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!
Watch the recording here.
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Q4 2022 Market Update from Merriman CIO, Kristi de Grys
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
