The benefits of a review meeting with your advisor

Working at Merriman has many great benefits because of the importance this company places on taking care of its employees creating a truly unique work environment. But one benefit that is often forgotten about is the fact that we also get to take advantage of our own services. It is so awesome to work at an office so rich with knowledge. I love sitting down with my own advisor, Phuc Dang, to go over my savings and expenses. Having a third party review my financial situation is extremely helpful – Phuc always finds a little something I missed, and can point out ways to use or save my money more wisely. (more…)

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Merriman Advisor Mark Metcalf joins Paul to discuss the role trust plays in investing

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Why Robert Kiyosaki is not a financial planner

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Is it true that we can’t overcome the power of fear or greed?

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What financial questions can Merriman help with?

The other day a friend asked me a good question. If she became a Merriman client, what exactly would we advise her about?

Like many people, she is very smart and has a successful career. But also like many people, she’s not sure she has made the best decisions about her money.

“First and foremost,” I told her “we will manage your money to make sure it’s doing the best job possible of helping you achieve what you want in life. So one thing we’ll talk about is how your investments are doing.” (more…)

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“My advisor always has my best interests at heart.”

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