Educational Videos

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September 2022 Current State of the Market Webinar

In this recorded webinar, Director of Portfolio Strategy, Caleb Tucker, explores the current economic climate and how we got here. We specifically address the impact...
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August 2022 Market Update

In this August market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Markets are in a much more upbeat mood...
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July 2022 Market Update

In this July market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews inflation as it continues to be a top concern for the markets,...
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2022 Mid Year Market Check-In

In this mid year market check-in, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews the performance of equities and bonds, as well as discuss Merit’s...
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May 2022 Market Update

We continue to see significant volatility in both equity and fixed income markets. Recent talking points haven’t changed much, with the significant shift in global...
Living the Good Life, Despite Life's Challenges

Living the Good Life, Despite Life’s Challenges

Merit President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, sits down with FULL LIFE LLC founder and CEO Maureen Whatley to discuss mental health and the...
April 2022 Merit Market Update | Watch Now

April 2022 Market Update

We continue to closely monitor the situation in Ukraine and hope for positive developments in ceasefire talks. While we await further developments from Ukraine, domestic...
March 2022 Market Update

March 2022 Market Update

Top of mind right now is the ongoing situation in Ukraine, as the invasion of Ukraine by Russia has already brought about significant changes to the...
February Market Update

February 2022 Market Update

We expect inflation and the Federal Reserve’s policy response to inflation to be key drivers of equity and fixed income market performance throughout this year....

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