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Investing in Coral Reefs

Maui was always a favorite vacation spot of mine growing up. One of the best parts was my aunt and uncle’s snorkel business. We would wake up early for the calm water, quickly eat a pineapple donut for breakfast, and set sail. Having been in business for decades, they knew the island well. Whatever you were looking for (or not looking for, like sharks), they could find it.

Thirty years later, I am now taking my family to Hawaii. While we still enjoy the water and all it has to offer, things have changed, most notably the coral reefs and the ecosystems they support. read more…

Why Downward Dog is Greater Than Wine

New Year’s resolutions – they’re the annual ritual of racking your brain to come up with the perfect, attainable goal that will make you a better person. They also represent the annual cycle of contemplation, excitement, early success and often, failure.

Over the years I’ve struggled to come up with a “good” resolution – one that I’ll stick with after the early part of January when I’m tired of the overcrowded gym and avoiding desserts. Like most people, I have given up on almost every New Year’s resolution that I made, until this year. read more…

What is the Right 529 Plan for College Savings?

As the parent of two young children, college planning is certainly on my mind, even at just 3-years and 6-months-old. While there are multiple options when saving for college, I’ve created 529 plans for my kids, which provide several benefits.

This post examines 529 plans and their benefits, followed by a description of how I’ve chosen to invest my 529 accounts. read more…

Do I Need to Buy a Home to Be Successful?!

Many people equate home ownership with financial success and the American Dream. It’s something most of us in the United States grow up thinking, and it’s something most of us believe we should do. But, owning a home isn’t for everyone, and depending on where you live it could be difficult to achieve. Owning a home isn’t necessarily a good investment either. read more…

Living Fully with Merriman CIO and Portfolio Manager Dennis Tilley

Since 1999, Merriman CIO and Portfolio Manager Dennis Tilley has been on a journey to help our clients make wise investments. While certainly an important job that he takes very seriously, Dennis believes making smart investment choices is only a means to an end of being able to live the life our clients want. Dennis knows maybe better than anyone else that Merriman’s mantra, “invest wisely, live fully,” is all a matter of balance.

When Dennis was growing up, he watched his father work hard and save so that he could reach his long-held goal of retiring early. When his father reached that goal, Dennis saw firsthand that an early retirement could be more a curse than a blessing. While his dad enjoyed retirement at first, over time he was left asking, “Now what?” read more…

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