Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder of TruWealth for Widows | Caleb Tucker, Director of Portfolio Strategy
On behalf of the entire Merit Family, we wish you a wonderful and blessed Thanksgiving and a peaceful start to the holiday season. We are grateful you have placed your trust in us and hope you find rest during this busy time of year. Below you will find a video hearing from some of our advisors discussing how to end the year financially strong. In this short video, they share tips and tricks on how best to manage your estate and taxes, understand different planning strategies, and a year in review of the market. Should you have any questions, please do not hesitate to reach out to your advisor. We hope you enjoy this holiday season with friends and family.