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Current Events · Education

Trump Accounts

A new savings option for children. Devin Rainone walks through federal seed money, family and employer contributions, and how Trump Accounts compare with other custodial accounts.

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224 stories in the archive
Current Events · Education · 2026

Trump Accounts

A new savings option for children. Devin Rainone walks through federal seed money, family and employer contributions, and how Trump Accounts compare with other custodial accounts.

Devin Rainone3 min read
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Community · 2026

Earth Day & Arbor Day

According to Earthday.org, the theme for Earth Day 2026 is “Our Power, Our Planet,” which emphasizes the collective responsibility we share to create and maintain an environmentally sustainable world.

Amy Killeen3 min read
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Current Events · Education · 2026

The $150,000 Handcuffs

Over the past few years, the retirement planning industry has gone through significant changes in terms of legislation (apologies in advance for all the acronyms!).

Devin Rainone3 min read
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Community · Education · 2025

Mega State Tax Credit

What if I told you that instead of paying $20,000 in state taxes, you could donate $20,000 to charity and pay only $2,000 in taxes?

Greg Johnson4 min read
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Investment · Current Events · Education · 2025

Bumpy Roads Lie Ahead

Many of you are scared right now, rightfully so. Therefore, I think a little context will help….

Matthew Ramer6 min read
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Investment · Current Events · 2025

Woe is Me!

This article was originally prepared a week ago, so the timing of this email given this weeks’ market deterioration may seem apropos, but the timing is coincidental.In this article, we will discuss some of the more spicy…

Matthew Ramer10 min read
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Investment · Current Events · 2024

Santa's Bag of Beats

If earnings continue to surprise to the upside, it could justify the current valuations, but...

Matthew Ramer4 min read
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Community · 2023

Giving Tuesday

The Philly MORWM crew is celebrating Giving Tuesday by spending the afternoon with one of our favorite non-profit partners, The Mazzoni Center.

Amy Killeen1 min read
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Community · 2023

MOR Halloween Costume Contest Winners!

Thank you so much for your responses to the Halloween Contest - we receivedso many amazing photos - it was hard to decide!Now for the results....Top Human CostumesFirst place:Simi the Butterfly!

Patricia Clarke1 min read
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Investment · Education · 2023

Never Let a Good Crisis Go to Waste

Winston Churchill beat me to the punch with his well-timed quote, “Never Leta Good Crisis Go to Waste.” While no one enjoys seeing the financial marketsgoing down, this can be a strategic time to take advantage of…

Devin Rainone3 min read
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Current Events · Education · 2023

HSAs and Student Debt Update

For this Weekend Reading, we’re updating everyone on some materialchanges to Health Savings Accounts and student loan rates.

Matthew Ramer3 min read
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Current Events · Education · 2023

Let's Get "Rothical, Rothical"

In my debut MORWM Weekend Reading, I provided a brief overview of themajor changes that were included in SECURE 2.0 (Setting Every CommunityUp for Retirement Enhancement Act), which President Biden signed into lawon December 29th.

Devin Rainone3 min read
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Community · 2023

Welcome Gabrielle Heimerling!

Please give your warmest, loudest, and most fantastic welcome to the newest addition to our MORWM family: Gabrielle Heimerling!!This is particularly exciting for us because Gab’s husband has been Matt’s bestfriend since the fifth grade!!

Matthew Ramer1 min read
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Community · Current Events · 2023

Gun Violence in America

Some of you may have met my husband, Dan, at a charity event or at one ofour annual baseball games.

Kirsten Warner3 min read
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Investment · Current Events · 2023

Silicon Valley Bank

As you all know, we have been taking a hiatus from our Weekend Readingpublications over the first quarter of 2023 due to new staff training.

Matthew Ramer4 min read
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Current Events · Education · 2022

SECURE Act 2.0

Once again, allow me to introduce our newest associate, Devin Rainone.

Devin Rainone4 min read
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Current Events · Education · 2022

IRA Legislation

This article might be a little dry compared to our usual earth shattering, breathtaking, epically inspiring weekend reading.

Matthew Ramer1 min read
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Community · 2022

Welcome to the newest MORWM Family Member!

