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Posts by Merit

What You Can Expect from a Federal Reserve Rate Hike

July 25, 2022
What You Can Expect from a Federal Reserve Rate Hike

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…

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What to Look for in a Financial Advisor

July 25, 2022
What to Look for in a Financial Advisor

Written By: Zac Beckerley, Wealth Manager | Partner You are probably thinking, how is Merit Financial Advisors, a firm with wealth advisors going to tell me what to look for…

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The Definitive Financial Planning Checklist: 8 Essentials

July 7, 2022
Financial Planning Checklist

Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you go through your life’s journey.…

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Practical (And Profitable) Ways To Attract Women Advisors

June 15, 2022
professional women

Written by Kay Lynn Mayhue, President | Article originally appeared in FA-Mag.  Something’s amiss in the financial advice business, and the data confirms it: Women account for only about 15% of the…

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Merit Financial Advisors Adds Fourth Office in Georgia with Acquisition of Dasher & Padgett Financial Advisors, Inc.

June 1, 2022
Dasher & Padgett Financial Advisors, Inc. has joined the Merit Family.

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, today announced…

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Rising Inflation and Interest Rates: What That Means for You

May 16, 2022
Rising Inflation and Interest Rates: What That Means for You

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted down a bit since then,…

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What To Do and Not To Do During Market Volatility

May 3, 2022
What To Do and Not To Do During Market Volatility

Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news, you probably get the feeling…

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Living the Good Life, Despite Life’s Challenges

May 2, 2022
Living the Good Life, Despite Life's Challenges

Merit President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, sits down with FULL LIFE LLC founder and CEO Maureen Whatley to discuss mental health and the critical role it plays in…

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7 Questions to Ask While Preparing for a Divorce Settlement Process

April 25, 2022
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Written by: Lori Price, Wealth Manager & Partner & Hollis Hardiman, Wealth Manager & Partner Although very often stressful and emotional, preparing for divorce often comes down to acquiring complete…

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Tax Efficiency: Your Ultimate Guide to Tax Deductions

April 13, 2022
Tax Efficiency: Your Ultimate Guide to Tax Deductions

Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you save on your taxes and…

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Recent Posts

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  • 4 Important Steps to Preparing Your Young Adult Children for Financial Independence
  • Webinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways

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