Financial Planning
September 2024 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, explores recent market trends and their potential influence on your investment strategy in the months ahead. Key Takeaways: We…
Read MoreFederal Reserve’s Latest Rate Decision – Key Implications and Opportunities
Written by: Nate Burstin, Portfolio Manager Following a very recent Federal Open Market Committee (FOMC) decision, Merit’s investment team discusses key implications and opportunities this presents. As expected, the Federal…
Read MoreTrump, Harris, and the Market Rollercoaster: What Investors Can Expect
By Brian Andrew, CFA®, Chief Investment Officer | Executive Vice President, Merit Financial Advisors When election rhetoric runs high, investors often feel they should be rushing to make adjustments to…
Read MoreAugust 2024 Market Update
In this August market update, our Chief Investment Officer, Brian Andrew, CFA®, delves into the latest market trends and their potential impact on your investments in the coming months. Key…
Read MoreJuly 2024 Market Update
In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
Read MoreJune 2024 Market Update
In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
Read MoreMay 2024 Market Update
In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
Read MoreYour Financial Advisor Kindly Requests Your Imagination
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for too long with a search…
Read MoreTwo Conversation Starters to Spring Clean Your Investment Strategy
By Brian Andrew, Chief Investment Officer, Merit Financial Advisors If the arrival of Spring has you longing to clean up more than just your house, you’re in good company. While…
Read MoreApril 2024 Market Update
In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find…
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