Wealth Management
How to Save for College Using a 529 Plan
Written by Tom Bakamus, CFP, Wealth Manager According to research by Best Colleges, the average total cost for a year of college at a four-year school is $35,551 (including tuition…
Read MorePros and Cons of Hiring a Financial Advisor: What You Need to Know
Written by Brad Cast, RFC®, Wealth Manager & Partner In the world of personal finance, many people turn to financial advisors to help them make informed decisions and reach their…
Read MoreApril 2023 Market Update
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…
Read MoreIs it Time to Spring Clean Your Financial Plan?
Written by Baylee Bryant, CFP, Wealth Manager It’s that time of year again. Snow is melting, birds are singing, and we’re antsy to get moving and enjoy the sunshine that…
Read MoreThis Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing
Written by Zac Beckerley, CFP®, Wealth Manager Teaching your kids about money is essential for many reasons. For starters, you want them to make smart financial decisions throughout their life.…
Read MoreMarch 2023 Market Update
In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update are: Even though the market…
Read More2022 Tax Season Advantages and Changes
Did you know there are changes to your 2022 taxes? Craig Anderson, Wealth Manager, reviews changes to your 2022 taxes and shares tips on how you can utilize advantages to…
Read MoreTop 10 Provisions in SECURE 2.0
Congress recently enacted landmark retirement legislation known as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The new law includes a number…
Read MoreCelebrating 5 Females at Merit During Women’s History Month, and Every Month
March is Women’s History Month and is a time to honor women’s contributions throughout history. At Merit, women represent more than 52% of the 200 employees, and that number is…
Read MoreFebruary 2023 Market Update
In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February’s update are: There was progress slowing…
Read More