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To keep you informed, we wanted to provide an update on Merit’s efforts to remain proactive and prudent regarding the developing Coronavirus situation. What actions is Merit taking regarding the supervision and monitoring of my investments? Our investment team is reviewing the markets constantly to provide your advisors with the most up-to-date information.  They continue to…

Americans—especially the affluent—are some of the most charitable people in the world.* Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax…