Want to learn more about a certain topic?
My Journey to Sustainable Investing | An Advisor’s Perspective
Follow an advisor’s personal journey to sustainable investing and learn more about Merriman’s new values-based portfolio.
Why Do I Need A Financial Plan?
Why do you need a financial plan? Not only to increase your chances of success, but to also minimize potential failures.
What Women Need Know About Working with Financial Advisors | Tip #3
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
How Kids, Teens, and Parents Can Be Financially Smart—Together!
Why is it that when the words “children” and “finances” are mentioned in the same sentence, parents brace themselves like they are about to hear the punchline to a really bad joke? Well, it may be because children and finances are often characterized as two major topics that can cause stress and frustration. Here are some activities that can be done together that can be fun and satisfying for the whole family.
Why You Should Consider ROTH Conversions During a Bear Market
The benefits of ROTH conversions are not just effective during a severe bear market but can be utilized nearly every year.
Tips for Selling Your Investment Properties
Planning to list your investment property for sale? Selling this type of property comes with a set of unique challenges. When you plan and strategize in advance, you could save yourself a lot of time and money.
What Women Need to Know About Working With Financial Advisors | Tip #2
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
What to Consider Before You Refinance Your Mortgage
There are many factors besides the interest rate that a homeowner should consider before refinancing. Check out our top seven key considerations.
5 Ways You Can Rebuild Your Wealth in 2020
Everyone will agree that the COVID-19 pandemic has wreaked havoc on people’s budgets. Here are 5 ways to get back on track.
Wellness as a Financial Strategy
Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.
What Women Need to Know About Working with Financial Advisors | Tip #1
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
With the World Working from Home, How Can Real Estate Be a Good Investment?
One of the most noted and real impacts of the coronavirus is that employees are working from home. This trend might lead one to worry that real estate values will plummet as demand falls and supply stays constant. To this, our Chief Investment Officer, offers two counter points.
