We like to share whatever is currently on our minds, and there are a number of ways we do it. In addition to blog posts you read here, we frequently post on a number of other information sharing networks, so you can get information from Merriman wherever is most convenient for you.
And, if you haven’t already, you may want to sign up for our semi-monthly email newsletter. It contains links to some of our most valuable educational materials, in addition to some features not seen elsewhere. Take a look at the most recent edition here.
Despite the snow and icy conditions in the greater Seattle area, our office is open today until 1pm PST. We can handle any trades, money requests, questions or concerns, but we are operating with reduced staff so please be patient with us and be sure to leave a message if our main-line voicemail picks up.
Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at Merriman this summer with the intention of creating educational material for young investors. This three part series is perfect for those investors who are looking to get started but need to know the basics first.
If I’ve already convinced you to begin investing your money towards your future, give me a pat on the back.
But you’re not out of the woods yet. There’s a big difference between investing and investing intelligently. In this article I’ll try to figure out what it is, and then pass it along to you. (more…)
Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at Merriman this summer with the intention of creating educational material for young investors. This three part series featured on FundAdvice.com is perfect for those investors who are looking to get started but need to know the basics first.
Investors at all levels spend a tremendous amount of time and energy looking for hot stocks and attractive funds. They track fancy-looking graphs and complicated ratios because they’re fancy looking and complicated. Ultimately far more time is spent thinking about individual stocks and bonds than what percentage of their money is invested in stocks versus bonds.
Meanwhile, many academic studies by very smart people have concluded that the way we distribute investments across asset classes is far more relevant to a portfolio’s return than the specific securities or funds in that portfolio. A famous 1986 study by Brinson, Hood, and Beebower (he’s the smart one) called “Determinants of Portfolio Performance” concluded that a full 93.6% of the variation in a portfolio’s quarterly returns can be explained simply by what proportion of the portfolio is put in different asset classes. (more…)
Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at Merriman this summer with the intention of creating educational material for young investors. This three part series featured on FundAdvice.com is perfect for those investors who are looking to get started but need to know the basics first.
As young adults, we already invest ourselves in many things. We invest our money in consumer electronics and clothing. We invest our emotions in the success of our sports teams, our time in the strength of our friendships, and sometimes our energy into our schoolwork. Yet we persistently fail to invest in our financial futures. (more…)
Stay Informed
Get the latest blog posts delivered directly to your inbox
Merriman Wealth Management, LLC, an independent wealth management firm with over $3.5 billion in assets under management, is pleased to announce the promotion of two new principals – Wealth Advisors Aimee Butler, CFP®, and Chris Waclawik, AFC®, CFP®.
Merriman Wealth Management, LLC, an independent wealth management firm with over $3.6 billion in assets under management, is pleased to announce the additions of Geoffrey Curran, CPA/ABV, CFA, CFP® and Paige Lee, CFA, CFP®, CSRICTM to the firm’s investment committee.
Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.
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.
One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.
Follow us on Twitter: @MerrimanLLC
Like us on Facebook: Merriman, LLC
Subscribe to our RSS feed
