April 2024 Market Update

April 2024 Market Update with Brian Andrew

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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Financial Literacy with Max Baer

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One of our core objectives here at Merit is to educate our clients so they are armed with knowledge to make life’s big decisions. Whether you’re in the early years…

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March 2024 Market Update

March 2024 Market Update with Brian Andrew

In this March 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…

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February 2024 Market Update

February 2024 Market Update with Brian Andrew

In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways: We hope you find this…

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Supercharge Your Retirement

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Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg. Whether you’re just starting out,…

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July 2023 Market Update

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In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for July’s update are: We hope you find this…

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