Educational Videos

In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal Reserve policy will remain a…

In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December’s update are: The November inflation report…

In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November’s update are: The October inflation report…

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…

In this July market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews inflation as it continues to be a top concern for the markets, corporations, and the Federal Reserve.…

In this mid year market check-in, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews the performance of equities and bonds, as well as discuss Merit’s views on recent economic data…