Do you have enough set aside for emergencies?

The SVB Bank Collapse and What It Means For You

The SVB Bank Collapse and What It Means For You

The speed at which the SVB collapse happened showed us what a run looks like in an age when information travels almost instantaneously and money can be requested from anywhere via a simple request from a phone. Here are some insights from Merriman Chief Investment Officer, Kristi de Grys.

I’ve Been Laid Off — What Now?

I’ve Been Laid Off — What Now?

News headlines everywhere are talking about widespread layoffs, particularly in the technology industry. Of course, the primary concern when facing a layoff is finding a new job, but that can take time. Here are a few things to think about as you adjust to your new normal. Perhaps most importantly, DON’T PANIC!

Should You Have a Budget?

Should You Have a Budget?

Join Wealth Advisor, Mike Ersser on a journey to discover budgeting types so you can determine the approach that makes the most sense for you!

How We Understand Financial Freedom, and How We Actually Should

How We Understand Financial Freedom, and How We Actually Should

Financial freedom does not imply a flashy car or millionaire status. First and foremost, it is the absence of debts as well as the ability to manage your own time. What habits can help people manage their finances competently and not be concerned about life after retirement?