Please give the warmest, loudest, and most fantastic welcome roar to the newest addition to our MORWM family, Devin Rainone!!Devin hails from the great state of Rhode Island and has made his way toPhiladelphia to join us for…

Matthew Ramer1 min read
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Investment · Current Events · 2022

Weekend Reading: August Market Risk Update

It’s time for our monthly market risk update.(A quick note for some of our newer families: we prepare a weekly article that touches on the markets, economics, social issues, or just about anything related to personal finance.

Matthew Ramer5 min read
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Investment · Current Events · Education · 2022

Mid-Year Outlook & Bonds

I haven’t received many questions about bonds recently, likely because stocks have suffered so much more.

Matthew Ramer5 min read
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Investment · Current Events · 2022

Where's the Bottom?

The question on everyone’s minds is, “Where is the bottom of this market mess?” We don’t know.

Matthew Ramer5 min read
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Investment · Current Events · Education · 2022

Gas Prices (and GDP Forecast)

Since we received great feedback from Dan’s article two weeks ago, we thought that we would go a bit deeper and discuss our near-term economic future.

Matthew Ramer7 min read
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Investment · Current Events · 2022

Financial Update: The Ukraine Crisis

Over the past week, we have fielded many calls and emails from clients inquiring about the war in Ukraine’s effect on their personal finances and investments.

Daniel Levinson4 min read
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Current Events · Education · 2021

Supply Chain

After a hiatus of several weeks, the weekend reading is back!

Matthew Ramer5 min read
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Investment · Current Events · 2021

GDP Slows in Q3

We found ourselves a little extra jammed up recently, but we didn’t want to close out the week without giving you some insightful reading.

Matthew Ramer6 min read
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Current Events · Education · 2021

Minimum Wage

For this weekend’s reading, we will be discussing one of the most hotly debated topics in economic theory and policy: the minimum wage.

Daniel Levinson3 min read
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Education · 2021

Roth IRAs 101

On July 24th, ProPublica wrote this article about how Peter Thiel, most notably known as the founder of PayPal, turned a $1700 investment in a Roth IRA into $5 billion, which, once he turns 59 ½, can be accessed tax free for the rest of his life.

Daniel Levinson3 min read
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Current Events · Education · 2021

Student Loan Update

About two weeks ago, an announcement was made that the “pause” on federal student loan payments has been extended.

Matthew Ramer3 min read
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Investment · Education · 2021

Climate Change & Your Portfolio

MORcabulary key: SRI = Socially Responsible InvestingESG = Environmental, Social, & GovernanceFor this weekend’s reading, I’d like to share with you an excerpt from an article a good friend and colleague of ours recently…

Matthew Ramer4 min read
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Community · Education · 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+ community.

Matthew Ramer6 min read
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Investment · Current Events · Education · 2021

Is Inflation Scary?

This weekend, we are going to talk about inflation because it’s pretty hard to ignore the news media seemingly freaking out about the topic.

Matthew Ramer7 min read
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Community · 2021

In Memoriam

You all know Dan Levinson- our long-time employee and lifelong friend.

Matthew Ramer2 min read
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Investment · Current Events · 2021

May 2021 Market Risk Update

It’s the time of month when we invite our friends Brad McMillan and Sam Millette to share their economic and market risk updates.

Matthew Ramer9 min read
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Investment · Current Events · Education · 2021

The New Tax Law: What You Need to Know

Without a doubt, the hottest question over the last two weeks has been: what’s the deal with President Biden’s proposed capital gains tax law?

Matthew Ramer9 min read
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Community · 2021

MORWM in Forbes Magazine

This weekend, we are very proud to announce that MOR Wealth Management has been included in Forbes Magazine 2021 Best-In-State Wealth Advisors, which was published in February.

Matthew Ramer3 min read
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Current Events · Education · 2021

Results of the Tariff War

On March 2nd, 2018, Donald Trump famously tweeted: “When a country is losing many billions of dollars on trade with virtually every country it does business with, trade wars are good, and easy to win”.

