Learn why, how and when to reduce your Amazon risk without selling everything today.

This free eBook will answer questions like:

Amazon has done so well, why should I worry?
Is it even possible to have too much Amazon stock?
Amazon is so big and stable, doesn’t that reduce the risk of the stock?
I work at Amazon and I know big things are in store, won’t that increase the value?
Will I pay more in taxes if I sell than I’ll earn if I keep the stock?
What’s the worst that can happen?
What are my options?

Get my free copy today

We'll deliver your free download straight to your inbox, along with tips you can use to get the most out of your portfolio.

Merriman’s advice has been featured in the following publications:

Wall Street Journal

The New York Times

Bloomberg Businessweek

CBS MoneyWatch

Bankrate.com

The Chicago Tribune

The Washington Post

Merriman is not affiliated with these companies and did not pay to be featured in their publications.

Your Privacy | Important Disclosure | Contact Us | Jobs

Merriman | 800 5th Avenue | Suite 2900 | Seattle, WA 98104

206.285.8877 | 800.423.4893

Make sure your professional team is working hard for you.

Schedule a meeting

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.

« Older Entries