Posts by Merit

In this October market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. The single most important data point for economies and investors continues to be…

In this recorded webinar, Director of Portfolio Strategy, Caleb Tucker, explores the current economic climate and how we got here. We specifically address the impact of inflation on the economy…

In this August market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Markets are in a much more upbeat mood than we’ve experienced most of…

Written by: Emily Boothroyd , JD, CFP®, CPWA®, Wealth Manager What is estate planning? Estate planning is the act of organizing your financial and personal affairs to allow for a…

Written by: Blaine Malcolm, CFP®, Wealth Manager, Partner What word best describes the current state of inflation in America, as well as elsewhere around the world? From an investor’s perspective,…

Written By: Steve Henderson, CPA, PFS, CFP®, CKA®, Regional Director, Partner Your gas station visit drains your wallet while filling your tank. Your groceries seem to cost more every week.…

Written by: Zac Beckerley, CFP®, Wealth Manager According to the U.S. Bureau of Labor Statistics, there were more than 263,000 personal financial advisors in America as of May, 2021. Their…

Written By: Blaine Malcolm, Wealth Manager | Partner Many people hear the term Fed Funds Rate on the news or financial programs but may not know what it is or…