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

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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