Financial Planning
May is Mental Health Awareness Month. Here are 6 Ways to Reduce Your Financial Stress
By Kelly Gallimore, ChFC®, CES®, Wealth Manager and Culture Officer, Merit Financial Advisors May is Mental Health Awareness Month, and there’s little doubt that financial stress can greatly impact your…
Read MoreWebinar Recap: A Journey Through Change – Financial Considerations for Federal Employees
In our recent webinar, Merit Financial Advisors’ Kat Grier, CFP®, CPA, and David Elder, CFP®, CEPA, guided federal employees through the financial transitions that can follow a Reduction in Force…
Read MoreApril 2025 Market Update
In this April market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market volatility stemming from evolving U.S. tariff policies. He discusses the potential implications for inflation, interest rates,…
Read MoreWebinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market
In our recent webinar, Merit Financial Advisors’ Chief Investment Officer, Brian Andrew, CFA®, explored the evolving landscape of tariffs, trade dynamics, and inflation—and how these forces are shaping the broader…
Read MoreSpecial Market Commentary: March Madness – Basketball Tournament or Tariff Policy
By Brian Andrew, CFA® – Chief Investment Officer Markets rallied on news that the proposed tariff plan was going to be scaled back before April 2nd, then the President made…
Read MoreNow is the Time to Spring Clean your Financial Plan
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Managing finances remains one of the highest day-to-day stressors in adult life, but it doesn’t have to…
Read MoreMarch 2025 Market Update
In this March market update, Chief Investment Officer Brian Andrew, CFA®, analyzes the recent market volatility driven by the U.S. Administration’s tough tariff policies and explores their potential impact on…
Read MoreSpecial Market Commentary: Tough Talk On Tariffs
By Brian Andrew, CFA® – Chief Investment Officer Markets have been thrown into turmoil due to the tariff discussion dominating headlines. As the U.S.’ new Administration emphasizes the need for…
Read MoreFebruary 2025 Market Outlook
By Brian Andrew, CFA® – Chief Investment Officer I spent time in NYC this week, attending a research conference, hosted by a $680 billion global asset manager. The conference was…
Read MoreTax Filing Season Has Arrived. Here’s What Individuals and Small Business Owners Need to Know
By Kat Grier CFP®, CPA, Wealth Manager; and, Steven Henderson, CPA, PFS, CFP®, CKA® Regional Director, Partner Tax preparation is complex for many Americans. In 2023, 54 percent of all…
Read More