Miscellaneous
Protected: How to Maximize Your Charitable Giving During the Holidays
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Read MoreNovember 2023 Market Update
November has been a great month for markets this year, snapping a 3-month losing streak after hitting a high at the end of July. The equity markets had a strong…
Read MoreEpisode 1: Estate Planning 101 – What is Estate Planning?
Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate planning from what it is…
Read MoreThe End of The Year Is Coming. Use this Checklist to Prepare Financially and Meet Your Goals.
Written by David Elder, CFP®, Wealth Manager | Partner The end of the year is upon us, again! It’s time to reevaluate your money situation and make sure you are…
Read MoreOctober 2023 Market Update
As we head into Q4, certain pockets of the economy continue to show strength while others present potential headwinds for 2024. We’ve seen inflation moderate but remain elevated above historical…
Read MoreEstate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning? Estate planning is the process of creating a plan for the distribution of your assets at…
Read MoreSpecial Commentary: Israel Conflict
How Middle East Conflicts Have Historically Impacted Markets. Please view the full article HERE. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an…
Read MoreSeptember 2023 Market Update
In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Please read below to learn more: “Let’s take a moment to step back and…
Read MoreUnlocking the Benefits of a 529 College Savings Plan
In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential investors. These plans are instrumental…
Read MoreMerit Financial Advisors Partners with Reis Financial Services, LLC to Expand Presence in Wisconsin
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today…
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