Taking the Complex and Making It Simple: The MWM Educational Podcast Michael Merlin
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- Education
Join Michael Merlin, Founder of Merlin Wealth Management at Rockefeller Capital Management and various friends, colleagues and experts as they take complicated financial concepts and break them down to simple, easy to understand ideas.
Important Information: https://rcmbrand.rockco.com/MWM%20Podcast%20Legal%20Disclaimer.pdf
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First Quarter 2024 Market Update
Michael Merlin sits down with Adam Compton, Head of MWM Asset Management to discuss current market action, economic numbers, Fed policy, and the effects of inflation and geopolitical events on the U.S. stock market and MWM investment strategy holdings.
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Demystifying Family Office Services Part 2
In Part 2 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, continue their discussion of several client situations where family office solutions have proven valuable.
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Demystifying Family Office Services Part 1
In Part 1 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management, Emery Bourne and April Gay, MWM Family Office Relationship Managers, and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, dive into what makes family office services different from similar services provided in a typical wealth management relationship. They also discuss the history of the Rockefeller Global Family Office, and the transition of Merlin Wealth Management into a version of a multi-family office that's now able to uniquely deliver and prioritize family office services to clients.
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Solvable Problems: 3rd Quarter 2023 Recap
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 3Q23, the current geopolitical environment, the current fiscal policy environment, and their potential impact on 2024 and beyond.
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Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales
In this episode….Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Emiliano Roman, Strategic Advisory- Managing Director at Rockefeller Capital Management to discuss what strategic options business owners should consider when thinking about selling their business in the current market environment.
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Conventional Wisdom - Bucking the Trend
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 2Q23 and the future market environment.
Two books mentioned in this episode:How to Invest by David Rubenstein
Where the Money Is: Value Investing in the Digital Age by Adam Seessel