Matthew Ramer
Jul 15, 2021
LGBTQ+ Estate Planning
As many of you know, a disproportionately large cross-section of our family of clients considers themselves to be a part of the LGBTQ+...
Daniel Levinson
May 6, 2021
Larry Fink 2021 Letter
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,...
Matthew Ramer
May 1, 2021
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...
Amy Killeen
Apr 21, 2021
Earth Day & Arbor Day 2021
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...
Daniel Levinson
Feb 5, 2021
Results of the Tariff War
Dear Clients and Friends, On March 2nd, 2018, Donald Trump famously tweeted: “When a country is losing many billions of dollars on trade...
Matthew Ramer
Jan 22, 2021
New Stimulus Package
Dear Clients & Friends, As the world continues to struggle with COVID-19, we’ve seen economic softening as of late. We saw employment...
Amy Killeen
Dec 11, 2020
2020 Annual Giving with Purpose
Dear Clients and Friends, Can you believe we’ve officially entered the holiday season? Along with the cold weather comes our Giving with...
Matthew Ramer
Dec 4, 2020
Cybercrime Alert - 2020 Holiday Season
Dear Clients & Friends, The technology team at Commonwealth Financial Network, our RIA-broker/dealer, has detected an increase in...
Matthew Ramer
Nov 13, 2020
Election vs. COVID-19
Dear Clients and Friends, It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election....
Matthew Ramer
Oct 30, 2020
The Last of the Elections
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...
Matthew Ramer
Oct 24, 2020
We're Predicting the Election!
Dear Clients & Friends, In the week following our last article about the presidential election, the most common questions we’ve been...
Matthew Ramer
Sep 10, 2020
Coronavirus Update #10
Dear Clients and Friends, This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a...
Matthew Ramer
Sep 3, 2020
Labor Day, Fun Facts, and Presidents
Dear Clients & Friends, Today we write simply to wish everyone a happy and , healthy holiday weekend. However, it would not be our style...
Matthew Ramer
Jul 23, 2020
We're Back! Coronavirus Update #9
Dear Clients and Friends, We’re back!! It’s time to jump back into our weekend readings after taking a few weeks off during tax season....
Amy Killeen
Jun 18, 2020
Creativity During COVID-19
Dear Clients and Friends, Many of us are fortunate enough to have extra free time on our hands during this period of lockdown. Using the...
Gloria Hang
Jun 5, 2020
Standing in Solidarity
I am Hmong. I am Asian American. I am a descendant of refugees. I have experienced racism firsthand. I have been discriminated against,...
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 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....