Navigating falling rates, rising markets and mixed signals

What to consider for your long-term investment approach

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

Nicholas Drew

Merrill Financial Solutions Advisor

NMLS #2434890

108 Main Street North

Floor 02

Southbury CT 06488

(203) 573.5701

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

ProfileInsightsAbout Merrill

Profile

Insights

Market briefs: Breaking insights on the economy, policy changes and geopolitical events

Are you saving enough for your dream retirement? 4 steps to figuring it out

Selling stocks and bonds? 6 steps to help trim your tax bill

Be cyber secure: Do’s and don’ts for your family

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Progress report: Is AI a market bubble?

How much is too much cash in your portfolio?

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.