Daniel Levinson7 min read
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Investment · Current Events · 2021

Reddit, Stocks, and the Short Squeeze

Considering the recent news concerning Reddit and the short squeeze story, we decided to bump this week’s article to next week, and piggyback off our good friend Brad McMillan’s blog post.

Matthew Ramer4 min read
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Community · 2020

Fun Holiday Trivia!

We’re burning the midnight oil finishing all our year-end duties, but we certainly wanted to take the time to wish everyone a happy and peaceful holiday season.

Matthew Ramer5 min read
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Current Events · Education · 2020

College Data 2020-2022

This week, we are discussing college cost data for the 2020-2021 school year, as well as 2020 FAFSA data.

Matthew Ramer4 min read
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Investment · Current Events · 2020

Election vs. COVID-19

It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election.

Matthew Ramer6 min read
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Current Events · 2020

The Last of the Elections

This weekend, we have a short update to our analysis of the 2020 election.As of today, we are awarding Joe Biden with 259 electoral votes, and we are awarding Donald Trump with 163 electoral votes - neither reaching the 270 electoral votes needed to win.

Matthew Ramer2 min read
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Investment · Current Events · 2020

We're Predicting the Election!

In the week following our last article about the presidential election, the most common questions we’ve been asked are: “Who is going to win?” and, “What will happen to the market?” Duh, right?

Matthew Ramer11 min read
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Investment · Current Events · 2020

Coronavirus Update #10

This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a slow-down within the current economic recovery.

Matthew Ramer5 min read
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Investment · Current Events · Education · 2020

Under the Hood of the S&P 500

A few weeks ago, we briefly wrote about the stock market’s seemingly irrational recovery and explored some of the logic behind the market’s movements.

Matthew Ramer5 min read
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Current Events · Education · 2020

Headlines Stink!

Without much to write about this weekend, we thought we’d entertain you with a reminder of how ridiculous news headlines have become.

Matthew Ramer2 min read
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Investment · Current Events · 2020

July Market Risk Update

This week, we have an economic risk update courtesy of our good friends Brad McMillan and Sam Millette.

Matthew Ramer6 min read
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Investment · Current Events · Education · 2020

Covid-19 and Roth IRA Conversions

I want to begin this weekend’s reading by addressing the very real human impact that this pandemic is having on all of us.

Daniel Levinson2 min read
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Current Events · Education · 2020

The CARES Act

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law.

Matthew Ramer10 min read
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Investment · Current Events · 2020

Coronavirus Update #2

Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points.

Matthew Ramer2 min read
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Investment · Current Events · 2020

Coronavirus Update

From its previous high, the Dow is down 10% in a very short period of time.

Matthew Ramer3 min read
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Current Events · Education · 2020

The Secure Act

In late December, several long overdue changes to the governance of IRAs were signed into law.

Daniel Levinson4 min read
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Investment · Current Events · 2020

Larry Fink 2020 Letter to CEOs

At the beginning of every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a letter to the CEOs of America’s largest corporations.

Daniel Levinson4 min read
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Current Events · Education · 2020

Key Numbers 2020

Over the next two weeks, we will be preparing our 2020 investment market outlook. But for this week, as we do each year, we have compiled a

Matthew Ramer2 min read
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Current Events · Education · 2019

The Wealth Tax

There has been a lot of talk recently about the “wealth taxes” that have been proposed by a few of the Democratic presidential candidates.

Matthew Ramer4 min read
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Education · 2019

529 vs. UTMA

As the fall weather sets in, leaves begin to turn, and pumpkins and ghosts begin popping up everywhere, we thought that it would be appropriate to write about one of personal finance’s spookiest topics: college costs and how to plan for them.

Daniel Levinson4 min read
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Community · 2019

We're Back!

After taking a few weeks off from our weekend reading reading, we’re back!

Matthew Ramer3 min read
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Investment · Current Events · Education · 2019

Yield Curve

There has been a lot of talk recently about “the yield curve” and, more specifically, an “inverted” yield curve.

Matthew Ramer3 min read
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Current Events · Education · 2019

CBO's Minimum Wage Report

The Congressional Budget Office (CBO) recently released new research regarding a potential rise in the federal minimum wage.

