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...
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...
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...
Matthew Ramer
Nov 9, 2019
November 2019 Market Risk Update
Dear Clients & Friends, It’s time for our monthly market risk update written by our good friend Brad McMillan. I also want to give a...
Matthew Ramer
Oct 12, 2019
We're Back!
Dear Clients and Friends, After taking a few weeks off from our weekend reading reading, we’re back! We had taken a few weeks off in...
Matthew Ramer
Aug 5, 2019
Don't Leave Home Without Us
Dear Clients and Friends, I’d like to tell you a short story regarding an unfortunate and poorly timed tax bill that a client of ours...
Matthew Ramer
Jul 29, 2019
CBO's Minimum Wage Report
Dear Clients & Friends, The Congressional Budget Office (CBO) recently released new research regarding a potential rise in the federal...
Matthew Ramer
Jun 14, 2019
My Wallet Seems Thin
Dear Clients & Friends, This week’s topic may appear to be geared towards the children of our clients, such as young professionals and...
Matthew Ramer
May 6, 2019
Trees
Dear Clients & Friends, Last week, we celebrated Arbor Day. Well, perhaps we recognized that Arbor Day was upon us; we didn’t...
Matthew Ramer
Mar 16, 2019
Are You in the Top 10%?
Dear Clients & Friends, Since I’m traveling, this will be a short Weekend Reading. A conversation that I had with clients in my Vero...
Matthew Ramer
Mar 9, 2019
Business Overhead Exposure
Dear Clients & Friends, I’m a safety guy. You all know it. I talk about it all the time. Risk management fulfills two purposes: it...
Matthew Ramer
Feb 16, 2019
Costs of Government Shutdown
Dear Clients & Friends, Over the last few weeks, many people have asked about the economic effects of the recent government shutdown,...
MORWM
Feb 12, 2019
An Advisor's Advice to Advisors
Dear Clients and Friends, You all know about MORWM’s commitment to taking care of our community, our planet, and, of course, our fabulous...
Daniel Levinson
Jan 25, 2019
Larry Finks 2019 Letter
Our weekend reading presented to you by Daniel Levinson, Financial Planning Associate… Dear Clients and Friends, At the beginning of...
Matthew Ramer
Jan 4, 2019
Three Important Resources for 2019
Dear Clients & Friends, I want to take a moment to remind everyone of 3 very useful client resources. Many of you are aware of these,...
Gloria Hang
Dec 6, 2018
3rd Annual MORWM Giving with Purpose List
Dear Clients and Friends, It’s been a few weeks since we’ve written about the economy/markets, and given recent volatility (yet again),...
Matthew Ramer
Nov 16, 2018
MORWM's Proudest Moment Ever
Dear beloved clients and friends, We ask that all of our readers take a moment and watch the following 4-minute video about certified...
MORWM
Nov 13, 2018
Volatility, and Resolve
Dear Clients & Friends, This weekend, we share with you a blurb written by our beloved Kirsten about the Pittsburgh tragedy. Kirsten...