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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2023 Mid-Year Market Review Replay

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In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points for this review are: Year-to-date…

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May 2023 Market Update

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In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for May’s update are: The deal…

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April 2023 Market Update

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In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April’s update are: Bond yields have come…

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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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