm.com The majority of this content was written and distributed MOR Wealth Management, all rights reserved. Securities offered through Commonwealth Financial Network, Member FINRA/SIPC. Fixed insurance products and services offered through CES Insurance Agency.