Matthew Ramer3 min read
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Investment · Current Events · 2019

July 2019 Market Risk Update

It’s the time of the month for monthly risk update for which we turn to our good friend Brad McMillan.Once per month, we share Brad’s thoughts on the markets.

Matthew Ramer5 min read
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Investment · Current Events · 2019

June 2019 Market Risk Update

It’s that time of month when we explore the monthly market risk update with our good friend Brad McMillan.To be honest, I’m getting frustrated with the total lack of visibility that is being caused by political turmoil.

Matthew Ramer7 min read
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Education · 2019

My Wallet Seems Thin

This week’s topic may appear to be geared towards the children of our clients, such as young professionals and those with young families of their own.

Matthew Ramer4 min read
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Investment · Current Events · Education · 2019

Beyond Tariffs

The Tariff War has taken center stage as of late, so we thought we’d discuss why economists and financial professionals have become so concerned.

Matthew Ramer5 min read
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Community · 2019

Tech & Texting Update

Over the years, there have been many updates to the legal requirements regarding written communication between client and advisor, and texting is now governed by such laws.

Matthew Ramer2 min read
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Investment · Current Events · 2019

Dip Trade Out - Account Risk Change

This weekend’s reading is important, so thank you for taking the time to read it.When the market fell more than 10% last year, we bought into that dip for most clients by executing the age-tested “buy low, sell high” strategy.

Matthew Ramer3 min read
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Current Events · Education · 2019

Costs of Government Shutdown

Over the last few weeks, many people have asked about the economic effects of the recent government shutdown, which was the longest in US history.

Matthew Ramer5 min read
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Investment · Current Events · 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 every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a public letter…

Daniel Levinson7 min read
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Current Events · Education · 2019

2019 Key Number Update

Each January, we send our readers an update on key tax and retirement numbers for the new year, such as new income tax brackets and 401k/IRA contribution limits.

Matthew Ramer1 min read
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Investment · Education · 2018

Social Responsibility vs. Performance

First, let me thank all of you for your overwhelming response to last weekend’s B-Corp announcement, which hit the second highest read-rate of our weekend reading series, which is now in its 7th year.

Matthew Ramer4 min read
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Community · Education · 2018

MORWM's Proudest Moment Ever

We ask that all of our readers take a moment and watch the following 4-minute video about certified Benefit Corporations (B-Corps).

Matthew Ramer4 min read
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Investment · Community · Current Events · 2018

Volatility, and Resolve

This weekend, we share with you a blurb written by our beloved Kirsten about the Pittsburgh tragedy.

MORWM2 min read
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Current Events · Education · 2018

IRS Denies S.A.L.T Tax Relief

As part of the Trump tax legislation of 2018, a $10,000 limit has been placed on the deductibility of state and local taxes (SALT).

Matthew Ramer3 min read
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Investment · Current Events · 2018

Party vs. Market

Here we begin what may be a painful, but hopefully informative, discussion about the coming midterm elections.

Matthew Ramer4 min read
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Community · 2018

Calling All Hands

It’s not uncommon for me to be asked about what our firm stands for and what differentiates us from other companies.

Matthew Ramer2 min read
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Investment · Education · 2018

Gain, Loss & Performance, Episode 2

A few weeks ago, we wrote an article discussing the differences between “Principal Gain & Loss” versus “Tax Gain and Loss.” This article was inspired by questions we’ve received about why growth in a particular investment…

Matthew Ramer4 min read
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Investment · Current Events · 2018

June Market Risk Update

It’s that time of the month – here is our monthly Market Risk Update, written by our good friend Brad McMillan.

Matthew Ramer7 min read
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Investment · Education · 2018

Gain & Loss

This weekend’s reading may, on the surface, seem boring, but I promise you that it’s really not.

Matthew Ramer4 min read
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Community · Current Events · 2018

Ford New Technology

Due to several client meetings outside our home office, we are skipping this weekend’s reading.

Matthew Ramer1 min read
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Investment · Current Events · Education · 2018

Yield Curve

I’ve been meaning to write an article about what we call “the Yield Curve” because of all the statistics and metrics we at MORWM utilize in our forecasts, this is among those we take most seriously.

