After a difficult 2020, many looked toward the new year through an optimistic lens. 2021 kept us all on our toes, with the continued pandemic and new strains, along with a turbulent market and rising inflation to name a few things.
While we don’t yet know what 2022 will bring for the economy, for markets, or for our own lives, there are still some things we can control.
As we welcome in a new year with hopeful expectations, let’s take a moment to recommit to those factors within our control:
Planning for Our Future
As we reflect on continued challenges this year, many are wondering what they can do to set themselves and their loved ones up for financial success. From getting creative with financial literacy for your little ones, to avoiding common pitfalls at early and mid-career points, to preparing for retirement and taking care of future generations, we see and help with it all. While we can’t predict what the future will hold, we can help you plan, prepare, and hold your hand through the transitions of life.
Building Better Financial Behaviors
Too often investors focus on markets and the latest fads when they should focus on themselves, their hopes, goals, and dreams. When we see the media focus on a trend, like we did with NFTs, cryptocurrencies, and inflation this year, it’s an important reminder to not be swayed from your investment philosophy. With the right amount of guidance and discipline, diversification can be the key to long-lasting financial freedom.
May you and your family enjoy the warmth this season has to offer and a new year filled with hope, love and success!
Disclosure: The material is presented solely for information purposes and has been gathered from sources believed to be reliable, however Merriman cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Merriman does not provide tax, legal or accounting advice, and nothing contained in these materials should be relied upon as such.
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At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big.
Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do."
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