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®.
Register to secure your spot!
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.
We are so delighted to share some amazing visual stories of our client families LIVING FULLY! We asked you to share and you answered – with wonderful images of you living your dreams.
Wealth Advisor, Frank McLaughlin can’t help but notice the parallels between the Seahawks and the financial markets in 2022. So, as we are currently in the midst of a difficult season, how do we put together the right team to win you a super bowl trophy (or at least help you achieve your goals)?
