Weekend Reading

Recession 2017

May 30, 2016

This weekend’s reading is likely to be among the most important of these letters we write for the remainder of 2016.  Most of you will enjoy learning that we are elevating clients’ portfolio yield yet again. However, it’s important that you understand why, so we can set your expectations for the next 1.5-2 years.

 

Dear Clients & Friends,

Department Of Labor Ruling

April 25, 2016

A very important new law has been implemented by the Department of Labor which provides new guidance and rules for investment advisors who manage retirement accounts. While some of you may be aware of the vehement opposition to this new law by the large investment banks, we here at MOR Wealth are in full support of this new rule! 

 

Dear Clients & Friends,

Bias

February 19, 2016

Advocates of behavioral finance – sometimes known as behavioral economics or investor behavior – have spent nearly 50 years exploring the investment decisions people make and why they make them.  Simply put, behavior finance is a subset of psychology focusing wholly on how we behave when money is at stake. There are three emotional biases that we want to touch on this week.

Dear Clients & Friends,

Laurence Fink Letter 2016

February 5, 2016