Posts by MeritMarketing
5 High-Net-Worth Investment Management and Financial Planning Tips
Written by Blaine Malcolm, Wealth Manager, Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on Earth. You might think the HNWI label is reserved for celebrities or tech moguls, but most financial experts classify anyone with more than $1 million in investable assets as a high…
Read MoreHow Advisors Can Effectively Reach the Next Generation of Clients
Written By: Stephen Frick | Wealth Manager This article was published by fa-mag.com. To learn more, click here. When working with clients, building strong, genuine relationships is crucial. Not only should advisors strive to establish a rapport with the individual managing the household money, but they should look to proactively connect with their clients’ children as…
Read MoreYour Retirement Checklist: 4 Employer-Sponsored Retirement Plan Moves for Near-Retirees
Written By: Kyles Shores | Wealth Manager & Partner For most aspiring retirees, an employer-sponsored retirement plan – commonly known as a 401(k) or 403(b) plan – plays an important role in their overall retirement portfolio. According to data from Vanguard, the average 401(k) account balance for those ages 55-64 was just shy of $200,000…
Read MoreThe Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred, and used—can generate…
Read More3 Ways to Grow Strong Relationships with Both Spouses When Working with a Couple
Written By: Kelly Straub, Regional Director As financial advisors, we are entrusted with the financial futures of individuals and married couples. When working with couples, additional variables affect the decisions that will influence the portfolio’s direction, as well as the longevity of your relationship with both partners. Eighty percent of women will change advisors after…
Read MoreThree Ways Women Can Set Themselves Up For Financial Success
Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing trends shouldn’t come as a surprise given that women have a longer life expectancy than their male counterparts and the average age of widowhood is 58. In fact, an estimated…
Read MoreEssential Financial Literacy Topics to Discuss With Your Children
Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd, Wealth Manager and Partner, discuss the four essential topics to bring up when it comes to teaching the youth about finances.
Read MoreHow Smaller RIAs Can Navigate an Increasingly Competitive Landscape by Aligning with a National Firm
Written By: Rick Kent | Founder & CEO Mergers and acquisitions activity in the registered investment adviser (RIA) space continues to reach record levels. Echelon Partners, which tracks deal-making activity in the financial services space, reported 2020 closed with the highest number of deals ever, and the momentum has continued into the first quarter of…
Read MoreTips for Widows When Selecting a Financial Advisor
Ask yourself, “Do I want someone to recommend and manage my investments or someone to sell me insurance to protect my family? –or– Do I want help with money management plus someone to give me advice on protecting me and my loved ones against death or disability, minimizing my taxes, help with my budgeting and…
Read MoreOur Steve Young Event
We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you to all who were able to attend this incredible virtual event. He shared with us the importance of being a team player, on and off the field. If you missed…
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