Insights

We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients.

Blog Posts

All

All
Divorce
Estate Planning
Financial Planning
Insurance
Market Updates
Retirement
Taxes
Videos
Wealth Management
Archive

May is Mental Health Awareness Month. Here are 6 Ways to Reduce Your Financial Stress

Protected: Webinar Recap: Maximizing Your Firm’s Value: How Financial Advisors Can Prepare for Succession, Sale, or Transition

Webinar Recap: A Journey Through Change – Financial Considerations for Federal Employees

ENRICH 2025 Recap

April 2025 Market Update

Merit Financial Advisors Partners with Bill Spalding Wealth Management

special market commentary 4.11.25 thumbnail

Market Commentary: What Just Happened?

Webinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market

april 3 march madness special market update

Special Market Commentary: March Madness – Basketball Tournament or Tariff Policy

Questionnaires

Financial DNA

Merit has partnered with Financial DNA^® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future