Educational Videos

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Giving Thanks this Holiday Season-Merit Financial Advisors

As the year comes to a close, we want to take a moment to express our heartfelt thanks. On behalf of the entire team at...
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Webinar Replay – 2024 Elections: Navigating Market Shifts and Economic Trends for Investors

As the 2024 U.S. elections draw near, their outcomes could significantly impact the markets, economy, and your investment strategies. In our recent live webinar, we...
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August 2024 Market Update

In this August market update, our Chief Investment Officer, Brian Andrew, CFA®, delves into the latest market trends and their potential impact on your investments...
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July 2024 Market Update

In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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June 2024 Market Update

In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
May 2024 Market Update

May 2024 Market Update

In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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Your Financial Shield: Advanced Cybersecurity Tactics Webinar Replay

In today's digital age, cybersecurity threats are more prevalent than ever—with over one million passwords compromised each week and an identity stolen every 22 seconds....
April 2024 Market Update with Brian Andrew

April 2024 Market Update

In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead.Key Takeaways:...
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Spring Cleaning Your Finances with Steve Denton

For many, spring means opening windows, sweeping the dust out and rotating our wardrobes. While you’re freshening up your home, consider ways to also tidy...

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