
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...

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...

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 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
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...

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...

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...