Matthew Ramer
Aug 19, 2021
Student Loan Update
Dear Clients & Friends, About two weeks ago, an announcement was made that the “pause” on federal student loan payments has been extended....
Matthew Ramer
Aug 5, 2021
Climate Change & Your Portfolio
Dear Clients & Friends, MORcabulary key: SRI = Socially Responsible Investing ESG = Environmental, Social, & Governance For this...
Matthew Ramer
Jul 29, 2021
July 2021 Market Risk Update
Dear Clients and Friends, It’s time for our monthly market risk update. Well, it’s actually a bit late as we ordinary publish this...
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+...
Matthew Ramer
Jun 18, 2021
Is Inflation Scary?
Dear Clients & Friends, This weekend, we are going to talk about inflation because it’s pretty hard to ignore the news media seemingly...
Matthew Ramer
May 20, 2021
May 2021 Market Risk Update
Dear Clients and Friends, It’s the time of month when we invite our friends Brad McMillan and Sam Millette to share their economic and...
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...
Matthew Ramer
Mar 18, 2021
March 2021 Market Risk Update (+Extras)
Dear Clients and Friends, This week, it’s time again for our Market Risk update, authored by our good friends Brad McMillan and Sam...
Matthew Ramer
Dec 18, 2020
COVID-19 Economic Damage Worsens
Dear Clients & Friends, This week, we share with you another periodic update on the Coronavirus pandemic and its economic impact. With...
Matthew Ramer
Aug 13, 2020
Under the Hood of the S&P 500
Dear Clients and Friends, A few weeks ago, we briefly wrote about the stock market’s seemingly irrational recovery and explored some of...
Matthew Ramer
Aug 1, 2020
July Market Risk Update
Dear Clients & Friends, This week, we have an economic risk update courtesy of our good friends Brad McMillan and Sam Millette. Before we...
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....
Daniel Levinson
May 28, 2020
Covid-19 and Roth IRA Conversions
Dear Clients and Friends, I want to begin this weekend’s reading by addressing the very real human impact that this pandemic is having on...
Amy Killeen
May 21, 2020
The CARES Act 2020 RMD Waiver: What You Need to Know
Dear Clients and Friends, The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes...
Matthew Ramer
Apr 11, 2020
Coronavirus Investment Update #7
Dear Clients & Friends, We, along with many other respected financial professionals, are bewildered by the market’s recent strength....
Matthew Ramer
Mar 15, 2020
Coronavirus Update #5
Dear Clients & Friends, At this point, we don’t have a lot of current news that you don’t already know. However, we’ve been reviewing...
Matthew Ramer
Mar 8, 2020
Coronavirus Update #4
Dear & Clients & Friends It was a wild day on Wall Street. Today’s hysteria seems to be related not only to the Coronavirus, but to the...
Matthew Ramer
Mar 4, 2020
Coronavirus Update #3
Dear Clients & Friends, On Monday we sold the position we entered into on Friday. Between Friday’s low when we bought in and the high of...
Matthew Ramer
Feb 21, 2020
A Positive Turn or Trouble in Disguise
Dear Clients and Friends, I am pleased, though hesitant, to report that the economy has gotten a little bit better. It’s a convoluted...
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”...