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Please note: If you are a client of Merriman, do not use this form for any communications about your account. Any communication of that nature will not get to the proper person if it is submitted here.

Psychology of Investing

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Psychology of Investing

May 19, 2020

Investing involves so much more than models and spreadsheets. It is an art rather than a science that involves humans interacting with each other. At its core, investing is a study of how we behave.

Webinar | The Fragility of Retirement in the Coronavirus Era

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-lazy-src="http://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" />

<img alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-src="http://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="http://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' />

Webinar | The Fragility of Retirement in the Coronavirus Era

Apr 17, 2020

We have also been hearing lots of questions from clients, prospects, friends, and family.

Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?

If you are worried about some of these things too, then click to learn more.

I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?' width='400' height='250' data-lazy-src="http://www.merriman.com/wp-content/uploads/Donations-400x250.jpg" />

<img alt='I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?' width='400' height='250' data-src="http://www.merriman.com/wp-content/uploads/Donations-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="http://www.merriman.com/wp-content/uploads/Donations-400x250.jpg" alt='I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?' width='400' height='250' />

I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?

Mar 24, 2020

In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?

I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?' width='400' height='250' data-lazy-src="http://www.merriman.com/wp-content/uploads/Donations-400x250.jpg" />

<img alt='I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?' width='400' height='250' data-src="http://www.merriman.com/wp-content/uploads/Donations-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="http://www.merriman.com/wp-content/uploads/Donations-400x250.jpg" alt='I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?' width='400' height='250' />

I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?

Mar 24, 2020

In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?

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Reason #9 Why Clients Hire Merriman: Family Continuity

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Reason #9 Why Clients Hire Merriman: Family Continuity

Life is unpredictable. We help you make a plan so you know your family will be taken care of…and that’s why our clients love us.

Should I Take the Boeing Voluntary Layoff (VLO)

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Should I Take the Boeing Voluntary Layoff (VLO)

Many people may be considering the Boeing Voluntary Layoff (VLO) offer but are unclear what retiring now would mean for their future lifestyle. This is a major decision to make in a short amount of time, and there are many factors to consider.

Webinar | The Fragility of Retirement in the Coronavirus Era

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-lazy-src="http://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" />

<img alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-src="http://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="http://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' />

Webinar | The Fragility of Retirement in the Coronavirus Era

We have also been hearing lots of questions from clients, prospects, friends, and family.

Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?

If you are worried about some of these things too, then click to learn more.

Reason #8 Why Clients Hire Merriman: We Hold You Accountable

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Reason #8 Why Clients Hire Merriman: We Hold You Accountable

Do you have those things you know you should do but always find distractions to not complete them? We help hold our clients accountable…and that’s why our clients love us.

Reason #7 Why Clients Hire Merriman: We’re Encouraging

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Reason #7 Why Clients Hire Merriman: We’re Encouraging

In the same way a personal trainer helps you get into shape, we encourage and motivate our clients to work towards their financial goals…and that’s why our clients love us.

Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks

<img src="http://www.merriman.com/wp-content/uploads/ToDoListShrinking-400x250.jpg" alt='Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks' width='400' height='250' />

Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks

Ever wish there was someone who liked tackling the things you enjoy least? At Merriman, we do just that. We shrink your financial to-do list…and that’s why our clients love us!

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