Merino Wealth Management

#MeToo, Mansplaining, and Merino Wealth's 3rd Anniversary

#MeToo, Mansplaining, and Merino Wealth's 3rd Anniversary

April has become my favorite month. April 1st is not only April Fool’s Day, but it’s also Merino Wealth’s Anniversary. This year we turned 3! In my line of work, I often see that businesses typically hit their stride in the 3-5 years range so it feels great to be on this side of things.

A lot has happened in these past three years. “MeToo” and “Timesup” have taken on new meanings while terms like Mansplaining and The Mental Load have helped to articulate things some of us have been feeling for years. We have a record number of women serving in Congress. And let’s not forget “The Year of the Woman!”

"What Do They Actually Do For Their Clients?"

"What Do They Actually Do For Their Clients?"

This is a really fun and exciting time around our office. After spending time with our loved ones for the holidays, we are back at work with New Year’s Resolutions and a new tax year. Through our financial planning process, it’s our goal to help clients make more comfortable and confident financial decisions. So when someone reaches out to us this January, we want to make all this money stuff easier. But what does that actually mean?

What I Learned During the Last Recession

What I Learned During the Last Recession

Happy October!  If it weren’t for the pumpkin spice lattes I wouldn’t believe it myself.  As we find ourselves treading in waters of historical market highs and approaching the end of the year, now is the perfect time to take inventory of your investment strategies.  

Since I’m in my 30s, people don’t always realize that I’ve actually had first-hand experience with our last two market crashes.  First, as a young investor during the dot.com bubble. Second, as an advisor during the 2008 financial crisis. I remember September 15th of 2008 when Bank of America bought out Merrill Lynch and Lehman Brothers filed for bankruptcy.  It felt like the world around me had changed in a day. I learned a lot from our last recession including a few things that may help when taking inventory of your portfolio.  

Welcome to the Merino Mindset

Welcome to the Merino Mindset

A handful of years ago a couple of clients came to me with a question.  The husband’s company was set to move their office from downtown Chicago to Ohio.  For a minute they considered uprooting their lives and decided that it wasn’t for them.  They took this change as a reason to take pause and evaluate his next move when a great idea came to mind.  What if we take a break-a “career break?”  Not only did they want to take a break, but they also wanted to travel the world while doing so.  And did I mention that they were in their 30s? Their question to me was whether or not it was in the cards financially.  Was it possible?