When Joe Allen, CEO of Strikes For Kids, reached out to us and asked if we would like to sponsor their bowling tournament for the second year in a row, we were delighted to say yes. Strikes For Kids organizes bowling tournaments across the country to benefit different nonprofit organizations. This year, the event was hosted by Seattle Seahawks Earl Thomas & Marshawn Lynch, and benefited the Guardian Angel Foundation and Fam 1st Family Foundation. We were happy to support these great nonprofit organizations!
During this exciting evening, a few Merriman clients and employees bowled and hung out with Earl and Marshawn, and Russell Okung even dropped by. ESPN’s sports journalist Kenny Mayne got a lesson from Pro Bowler Norm Duke and knocked down a strike. Seahawks mascot Blitz was also there showing off his bowling skills for the kids. There is no better feeling than you get when you see excited kids meeting their favorite Seahawks players and having fun with their family.
You can watch some video coverage of the event here. Next time you are in our office, be sure to check out our autographed Seahawks bowling ball at the front desk!
We are excited to announce that Merriman Wealth Management, LLC was recognized as one of the Top 300 Registered Investment Advisors (RIAs) in 2014 by Financial Times!
Financial Times uses a number of quantifiable and objective measures of investor-centered criteria to select the top firms, including assets under management (AUM), AUM growth rate, years in existence, compliance record, industry certifications and online accessibility. We are proud to be named in this elite group.
Download a full copy of the Financial Times special report here.
Merriman is not affiliated with Financial Times and did not pay to participate in the list. Please see pages 2 and 12 of the FT Special Report for a full description of the selection methodology utilized by Ignites Distribution Research, a sister publication to Financial Times. Rankings are historical in nature and are not indicative of future performance. The FT 300 list is not an endorsement from Financial Times nor a testimonial of client experience with Merriman.
We recently had the opportunity to be the title sponsor for Merriman Live Bowl United Presented by Team Avril, a bowling tournament for all ages and skill levels hosted by Seattle Seahawk Cliff Avril. He was joined by several of his teammates: Red Bryant, Brandon Mebane, Michael Bennett and Clinton Mc Donald.
During this fun evening, a few Merriman clients and employees got to hang out with some Seahawks and show off their bowling skills at West Seattle Bowl. I think I threw more gutter balls than strikes, but that did not matter because the evening was about having fun and supporting a great nonprofit organization.
Net proceeds benefited United Way of King County and Strikes for Kids, a nonprofit organization that partners with professional athletes in bringing local business, fans, children and sports together for great causes. There is no better feeling seeing the excitement that the children have to meet their favorite Seahawk while having fun with their family. Strikes For Kids coordinates these bowling and golf tournaments across the United States. We were thrilled and honored to sponsor this first event in the Seattle area.
Below are some links to check out video coverage and photos from this event. Go Hawks!
Fall’s arrival is always a sweet end to a perfect summer of sun and warmth – it wakes us up with a blast of cool weather as the leaves change color and fall around us. Most importantly, it brings us football season.
You may now begin your fantasy football addiction, adorn your college or NFL jersey, tailgate, or just notice football games taking over every TV in your life. Football is embedded in our culture. We root for a team to overcome individual idiosyncrasies and be the best and greatest.
Vince Lombardi likes to remind us “Football is like life.” If football is like life, what does your Life Team look like? Is your defense ready to go? Who would be your quarterback? What receivers would make your touchdowns? And what offense is preventing life events from taking you by surprise?
In the game of life, every family needs a good proactive defense behind them:
Your goals in life represent the ball – being carried through life against your ever-changing environment and market.
An advisor is the quarterback – implementing strategies for success as the on-the-field leader.
The research team is the center – the first line of defense to support the advisor in a volatile market, ensuring investment assets are diversified and invested to obtain the best return for the acceptable risk.
The technology team and client services are the guards and tackles – creating openings for efficient account activity, evaluating security of trading systems and your data, and blocking negative third-party experiences.
The advisor’s professional network represents the receivers – experienced in positioning you for success by looking for opportunities to protect you from potential blocks.
You also need an excellent offense: a proper asset allocation, efficient tax planning, detailed insurance planning and maximized wealth preservation and wealth transfer.
In the team approach, each player comes together to share information and ideas, review strategies for reaching your goals on a holistic level, and ensure an adequate offense to counter life’s hiccups.
Otherwise, the success of one player, you, running the ball all the way to the goal line alone is small. Individuals can at times think too much about changing their strategies, and sometimes don’t take appropriate or timely action when obstacles present themselves. They are not able to move freely through life and enjoy the present.
Consider your current Life Team and what changes you would make.
Over the past 30 years, Merriman Wealth Management evolved into a Life Team to help accomplish your personal and financial goals. We believe by aligning our clients, internal employees and external professionals toward the client’s goals and values, we can make a significant impact in covering the field to implement long-term strategies for success and helping you get what you want in life. Whether you’re ready to take the step to be part of a team, or you’re still thinking about making changes to your life strategies, we will be here when you need us.