New Year’s resolutions – they’re the annual ritual of racking your brain to come up with the perfect, attainable goal that will make you a better person. They also represent the annual cycle of contemplation, excitement, early success and often, failure.
Since 1999, Merriman CIO and Portfolio Manager Dennis Tilley has been on a journey to help our clients make wise investments. While certainly an important job that he takes very seriously, Dennis believes making smart investment choices is only a means to an end of being able to live the life our clients want. Dennis knows maybe better than anyone else that Merriman’s mantra, “invest wisely, live fully,” is all a matter of balance.
I recently heard a TED Radio Hour story on NPR about Lux Narayan, an entrepreneur and data analyst. His organization spent two years analyzing the obituaries in The New York Times, looking for threads of commonality between the people who were featured. Then, his team created a word cloud of the text to show which words turned up most often.
As football season is fully underway, many of us get swept up in the weekly excitement of watching our favorite teams take on their rivals. Maybe you’re closely watching the ups and downs of your Fantasy Football team and strategizing about who to start each week and what the most beneficial trades may be. It’s an exciting time of year for many fans. Let’s take this opportunity to highlight the work one football player is doing off the field. 
In 2006, during the first football game played in New Orleans’ Superdome since Hurricane Katrina tore through the city the previous year, Steve Gleason, a safety for the Saints, blocked a punt against the Atlanta Falcons. The blocked punt resulted in a Saints touchdown and marked the beginning of the winningest season for the Saints up to that point. More than that, though, the blocked punt turned into a symbol for the resiliency of New Orleans. Looking at challenges Gleason has faced in his own life, it’s easy to view the blocked punt as a symbol of his own resiliency as well. 
Make sure your professional team is working hard for you.
Geoffrey Curran Promoted to Principal
We are pleased to announce the promotion of Geoffrey Curran, CPA/ABV, CFA, CFP® to principal of Merriman Wealth Management.
Reason #10 Why Clients Hire Merriman: Someone Else to Blame
During stressful times having a third-party to lay blame on can help ease relationship tensions…and that’s why our clients love us.
New IRS Rollover Relief Update for Required Minimum Distributions (RMD)
On June 23, 2020 the IRS announced additional relief relating to Required Minimum Distributions (RMD), allowing you to return RMD funds withdrawn after January 1, 2020. Learn more about this announcement.
Reason #9 Why Clients Hire Merriman: Family Continuity
Life is unpredictable. We help you make a plan so you know your family will be taken care of…and that’s why our clients love us.
Should I Take the Boeing Voluntary Layoff (VLO)
Many people may be considering the Boeing Voluntary Layoff (VLO) offer but are unclear what retiring now would mean for their future lifestyle. This is a major decision to make in a short amount of time, and there are many factors to consider.
Webinar | The Fragility of Retirement in the Coronavirus Era
We have also been hearing lots of questions from clients, prospects, friends, and family.
Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, then click to learn more.