Educational Videos

February 2024 Market Update with Brian Andrew

February 2024 Market Update

In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways:...
mark fried 401k video thumbnail

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....

Schedule a Complimentary Consultation