Posts by Merit

Nagging Questions In the early days after losing a spouse, financial decisions can seem pretty far down on your list of concerns. Your days can be consumed by planning a…

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.The long game means having a concrete vision of your ideal…

The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable…

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided…

Merit has partnered with DNA Behavior in order to achieve a greater and more in-depth perspective on the financial behaviors, risk tolerances, and communication styles of both our employees and…

It’s hard to believe the month of February, often referred to as the “month of love,” is quickly coming to a close. When we contemplate the true meaning of love,…

Thanksgiving is right around the corner and it is a great time to see old friends and gather with loved ones. Good food and football describe thanksgiving for a lot…