Wealth Management
The 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 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 MoreExpecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top
By Scott Meyer, Wealth Manager, Partner According to a CNBC article, nearly 150,000 employees were cut in major U.S. layoffs over the first three months of 2023, led by massive…
Read MoreJuly 2023 Market Update
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…
Read MoreHow to Have an Amazing Wedding That Won’t Break the Bank
By Jon Dudzinski, Portfolio Manager In 2022, 47% of engaged couples were planning their wedding on a budget, according to a 2022 study from The Knot. That same study also…
Read More2023 Mid-Year Market Review Replay
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…
Read MoreUnlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures
It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager and Partner, shares five important…
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