Educational Videos

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November 2022 Market Update

In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November's update...
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October 2022 Market Update

In this October market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. The single most important data point for economies...
Current State of the Market Video - September 2022

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...
August Website Market Update Icon

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...
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...
Client On-Demand Webinar

Finish the Year Financially Strong

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder...
Jovita Carranza

Live Q&A with Jovita Carranza

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay...
401k Essentials

401(k) Essentials: Everything Young Investors Need To Know

Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our...
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Essential Financial Literacy Topics to Discuss With Your Children

Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd,...

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