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!
Quite understandably, most people have little or no experience in settling an estate. There are a myriad of actions to be accomplished, each one of them important, and no one knows in what order tasks need to be completed, let alone how to weave through the legal dynamics. So what can we do to help?
Contributing to a Roth IRA is a great way to receive tax benefits for retirement savers. If you already do or are planning to take advantage of this tax savings vehicle, it is important to familiarize yourself with the rules that govern these accounts.
With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.
