January 2022 Market Update

January 2022 Market Update

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: ·  Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater…

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2022 Outlook & Investment Strategy

2022 Outlook & Investment Strategy

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater impact…

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Finish the Year Financially Strong

Client On-Demand Webinar

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder of TruWealth for Widows | Caleb Tucker, Director of Portfolio Strategy On behalf of the entire Merit Family, we wish you a wonderful and blessed Thanksgiving and a peaceful start…

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October Market Update

October 2021 Market Update

We are encouraged by positive COVID-19 data domestically and abroad. The Fed will likely begin to slowly pull back on some of their accommodative policy later this year, but this will not create overly tight conditions. This move should help slow down the rate of inflation, but supply chain congestion and rising wages will continue…

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September Market Update

September Market Update

We remain positive in our outlook for the economy, but we could continue to see the Delta variant impact future economic data. Despite this headwind, corporate earnings have been strong and profit margins near all-time highs. The Federal Reserve is likely to announce plans to begin a slow reversal of its accommodative policy stance, but…

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Live Q&A with Jovita Carranza

Jovita Carranza

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay Lynn Mayhue, will walk through Jovita’s leading career and discuss her journey in which she learned resilience, dedication, and overcame unexpected challenges. Watch the video below!

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August Market Update

August Market Update

We remain optimistic about the future prospects for equity markets. Additionally, corporate earnings have been extremely strong, strong enough to make domestic equity valuations look more attractive. Recent gains in the labor market have been robust, but continued momentum will be necessary before the Fed begins to slowly step back from its current accommodative policy.…

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July Market Update

July Market Update

The separation between countries that have been able to successfully vaccinate large portions of their populations and those that have not, continues to be a key factor in the global economic rebound. The key points for July’s market update are: The economic reopening and recovery are in full force. We believe the government spending and low interest…

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401(k) Essentials: Everything Young Investors Need To Know

401k Essentials

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 Meyer, in the Atlanta area explain the benefits and importance of having a 401(k) and how to start saving at the beginning of your career.

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June Market Update

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We are continuing to closely watch as the economy re-opens and things continue to return to normal. The key points for June’s market update are: We are confident earnings will continue to rise significantly given the strength of the economy, and that valuations will gradually return to more reasonable levels. Earnings continue to rise and with…

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