Quarterly Investment Update + Office Hours Q&A

Quarterly Investment Update + Office Hours Q&A

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 (including our take on the stock market). 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 our special guest! Register today!

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Additional Online Resources

Spring Document Cleaning

Spring Document Cleaning

It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.

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