Merit’s Perspective on the Delta Variant

Delta Variant

Written By: Doug Blanton, CFA® After reaching all-time high levels in June, markets have begun to price in the possibility of a new, highly contagious COVID-19 variant that is disrupting the global economic recovery. The Delta variant of COVID-19 is considerably more contagious, spreading 50% faster than the Alpha variant, which spread 50% more quickly…

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3 Ways to Maximize Your Mid-Year Financial Check-ins


Written By: Brad Cast, RFC® Setting clear and measurable financial goals is essential to achieving a successful retirement plan. Monitoring these short-, intermediate- and long-term goals alongside your financial and tax advisors is just as important as initially setting them. While a large percentage of Americans have little to no retirement savings, those who do…

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The Financial Effects of Divorce

effects of divorce

Written By: Hollis Hardiman, CDFA™ People who are considering divorce usually think about the emotional toll the split will have on their family. Removing someone from your life who played such a close part in it can be very stressful, especially if there are children involved. But the financial consequences of divorce can’t be overlooked…

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401(k) Essentials: Everything Young Investors Need To Know

401k essentials

Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our Wealth Managers and Partners, Scott Meyer, in the Atlanta area explain the benefits and importance of having a 401(k) and how to start saving at the beginning of your career.

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Five High Net Worth Investment Management and Financial Planning Tips

high net worth

Written By: Blaine Malcolm, Wealth Manager | Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on Earth. You might think the HNWI label is reserved for celebrities or tech moguls, but most financial experts classify anyone with more than $1 million in investable assets as a…

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The Value of Multigenerational Family Meetings

multigenerational family

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred, and used—can generate…

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Three Ways Women Can Set Themselves Up For Financial Success


Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing trends shouldn’t come as a surprise given that women have a longer life expectancy than their male counterparts and the average age of widowhood is 58. In fact, an estimated…

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Should You Join the Second-Home Club?

should you join the second home club

The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family, or a rental income generator – and maybe all three – has lots of Americans taking the second-home plunge. Indeed, according to the National Association of Home Builder, the total…

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