Matthew Ramer5 min read
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Investment · Current Events · 2018

Yesterday's Market

Given the treacherous ride that the US stock market endured recently, I considered writing a mid-week email.

Matthew Ramer2 min read
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Investment · Current Events · Education · 2018

Tariffs = Earlier Recession

The effects, advantages, and disadvantages of tariffs in the global economy are relatively simple to understand once you filter out all of the fake news.

Matthew Ramer4 min read
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Community · Education · 2018

Tax Docs Update

Try to stay awake for this weekend’s tax reading; it’s boring but important.

Matthew Ramer2 min read
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Investment · Current Events · Education · 2018

Are We Buying Into the Dip?

Between visiting clients and paying minute-to-minute attention to the market this past week, all of us at MORWM have been double-time.

Matthew Ramer2 min read
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Current Events · Education · 2018

New Tax Law - 529 Plans

This weekend, I thought that we’d celebrate one good thing included in the new tax legislation passed late last year.

Matthew Ramer4 min read
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Investment · Community · Current Events · 2018

A Sense Of Purpose

For some time now, we have shared an annual letter written by Larry Fink, the CEO of Blackrock, to other CEO’s.

Matthew Ramer2 min read
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Investment · Current Events · Education · 2018

Cash and Cars

Two notes: One is very important, and the other is too.Why is there extra cash in my portfolio?In the last week of 2017, some of you may have noticed several sales in your portfolio that resulted in a cash balance that is higher than normal.

Matthew Ramer3 min read
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Community · Current Events · Education · 2017

HIV / AIDS

This weekend we discuss a topic totally unrelated to finance and investments, but a topic I find to be jaw-dropping.

Matthew Ramer3 min read
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Community · 2017

2nd Annual MORWM Giving with Purpose List

Last year, one of our most popular weekend readings was a list of excellent holiday gifting ideas adding a whole new level to the concept of holiday “Giving.” The level of philanthropy supported by our clients and friends…

Gloria Hang4 min read
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Community · 2017

8th FIVE STAR Award for MORWM

I am extremely proud to announce that for the eighth time, Crescendo Business Services and Philadelphia Magazine have recognized my staff and me as a “FIVE STAR Wealth Manager.” Though this is hardly the first time we’ve…

Matthew Ramer2 min read
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Investment · Current Events · 2017

November Market Risk Update

Before we begin, in the spirit of Veterans Day, let us honor all those who have served our country, and all those who continue to serve today.

Matthew Ramer6 min read
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Investment · Community · 2017

MORWM in the News!

I received a pleasantly surprising email from a colleague of mine a few days ago.

Matthew Ramer1 min read
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Investment · Current Events · 2017

October Market Risk Update

Its time again for our monthly market risk update, for which we turn to our good friend Brad McMillan, author of The Independent Advisor.

Matthew Ramer5 min read
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Community · Current Events · 2017

A New Take on the Minimum Wage

For this weekend’s reading, we would like to share an article written by the founder of Philadelphia’s own La Colombe Coffee Roasters, Todd Carmichael.

Matthew Ramer1 min read
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Investment · Current Events · Education · 2017

Dow 1 MILLION!

For this weekend’s reading, I wanted to discuss very briefly the current market conditions, most notably the new highs, and reiterate both our mid-term and longer-term forecasts.

Matthew Ramer3 min read
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Community · Education · 2017

Rain Gardens 101

I live in Haverford Township, PA, and our Environmental Advisory Committee was awarded part of a grant from the Water Resources Education Network and the National Fish and Wildlife Foundation.

Amy Killeen2 min read
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Investment · Current Events · 2017

Market Risk August 2017

It’s time for our monthly update on prevailing economic and investment market related risks.

Matthew Ramer4 min read
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Education · 2017

Living Trusts 101

This weekend’s reading is short and sweet, but it answers a very common question and hopefully resolves a common myth.

Matthew Ramer4 min read
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Community · 2017

New MORWM Employee!

