Posts by Merit
2023 Mid-Year Market Review Replay
In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points for this review are: Year-to-date…
Read MoreUnlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures
It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager and Partner, shares five important…
Read MoreFuture Proofing Your CPA Practice: 8 Reasons to Partner with a Wealth Management Firm
Accountants rank among the most trustworthy professionals in business, but perhaps they are actually being underutilized. While clients trust certified public accountants (CPAs) to look after their tax needs, few…
Read MoreMerit Financial Advisors Partners with Financial Analysts to Expand Presence in North Carolina
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today…
Read MoreDownload: Caregiver’s Financial Checklist
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner If you find yourself in the role of caregiver for a loved one, you are not alone. Since 2015, there…
Read MoreTop Money-Saving Travel Tips from a World Traveler
By Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager and Partner After years of pandemic-related travel restrictions, families are looking to experience adventures together this year. A survey from Booking.com…
Read MoreMay 2023 Market Update
In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for May’s update are: The deal…
Read MoreSaving For College 101 with Sean Moore
As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen at more than twice the…
Read MoreSocial Security: Your Most Frequently Asked Questions Answered
Andrea Zoeller CFP®, Wealth Manager, covers five frequently asked questions concerning your social security benefits and changes. Check out the video below to learn more! We hope you find this…
Read MoreHow to Save for College Using a 529 Plan
Written by Tom Bakamus, CFP, Wealth Manager According to research by Best Colleges, the average total cost for a year of college at a four-year school is $35,551 (including tuition…
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