Factor Trend Overlay

White Paper: Factor Trend Overlay

Download this white paper from our Research Department to learn more about the why, when and how of Factor Trend Overlay implementation in our MarketWise portfolios.

Introduction to Factor Trend Overlay Webinar

Our CIO, Kristi, de Grys, discussed the introduction of our Factor Trend Overlay to our MarketWise equity portfolio and answered your questions. Were you unable to attend or would you like to re-watch the webinar?

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Aimee Butler & Chris Waclawik Promoted to Principals

Merriman Wealth Management, LLC, an independent wealth management firm with over $3.5 billion in assets under management, is pleased to announce the promotion of two new principals – Wealth Advisors Aimee Butler, CFP®, and Chris Waclawik, AFC®, CFP®.

Geoff Curran and Paige Lee Added to Merriman’s Investment Committee

Merriman Wealth Management, LLC, an independent wealth management firm with over $3.6 billion in assets under management, is pleased to announce the additions of Geoffrey Curran, CPA/ABV, CFA, CFP® and Paige Lee, CFA, CFP®, CSRICTM to the firm’s investment committee.

Merriman Wealth Management, LLC, Opens New Office in Bellevue, Moves Seattle Location

Wealth management firm Merriman is opening a new office in Bellevue as part of its strategic growth plan.

10 Reasons Why Clients Hire Us

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.

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.

How to Report Your 2020 RMD Rollover on Your Tax Return

One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.

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