Investment Philosophy 101

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Investment Philosophy 101

In this presentation you will learn: The importance of having an investment philosophy. How we think about and expand upon the Merriman investment philosophy. How to integrate your investment philosophy into your financial plan. Register today to secure your spot!

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The Scary Thing About Getting Married…

The Scary Thing About Getting Married…

In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.

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