Latest Articles by Jenn

Credit Unions Anyone Can Join
Credit unions are nonprofits that are owned by their members. Generally, the benefits of joining a credit union — instead of a traditional bank — include fewer fees, higher rates on deposit accounts and more personalized customer service. The drawback is that they typically limit membership based on location or ... Read More
November 28, 2021
Merriman Wealth Management Review 2022
Merriman Wealth Management is an asset and wealth management firm based in Washington state. It’s a part of Focus Financial Partners, one of the largest networks of independent wealth management companies in the U.S. The firm’s more than 30 advisors hold advanced certifications and manage over $3 billion in assets. ... Read More
October 26, 2021
Charles Schwab Wealth Management Review 2022
A subsidiary of the full-service corporation, Schwab Wealth Management, also known as Schwab Asset Management, is an investment advisor and portfolio management company specializing in long-term core assets. Individual investors can access the firm’s portfolio management services in a few different ways — as a direct client, through wrap fee ... Read More
October 20, 2021