Protected: Webinar Recap: FA Magazine – Smart Growth: Proven Strategies for RIAs in a Margin Squeezed World
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June 2025 Market Update
In this June market update, Chief Investment Officer Brian Andrew, CFA®, reflects on a strong market rally fueled by individual investor optimism, solid corporate earnings,...
May 2025 Market Update
In this May market update, Chief Investment Officer Brian Andrew, CFA®, discusses how ongoing tariff tensions and a growing federal deficit are weighing on markets...
Webinar Recap: A Journey Through Change – Financial Considerations for Federal Employees
In our recent webinar, Merit Financial Advisors’ Kat Grier, CFP®, CPA, and David Elder, CFP®, CEPA, guided federal employees through the financial transitions that can...
ENRICH 2025 Recap
A Celebration of Connection, Culture, and Continued Growth From April 15–17, the Merit Financial Advisors team came together with valued partners, advisors, and industry leaders...
April 2025 Market Update
In this April market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market volatility stemming from evolving U.S. tariff policies. He discusses the potential...
Webinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market
In our recent webinar, Merit Financial Advisors' Chief Investment Officer, Brian Andrew, CFA®, explored the evolving landscape of tariffs, trade dynamics, and inflation—and how these...
