Educational Videos

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Supercharge Your Retirement

Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg....
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Warm Holiday Wishes – Merit Financial Advisors

As the holiday season approaches, we want to reflect on our shared journey this year. We express our deepest gratitude for your unwavering trust in...
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Episode 1: Estate Planning 101 – What is Estate Planning?

Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate...
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July 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Some of the key points for July's update are:...
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2023 Mid-Year Market Review Replay

In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points...
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Unlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures

It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager...
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May 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for...
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Saving For College 101 with Sean Moore

As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen...
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Social Security: Your Most Frequently Asked Questions Answered

Andrea Zoeller CFP®, Wealth Manager, covers five frequently asked questions concerning your social security benefits and changes. Check out the video below to learn more!...

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