Posts by Merit
3 Ways to Maximize Your Mid-Year Financial Check-ins
Written By: Brad Cast, RFC® Setting clear and measurable financial goals is essential to achieving a successful retirement plan. Monitoring these short-, intermediate- and long-term goals alongside your financial and…
Read MoreNiche Building: What It Takes to Serve C-Suite Executives and Optimize Their Financial Plans
Written By: Zac Beckerley, Wealth Manager | Partner This article was published by fa-mag.com. To learn more, click here. Focusing on a specific niche can be a significant marker of your…
Read MoreThe Financial Effects of Divorce
Written By: Hollis Hardiman, CDFA™, Wealth Advisor & Partner People who are considering divorce usually think about the emotional toll the split will have on their family. Removing someone from…
Read MoreCertified Divorce Financial Analysts Debunk 5 Common Divorce Myths
Seeing that divorce is not something you go through daily, many people hardly know what to expect. The lack of information is further fueled by rumors and common misconceptions. This…
Read MoreAdjusting to Life Financially After a Divorce
Successfully Navigate through this Transition There’s no doubt about it – going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings,…
Read More401(k) Essentials: Everything Young Investors Need To Know
Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our Wealth Managers and Partners, Scott…
Read More5 High-Net-Worth Investment Management and Financial Planning Tips
Written by Blaine Malcolm, Wealth Manager, Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on Earth. You might think the HNWI…
Read MoreHow Advisors Can Effectively Reach the Next Generation of Clients
Written By: Stephen Frick | Wealth Manager This article was published by fa-mag.com. To learn more, click here. When working with clients, building strong, genuine relationships is crucial. Not only should…
Read MoreYour Retirement Checklist: 4 Employer-Sponsored Retirement Plan Moves for Near-Retirees
Written By: Kyles Shores | Wealth Manager & Partner For most aspiring retirees, an employer-sponsored retirement plan – commonly known as a 401(k) or 403(b) plan – plays an important…
Read MoreThe Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children…
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