Managing Portfolio Risk at Market Highs

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Managing Portfolio Risk at Market Highs

As the Markets continue to drive to higher levels, it's important to explore ways to mitigate and manage your investment portfolio risk.  Join us for this month's discussion on how we think about risk here at Merriman Wealth Management. We will discuss sequence risk, the role of bonds and alternatives in your portfolio, the relationship between risk and return, and much, much more! Register to secure your spot!

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Additional Online Resources

Supreme Court Upholds Washington State Capital Gains Tax – What You Need To Know

Supreme Court Upholds Washington State Capital Gains Tax – What You Need To Know

On March 24, 2023, the Washington State Supreme Court ruled in favor of a state capital gains tax, which was originally passed in 2021 to take effect starting January 1, 2022. The state will continue as planned and collect the tax due for tax year 2022, leaving just a few short weeks to file a return and pay the tax (the federal tax return filing deadline lands on April 18 this year). With the clouds of uncertainty dispersed, it’s important for Washington residents to understand what is at play.

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Can You Afford to Spend More and Give More? You Might Be Surprised by the Answer!

Can You Afford to Spend More and Give More? You Might Be Surprised by the Answer!

What I didn’t realize when I started my career was just how difficult it can be for clients to feel comfortable spending money and giving away their wealth to family or charities they feel good about (and the regret that can come later in life by these decisions). Whether you are currently retired, soon to be retired, or just looking ahead to the future, you can learn about options and make smart decisions that may enable you to spend more and give more.

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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.

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