• Matthew Ramer

MORWM in the News!

Dear Clients & Friends,

I received a pleasantly surprising email from a colleague of mine a few days ago. I hadn't realized that press was in the audience during a speech I gave at a recent conference. In fact, I wasn't even the presenter. I was a guest speaker who spoke only for 5 minutes. Nonetheless, please read. The topic is socially responsible investing. I believe it will make all clients smile, especially those of you with whom we've not yet discussed our socially responsible investment policy. You’ll be pleased to know that in crafting our portfolios, the environment, social responsibility, and corporate governance are deeply considered.

Advisors Embrace Sustainability as SRI Outperforms:


Please read, and have a lovely weekend.

*Investing in the stock market involves gains and losses and may not be suitable for all investors. The investment’s socially responsible focus may limit the investment options available to the investment and may result in returns lower than those from investments not subject to such investment considerations.

1 view0 comments

Recent Posts

See All

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 proposed capital gains tax law? Though there have been other ta