Market Briefs

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

Watch now

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

Cassie Taylor

Merrill Financial Solutions Advisor

NMLS #2626682

6100 South Yale Ave

Suite 1500 & 1650

Tulsa OK 74136

(918) 493.7754

Learn more about an advisor's background on

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

InsightsAbout Merrill

Profile

Insights

A new look at portfolio construction

4 ways the ‘Big Beautiful Bill’ could affect your household finances

Countdown to 2035: Can we fix Social Security in time?

Managing debt as you approach retirement

A fresh look at Alternative Investments: Let’s Talk Alts

Feeling the ‘sandwich generation’ squeeze?

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.