When Incentive Stock Options (ISOs) enter a client’s financial picture, they are often exposed to the Alternative Minimum Tax. Check out our blog article from last week for additional information on how AMT is calculated so you don’t be caught off guard. Many people misunderstand ISOs, and they may be in for a huge surprise … Read more
Password safety is becoming an important aspect of our financial safety in today’s environment. In the world of financial advisers, we’re aware of this and take precautions to safeguard our customers on a daily basis. We do, however, encourage our customers to take precautions to ensure their own safety. Password management and storage are two … Read more
At Merriman Wealth Management, we take financial planning off our clients’ plates so they can spend their time and energy doing what they like. Asking our customers about the value they get from working with us is something we’ve been doing for a few years now. We’ve put up a ten-part blog series that explains … Read more
With over $3.6 billion in assets under administration, Merriman Wealth Management is happy to announce the recruitment of CPA/ABV Geoffrey Curran, CFA, and CFP® Paige Lee to its investment committee. Jeremy Burger, CFA, CFP®, said that the inclusion of Geoff and Paige will assist Merriman’s investment committee in “continuing to seek the greatest investment results … Read more
Is there any doubt about how the epidemic has affected the workforce? We know that millions of Americans have quit their professions due to burnout and/or seeking to create their own enterprises with the goal of finding something that provides them greater personal satisfaction. More than 5 million new company applications will be received in … Read more
Market corrections are unavoidable when it comes to investing. The S & P 500 has had 37 drops of 10% or more since 1950, or once every two years on average. As long-term investors aiming to achieve our financial objectives, we must endure market corrections. These are the times when rookies and pros diverge and … Read more
A company owner’s relationship with money is often fraught with complexities. One of the advantages of being an entrepreneur is that you have a better understanding of how to build your firm and generate money. To the detriment of their own financial security and the possibility of a comfortable retirement, many company owners are preoccupied … Read more
Boomers and Xers used to be known for sticking in employment for upwards of ten years. Some professionals have spent the majority of their careers working for the same business. For many, the Great Recession had a major impact on this. It’s no longer a big deal for individuals to switch jobs. Millennials are particularly … Read more
The top of the income statement is usually reserved for revenue. It does, however, have an effect on the bottom line. Affect on Funds A company’s cash-only payment conditions produce a commensurate amount of cash on the balance sheet. It has a negative effect on the accounts receivable Accounts receivable are created on the balance … Read more
These days, technology and business go hand in hand, with nearly every shop or service having a website or social media presence, conforming to SEO web design requirements, and routinely exchanging information. There are, however, many more methods to use the internet and now-commonly available technologies to improve your organisation. Even if you don’t think … Read more