MORWM in the News!

Dear Clients & Friends,

I received a pleasantly surprising email from a colleague of mine a few days ago. I hadn't realized that press was in the audience during a speech I gave at a recent conference. In fact, I wasn't even the presenter. I was a guest speaker who spoke only for 5 minutes. Nonetheless, please read. The topic is socially responsible investing. I believe it will make all clients smile, especially those of you with whom we've not yet discussed our socially responsible investment policy. You’ll be pleased to know that in crafting our portfolios, the environment, social responsibility, and corporate governance are deeply considered.

Advisors Embrace Sustainability as SRI Outperforms:

https://www.financial-planning.com/news/advisors-embrace-sri-for-millennial-appeal-performance


Please read, and have a lovely weekend.

*Investing in the stock market involves gains and losses and may not be suitable for all investors. The investment’s socially responsible focus may limit the investment options available to the investment and may result in returns lower than those from investments not subject to such investment considerations.