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.
If you are anything like me, chances are you have struggled with gift-giving at some point in your life. The MOR Wealth Management family brainstormed the following list of websites that allow for easy browsing and a variety of gift ideas that also give back to society in some way. These truly are gifts you can feel great giving. Purchases from the following websites all give back to the community and are appropriate for many occasions, including the holidays.
This week, we seek to entertain you with a positive development in our otherwise mind-numbing tax code. Insomuch as charity is deeply seeded in our firm’s culture, let’s discuss a terrific philanthropic incentive passed by Congress earlier this year.
In the last few months, I’ve passed the Weekend Reading baton to other family members here at MOR Wealth Management. Recently inspired by this development, today Dan Levinson takes the keyboard to enlighten us in the spirit of giving.
Over the last several weeks, the news has been discussing new legislation passed regarding money market funds. As expected, we’ve received a number of questions from our MORWM family of clientele related thereto. Given the timeliness, we thought it would make a good topic for this weekend’s reading.
We were disappointed to recently read (in Cosmo of all places) about two very popular and well respected companies who have apparently failed to pursue a commitment agreed to years ago. There are a few years left on the clock. Read, and let us hope that these companies’ commitments are truly aimed at what they can do, instead of what they can say.
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.
In light of UK’s decision to leave the European Union, we are postponing this weekend’s reading so that we may make a few comments on this topic. They will be brief, and we see opportunity abound.
Read more about Brexit: Disaster, Annoyance, or Opportunity?
This weekend’s reading is likely to be among the most important of these letters we write for the remainder of 2016. Most of you will enjoy learning that we are elevating clients’ portfolio yield yet again. However, it’s important that you understand why, so we can set your expectations for the next 1.5-2 years.
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. While some of you may be aware of the vehement opposition to this new law by the large investment banks, we here at MOR Wealth are in full support of this new rule!