Quarterly Investment Update + Office Hours Q&A Session

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Quarterly Investment Update + Office Hours Q&A Session

Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session!

To start, Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment strategies and the markets. Then we’ll address our most commonly asked questions, debunk myths and provide timely updates on various financial topics.

Make sure to stay until the end to meet CEO Jeremy Burger, CFA, CFP®.

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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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