Please everyone gather around as I, with tremendous excitement and great honor, introduce to you the newest member of our MORWM family, Gloria Hang!As most of you know, we do not simply hire the best candidate we can find in a fixed period of time.

Matthew Ramer2 min read
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Current Events · Education · 2017

Trump Tax Plan

April 30, 2017Trump Tax Plan: Less than Half a Page Long and Very Short on DetailsDear Clients & Friends,Our assessment of Trump’s tax plan is fairly straightforward because, unexpectedly, the “comprehensive and sweeping” tax reform is only 250 words.

Matthew Ramer6 min read
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Community · 2017

Rock to the Future and Earth Day

This weekend, no economics or politics - just Rock & Roll and Mother NatureDear Clients & Friends,Tonight, MOR Wealth Management is sponsoring the 4th annual Music For All Ball.

Matthew Ramer2 min read
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Investment · Current Events · 2017

April Market Risk Update

Though we usually do not have time to craft many creative weekend essays during the depths of tax season, we certainly don’t want to skip our monthly risk update.

Matthew Ramer7 min read
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Investment · Current Events · 2017

Laurence Fink 2017 Letter to CEOs

"...shared economic security can only be achieved through a long-term approach by investors, companies and policymakers." -Laurence FinkDear Clients and Friends,Last year around this time, we shared Laurence Fink’s annual…

Matthew Ramer6 min read
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Community · Education · 2017

Important Tax "Stuff"

For this weekend reading, we are going ultra-important, albeit knowingly ultra-boring.Dear clients and friends,For this weekend reading, we are going ultra-important, albeit knowingly ultra-boring.First, I want to remind our…

Matthew Ramer2 min read
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Investment · Current Events · 2017

February Market Risk Update

As I contemplate risk in consideration of the measures that we like to use, I find myself particularly frustrated this month…Dear Clients and Friends,For this weekend’s reading, we send out our monthly market risk update.As…

Matthew Ramer6 min read
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Investment · Current Events · Education · 2017

Global Trade

Trump’s world: to Trade or Not to TradeDear Clients and Friends,As we alluded to last week, today we write about President Trump’s economic agenda.

Matthew Ramer9 min read
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Investment · Current Events · Education · 2017

Department Of Labor Ruling

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.

Matthew Ramer6 min read
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Education · 2017

New Year's Resolution

Being a closet tech-geek I wanted to share this New Year’s resolution article written by our CFN technology team referencing a few technologies that may assist in tracking personal spending more diligently.Dear Clients &…

Matthew Ramer4 min read
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Community · Education · 2016

Human Trafficking

“We choose to hope as an act of defiance in the face of violence and horrific abuse.”Dear Clients and Friends,This weekend, I’d like to introduce the authorship of yet another family member here at MORWM.

Matthew Ramer7 min read
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Investment · Current Events · Education · 2016

SEC reforms Money Market Funds

Q&A on the recent new legislation on money market fundsDear Clients and Friends,Over the last several weeks, the news has been discussing new legislation passed regarding money market funds.

Matthew Ramer5 min read
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Community · Current Events · Education · 2016

IRS Relief for Louisiana Flood Victims

IRS Announces Relief for Louisiana Flooding Victims Participating In Retirement PlansDear Clients & Friends,Before we get into this week’s reading and news, we wanted to let everyone know that MOR Wealth Management will be…

Matthew Ramer4 min read
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Investment · Current Events · 2016

Brexit: Disaster, Annoyance, or Opportunity?

In summary, we believe, and have been vocal about this for some time, that the effects of the Brexit will be far less substantial than the news media and the European banks are suggesting.Dear Clients & Friends,In light of…

Matthew Ramer4 min read
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Investment · Current Events · Education · 2016

Recession 2017

This weekend’s reading is likely to be among the most important of these letters we write for the remainder of 2016.

Matthew Ramer9 min read
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Investment · Education · 2016

Bias

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.

Matthew Ramer6 min read
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Investment · Current Events · 2016

Laurence Fink Letter 2016

February 5, 2016In our MORWM morning briefing we often discuss the obsession corporate America and the investing public has with short term results.

Matthew Ramer5 min read
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