July Market Update + Office Hours Q&A Session

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July Market Update + Office Hours Q&A Session

Please join us for the July edition of Market Update + Office Hours Q&A Session. This presentation will be held in the first part of each month and will include the following topics, as well as an opportunity to as your own questions:

  • Market Minutes: A recap of what moved the markets during the previous month
  • Planner’s Corner: Timely updates on taxes, charitable giving, estate planning and insurance items that may affect your financial plan
  • FAQ: Answers to the questions we’re most frequently asked on a day-to-day basis
  • Meet a Merriman Teammate: Opportunity to meet another member of your team
  • Bonus: Sharing useful articles and life hacks to improve your quality of life
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Additional Online Resources

Guilt-Free Spending

Guilt-Free Spending

Whether you are a busy professional struggling to figure out why you don’t have more money at the end of every month or you are already retired and unsure how to balance your personal spending with other goals, there is a strategy that can help you feel more in control of your money without having to budget.

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