Market Briefs

Breaking insights on the economy, market volatility, policy changes and geopolitical events

I take a personal approach to developing financial plans that align with your unique needs and values. My commitment is to build long lasting relationships based on trust, transparency, and results.

CHRISTINA SIMONYI

Financial Advisor

1190 W. Marion Avenue

Suite 1

Punta Gorda FL 33950

(941) 637.4303

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I take a personal approach to developing financial plans that align with your unique needs and values. My commitment is to build long lasting relationships based on trust, transparency, and results.

ProfileInsightsAbout Merrill

Profile

I've been helping individuals, families, and businesses achieve their financial goals for over 16 years specializing in retirement planning, investment strategies, and wealth management. I enjoy volunteering and connecting with others in the community through United Way, Our Charlotte Elder Affairs Network, and Rotary International.

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.