Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap
A Care Coordination Solution for Merit Clients In our recent webinar, Kate Redden, CFP®, ChFC®, CKA®, Vice President of Client Experience and Wealth Manager at...
November 2025 Market Update
In this November market update, Chief Investment Officer Brian Andrew, CFA®, explains how markets managed modest gains over the past month despite mixed economic signals....
October 2025 Market Update
In this October market update, Chief Investment Officer Brian Andrew, CFA®, discusses how U.S. equities extended their advance last month, with the S&P 500 up...
Webinar Recap – Navigating the Digital Landscape: Awareness Essentials for Wealth Protection Webinar
In our recent webinar, Merit Financial Advisors’ Chrissy Lee, Chief Operating Officer, hosted Mark Hurley, CEO of Digital Privacy & Protection, for a timely conversation...
September 2025 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets extended their strength last month, with the S&P 500 and...
Growth Through Partnership: How Merit Helps Financial Advisors Scale and Serve Clients Better
At Merit Financial Advisors, growth means more than numbers on a page; it is about empowering clients with solutions that truly fit their needs. During...
August 2025 Market Update
In this August market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets continue to present opportunities and challenges for investors. The S&P...
