Merriman, Inc.

04/18/2012

Sending out a bunch of t-shirts today. Don't forget to make the move and get yours!

If you were already a Merriman, Inc follower on 3/30/2012, ‘Like’ us at www.facebook.com/MerrimanLLC and then message us with your address and size request to get a free Merriman t-shirt.

Merriman is a wealth management firm with offices in Seattle & Bellevue WA and Eugene, OR.

04/17/2012

Don't miss out on your free t-shirt!

If you were already a Merriman, Inc follower on 3/30/2012, ‘Like’ us at www.facebook.com/MerrimanLLC and then message us with your address and size request to get a free Merriman t-shirt.

Merriman is a wealth management firm with offices in Seattle & Bellevue WA and Eugene, OR.

04/04/2012

Don't forget to make the move to Merriman, LLC! We will be giving free t-shirts to current Merriman, Inc followers who make the move to our new Merriman, LLC page. ‘Like’ us at www.facebook.com/MerrimanLLC, then message us with your address. We’ll do our best to accommodate your size request but quantities are limited, so make the move soon!

The fine print: You must have been a follower of Merriman, Inc. as of 7:00am PST on 3/30/2012 to be eligible.

Merriman is a wealth management firm with offices in Seattle & Bellevue WA and Eugene, OR.

03/30/2012

Would you follow Merriman anywhere? We will be giving free t-shirts to current Merriman, Inc followers who make the move to our new Merriman, LLC page. ‘Like’ us at www.facebook.com/MerrimanLLC, then message us with your address. We’ll do our best to accommodate your size request but quantities are limited, so make the move soon!

The fine print: You must have been a follower of Merriman, Inc. as of 7:00am on 3/30/2012 to be eligible.

Merriman is a wealth management firm with offices in Seattle & Bellevue WA and Eugene, OR.

03/30/2012

On March 30, 2012 Merriman, Inc was converted to a Limited Liability Company. We hope you will ‘like’ our new Merriman, LLC page at www.facebook.com/MerrimanLLC to continue receiving posts from us.

Merriman is a wealth management firm with offices in Seattle & Bellevue WA and Eugene, OR.

03/22/2012

Self-employed? In this blog post, Merriman advisor Jeremy Burger summarizes some of your retirement savings options.

Being self-employed has many advantages compared to being an employee of a firm. However, retirement planning isn’t quite as easy as signing up for the company 401(k) plan like many of your friends do. That said, with some guidance from a qualified professional, you too have many excellent options. ...

03/12/2012

In this Ask Merriman post, advisor Lowell Lombardini-Parker discusses adding bonds into a portfolio in preparation for retirement.

02/06/2012

We were featured by the Wall Street Journal today! Read the article here: http://online.wsj.com/article/SB10001424052970203718504577181093517535490.html?grcc=76047fc1c3c277f2aa93bf3557e4ace2Z3&mod=WSJ_hps_sections_markets

Paul Merriman and Jeff Merriman-Cohen used to think it was the best strategy. Now the father-and-son team behind Merriman Inc. is convinced by research that suggests otherwise. Here the firm shares with The Wall Street Journal's Shefali Anand a model buy-and-hold portfolio of mutual funds.

01/31/2012

Every year, we update two of the core articles in our Best of Merriman library – Fine tuning your asset allocation and The ultimate buy-and-hold strategy.

01/17/2012

http://www.merriman.com/investing-101/1099-changes-for-the-2011-tax-year/

The new cost basis legislation means some changes to the 1099 Composites you will receive from your custodians in late January. The most notable change is the revised 1099-B, which now displays cost basis information, including: the date of acquisition, the adjusted cost basis, disallowed wash sale ...

12/21/2011

Merriman Advisor P**c Dang shares a tax planning checklist from Thomson Reuters - take a look!
http://www.merriman.com/investing-101/year-end-tax-planning/

Our friends at Thomson Reuters have provided another wonderful checklist of year-end tax planning opportunities. As we enter the final week of the year, it’s worth considering if any of these options can save you money.