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May 2024 Market Update

May 2024 Market Update


Your Financial Advisor Kindly Requests Your Imagination

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Your Financial Shield: Advanced Cybersecurity Tactics Webinar Replay

Should You Join the Second Home Club

Should You Join the Second-Home Club?

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Two Conversation Starters to Spring Clean Your Investment Strategy

April 2024 Market Update with Brian Andrew

April 2024 Market Update

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6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being

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Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future

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Spring Cleaning Your Finances with Steve Denton


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.

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.

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.


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