Fee Only Financial Advisors Speak To You...

Managing your money, emotions, and meaning of life...

Bridget Sullivan Mermel CFP(R) CPA

May 10, 2021

The M2 kettle is boiling with stimulus dollars. Should you act? What is M2 anyway?

TRANSCRIPT John: There's a lot of news out there about the coming boom in the economy. What to do about that? Find out on this episode of...

Bridget Sullivan Mermel CFP(R) CPA

Feb 15, 2021

How are Bonds Like Pickles?

Stock market up or down—should I sell? Financial planners are often are asked, “The stock market is at an all time high. Should I sell?”...

Bridget Sullivan Mermel CFP(R) CPA

Feb 6, 2021

Gamestop, Robinhood and Wise Financial Planning

With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...

Bridget Sullivan Mermel CFP(R) CPA

Dec 7, 2020

QCD: Qualified Charitable Distributions can save you money on taxes

Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...

Bridget Sullivan Mermel CFP(R) CPA

Dec 6, 2020

Gold and Silver: Is it time to buy?

CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...

Bridget Sullivan Mermel CFP(R) CPA

Nov 10, 2020

Stock Market Up! Should I Sell?

Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market....

What I Tell Clients Who Want to Buy Gold

Bridget Sullivan Mermel CFP(R) CPA

Jul 15, 2019

What I Tell Clients Who Want to Buy Gold

“Okay,” the client said at the end of our meeting, after I had recommended my investment strategy, “I’ve just got one more question.” ...

The Truth about Why to Invest in Real Estate

Bridget Sullivan Mermel CFP(R) CPA

Jul 9, 2019

The Truth about Why to Invest in Real Estate

Don't buy real estate because you think it's an easy way to make money while in your underwear watching TV while eating Cheetos.

2,557 Reasons Why You Should have International Stocks in your Portfolio

Bridget Sullivan Mermel CFP(R) CPA

Jun 28, 2016

2,557 Reasons Why You Should have International Stocks in your Portfolio

Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...

Bridget Sullivan Mermel CFP(R) CPA

Sep 1, 2015

New Ways to Invest in Small Businesses

When nonprofessional investors are able to put money into small businesses, everyone can benefit. I met with Paul on Tuesday. He is the...

Bridget Sullivan Mermel CFP(R) CPA

May 18, 2014

Why Investments Smell

Why investments smell Our fridge finally died; we could also use a new dishwasher. So, when we found that a local retailer was...

How do Guns Make the Grade in a Portfolio?

Bridget Sullivan Mermel CFP(R) CPA

Feb 4, 2013

How do Guns Make the Grade in a Portfolio?

Dear Bridget, Recently I’ve read reports that the both the California and Chicago teachers pension funds are either reviewing or...

Bridget Sullivan Mermel CFP(R) CPA

Jul 29, 2011

Crisis: Real or Manufactured?

Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline? Should I be getting cash out of the bank to...

Bridget Sullivan Mermel CFP(R) CPA

Aug 4, 2010

Safe Investing

Dear Bridget, In the 70s, when I was in high school, I shared a Pinto with my sister. She bought the gas, I bought the oil. When the...

Fee Only Financial Advisors Speak To You...

Managing your money, emotions, and meaning of life...

We'd love the opportunity to connect.
Call or email us.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

Fee Only Financial Advisors Speak To You...

Managing your money, emotions, and meaning of life...

We'd love the opportunity to connect. Call or email us.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

We'd love the opportunity to connect.
Call or email us.