More than likely you or a close family member have faced a decision to lease or buy. Whether you’re interested in acquiring a new car, a home or a child’s athletic gear, your choice to lease or buy is likely influenced by what you learned growing up or by discussions around the office water cooler. Why does it feel like it’s such a tough decision? (more…)
Figuring out how much risk to take in a portfolio can seem like a simple calculation, but for most people, emotions tend to make the process more challenging. On the surface, we all know risk is a necessary component of investing, but finding the right amount of risk to achieve our goals is more complicated than just picking a number between one and ten.
There are many factors that determine how risky an investment is. (more…)
At Merriman, we encourage our clients to pursue a fulfilling life. This sounds great, but can sometimes be harder to achieve than we’d like. You might find yourself thinking, “If I only had more time for….”. How many times have you lamented a lack of work/life balance? While our jobs provide the means to achieve some of our goals, but at times, they may stand in the way of personal fulfilment. (more…)
One of the biggest ways we as investors can get in the way of meeting our goals is by letting our emotions dictate our investment decisions. Some investors act too late and invest at the top of the market. (more…)