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RESOURCES ARCHIVE

Trust begins with transparency

Past Articles, Research, & News

MERITAS
UPDATES

Meritas Market Update May 3, 2022
Property & Casualty (Home) Insurance Tips 2021
Meritas Covid Scam Alert April 24, 2020
Meritas CARES Act Summary April 21, 2020
Small Business Payroll Protection Program April 1, 2020
Why Rebalance April 3, 2020
Thoughts on Yesterday’s Headlines March 10, 2020
Tax Loss Harvesting March 27, 2020
Resilience March 25, 2020
The Wild Week That Was March 16, 2020
Pandemics and Portfolios February 25, 2020
Kacy Gott Financial Planning Magazine Article Sept 2016
Why Bonds? June 2013

MERITAS
NEWSLETTERS

Fall 2022 Newsletter
Summer 2022 Newsletter
Winter 2022 Newsletter
Spring 2022 Newsletter
Fall 2021 Newsletter
Summer 2021 Newsletter
Spring 2021 Newsletter
Winter 2021 Newsletter
Fall 2020 Newsletter
Summer 2020 Newsletter
Spring 2020 Newsletter
Winter 2020 Newsletter
September 2019 Newsletter
June 2019 Newsletter
Winter 2019 Newsletter
December 2018 Market Commentary
Fall 2018 Newsletter
Summer 2018 Newsletter
Spring 2018 Newsletter
Summer 2017 Newsletter
Spring 2017 Newsletter
Winter 2017 Newsletter

MARIN COUNTY

415.300.4560

Meritas Wealth Management, LLC
3950 Civic Center Drive,
Suite 210
San Rafael, CA 94903

SONOMA COUNTY

707.508.4600

Meritas Wealth Management, LLC
245 Foss Creek Circle,
Healdsburg, CA 95448

MERITAS DOCUMENTS

Meritas New Client Questionnaire
Additional Insight Questionnaire
Getting to Know you Questionnaire
Our Process: The Meritas Way

DISCLAIMER

This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

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