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.
Merriman’s Quarterly Investment Update + Office Hours Q&A
Merriman’s Quarterly Investment Update + Office Hours Q&A
Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session! Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment strategies and the markets (including our take on the economy, inflation, and interest rates). Then we’ll address our most commonly asked questions, debunk myths, and provide timely updates on various financial topics. Register to secure your spot!
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Additional Online Resources
Can You Afford to Spend More and Give More? You Might Be Surprised by the Answer!
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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.
Pet Insurance Guide — Worth the Cost & What Coverage to Choose?
Unexpected illnesses, broken bones, and unforeseen medical conditions can unfortunately arise out of nowhere; and given that veterinary care prices have risen, many pet owners may struggle to provide the care that their furry friends need. Taking this into account, does it make sense to get pet insurance?
