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Archive

Strong Cybersecurity Starts with Solid Cyber Hygiene

September 2024 Market Update

Federal Reserve’s Latest Rate Decision – Key Implications and Opportunities

Trump, Harris, and the Market Rollercoaster: What Investors Can Expect

This 401(k) Day, here are Three Tips to Bring Your Plan into Alignment with Your Financial Goals

August 2024 Market Update

Merit Financial Advisors Partners with Kizer & Associates to Expand Its Presence in the Midwest

Special Market Commentary August 2024

Merit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning

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

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An essential part of your planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. This worksheet includes a few common risk areas for you to consider as you begin this process.