Matthew Ramer
May 23
Memorial Day and Charity Tax Deductions
Dear Clients & Friends, Before we get into this Weekend Reading, let us acknowledge our excitement about the upcoming long weekend. While...
Matthew Ramer
Apr 11
Monthly Economic Update
After taking a break from our weekend readings, we are back. Today we are going to bring everyone back up to speed starting with last...
Devin Rainone
Sep 28, 2023
The Perks of Getting Older
Dear Clients and Friends, Charitable giving is an important aspect of your financial plan, especially here at MOR Wealth Management....
Devin Rainone
Aug 17, 2023
Never Let a Good Crisis Go to Waste
Dear Clients and Friends, Winston Churchill beat me to the punch with his well-timed quote, “Never Let a Good Crisis Go to Waste.” While...
Matthew Ramer
Jul 21, 2023
HSAs and Student Debt Update
Dear Clients & Friends, For this Weekend Reading, we’re updating everyone on some material changes to Health Savings Accounts and student...
Devin Rainone
Jun 29, 2023
Let's Get "Rothical, Rothical"
Dear Clients and Friends, In my debut MORWM Weekend Reading, I provided a brief overview of the major changes that were included in...
Matthew Ramer
Jun 17, 2023
June Market Risk Update
Dear Clients & Friends, We published our monthly economic risk review last week. Today we are publishing our monthly market risk review....
Matthew Ramer
Jun 10, 2023
June 2023 Economic Risk Factor Update
Dear Clients & Friends, It’s time for our monthly economic risk update. A quick preface for the newcomers to our distribution list: both...
Devin Rainone
Apr 13, 2023
Who's Ready for a Pop Quiz...
Dear Clients & Friends, To say March was a busy month for the banking sector is an understatement. With the collapse of Silvergate...
Matthew Ramer
Mar 14, 2023
Silicon Valley Bank
Dear Clients & Friends, As you all know, we have been taking a hiatus from our Weekend Reading publications over the first quarter of...
Devin Rainone
Dec 30, 2022
SECURE Act 2.0
Dear Clients & Friends, Once again, allow me to introduce our newest associate, Devin Rainone. Some very important legislation, which...
Daniel Levinson
Nov 4, 2022
3rd Quarter 2022 Review
Dear Clients and Friends, Welcome to our review of the third quarter of 2022. In this article, we aim to give a very high-level,...
Matthew Ramer
Oct 22, 2022
IRA Legislation
Dear Clients & Friends, This article might be a little dry compared to our usual earth shattering, breath taking, epically inspiring...
Matthew Ramer
Sep 16, 2022
Inflation and This Week's Market
Dear Clients & Friends, For this weekend’s reading, it would be difficult to talk about anything other than Tuesday’s market drop. It...
Matthew Ramer
Aug 12, 2022
Weekend Reading: August Market Risk Update
Dear Clients & Friends, It’s time for our monthly market risk update. (A quick note for some of our newer families: we prepare a weekly...
Matthew Ramer
Jul 21, 2022
Mid-Year Outlook & Bonds
Dear Clients & Friends, I haven’t received many questions about bonds recently, likely because stocks have suffered so much more. But...
Matthew Ramer
May 26, 2022
Where's the Bottom?
Dear Clients & Friends, The question on everyone’s minds is, “Where is the bottom of this market mess?” We don’t know. Ok, that’s all. ...
Matthew Ramer
Jan 21, 2022
Econ and Market Risk 2022
Dear Clients & Friends, It's time for our monthly commentary regarding market risk. This is a long one, so sit back and settle in. Why...
Matthew Ramer
Oct 7, 2021
Debt Ceiling: What, Why, and How Bad?
[Since this article was written earlier this week, congress has voted to extend the debt ceiling deadline until December. Nonetheless,...
Matthew Ramer
Sep 30, 2021
The New House Tax Proposal
Dear Clients & Friends, This weekend, we are discussing the newest proposed changes to the US tax code. This is a hot topic any time...