If you find yourself in any of these situations, you should consider hiring a financial advisor.
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Office Hours: Ask a Certified Financial Planner™ Professional
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Office Hours: Ask a Certified Financial Planner™ Professional
With the new year now in full swing, we are hosting the first edition of Office Hours: Ask a Certified Financial Planner™. Office Hours 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
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Meet a Merriman Teammate: Opportunity to meet another member of your team
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Bonus: Sharing useful articles and life hacks to improve your quality of life
Join the Meeting
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Additional Online Resources
Is It Time to Hire a Financial Advisor? | 5 situations when the answer could be yes
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Pitfalls of Buffered and Levered ETFs to Achieve Your Financial Goals
The marketplace for exchange-traded funds (ETFs) grows each day, and more and more different and innovative products are being created. One new type utilizes derivatives. While these ETFs are innovative and flashy, it’s important to think about the ramifications of investing in such a product.
What Women Need to Know When Working With a Financial Advisor | 5 Tips
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
