Munroe Morrow Wealth Management

05/25/2026

We honor and remember all those who have served. Thank you for your service. Have a happy and safe memorial day.

05/23/2026

Pessimists sound smart; optimists make money.

“Optimism is true moral courage” Ernest Shackleton

Just two months ago, the stock market fell about 10 percent and all the pessimists lined up their narratives in the papers, trying to attract eyeballs and advertisers. — Remember, bad news makes good copy

What they missed , and what we told our clients was the true story — corporate profit growth was rising as the market was falling

We said — “its profits, not politics; companies not counties, that determine where the stock market goes.”

As Warren Buffett likes to teach — the worst bet you can ever make is against the US economy; it may get gummed up from time to time, but there is no stopping the innovation and free market dynamics of the American economy.

The next time the stock market drops 10-20 percent, which it will occasionally, re read this post, and get ready for all the pessimists trying to derail you from your long term goals

This isn’t blind optimism— it’s MATH.

Profits up — stocks up

Instead of “ it’s the economy, stupid “. It should be , “it’s the profits, stupid”

05/22/2026

A lot of people create trusts… and then wonder: “Okay, now what?”

Tomorrow on the Retirement Playbook, Jon and Kyle are joined by an estate attorney to talk about one of the biggest estate planning gaps we see: having documents in place without a clear plan for how they actually work.

Estate planning isn’t just about signing paperwork. It’s about understanding:
• What goes into the trust
• How accounts should be titled
• Who needs to be involved
• And how your financial and legal teams coordinate together

Tune in tomorrow for more on building an actionable estate plan.

THE RETIREMENT PLAYBOOK
SATURDAY - WRKO AM 680 - NOON TO 1PM.

https://www.mmwealthmanagement.com/the-retirement-playbook/

05/20/2026

Welcome the warmer weather by celebrating Boston's vibrant music scene. Mark your calendars for the free summer North End Music & Performing Arts Center concerts. Thursday evenings from 6:30-8. https://www.thebostoncalendar.com/events/nempac-s-jazz-in-the-park--26

The North End Music & Performing Arts Center (NEMPAC) returns to the Rose Kennedy Greenway for its 2026 Jazz in the Park Summer Concert Series, taking place Thursday evenings, July 9th through August 6th.Artistically directed by Stefano Marchese, the free outdoor series features Boston’s top j...

05/15/2026

Don’t keep your family in the dark!!

We urge our older clients to have intentional conversations about their retirement savings with their adult children; we often help facilitate these family conferences in our meetings.

Don’t wait until healthcare becomes a limitation to share where your finances are, who your key contacts are, and what matters most. Make sure the right people in your life know where things stand before a health event forces urgency.

Jon touches on this in tomorrow’s episode of The Retirement Playbook on:

WRKO AM 680.
Saturday 12-1pm

❓Submit your Questions to the show:
https://www.mmwealthmanagement.com/the-retirement-playbook/

🎙️Listen to previous episodes

Spotify: https://open.spotify.com/show/283X47yk0AfssIpYmoR7EX?si=f23injQdTa2tNCuLFSL6sg

Online: https://wrko.iheart.com/featured/the-retirement-playbook/

05/10/2026

Happy Mother's Day!

05/01/2026

DIY is not ok when you’re dealing with millions of dollars!

Tomorrow at NOON on WRKO AM 680, Greg Munroe joins Jon Coughlin and Kyle Hurley on The Retirement Playbook to talk about real client wins and why professional guidance can make a meaningful difference in retirement.

Retirement isn’t just about saving, it’s about making smart decisions around income, taxes, investments, and protecting what you’ve built.

Listen to the episode live tomorrow, or listen to previous episodes here:
https://www.mmwealthmanagement.com/the-retirement-playbook/

04/20/2026

Good Luck to all the runners running in the Boston Marathon! photo credit: Purely Boston.

04/16/2026

It’s easy to look at a stock market chart from a few years ago and say, “I should have bought more then!”

It’s much harder to feel that same confidence when today’s headlines are filled with talk of inflation and global uncertainty.

The truth? Volatility is simply the price of admission for long-term gains. Disciplined investors don’t wait for the storm to arrive to decide how they’ll feel.

In our latest post, we share how we help our clients replace emotional reactions with disciplined decisions so they can stay focused on their long-term goals, regardless of the news cycle.

Stop being a victim of the headlines and start being a steward of your future.

Read more here: https://www.mmwealthmanagement.com/all_blogs_videos/why-opportunity-always-feels-like-risk/

04/04/2026

Happy Passover and Happy Easter to all that celebrate!