Educational Videos

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April 2023 Market Update

In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April's update...
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Financial Literacy with Max Baer

One of our core objectives here at Merit is to educate our clients so they are armed with knowledge to make life’s big decisions. Whether...
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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...
Roth n' Roll

Roth n’ Roll: The Basics of Roth 401(k) and Roth IRA Options

Wealth Manager Scott Meyer goes over the basics of Roth 401(k) and Roth IRA options, as well as contribution and distribution rules that might benefit...
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March 2023 Market Update

In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update...
2022 tax season update

2022 Tax Season Advantages and Changes

Did you know there are changes to your 2022 taxes? Craig Anderson, Wealth Manager, reviews changes to your 2022 taxes and shares tips on how...
Secure 2.0

SECURE Act 2.0 with Wealth Manager, Marcus Anderson

Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager at Merit Financial Advisors, shares what you need to know about SECURE Act 2.0 in this educational...
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February 2023 Market Update

In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February's update...
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January 2023 Financial Outlook

In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal...

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