Insights

We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients.

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Website Market Update Images (10)

May 2021 Market Update

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Essential Financial Literacy Topics to Discuss With Your Children

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Tips for Widows When Selecting a Financial Advisor

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Should You Join the Second-Home Club?

Estate Planning

Pandemic-Era Estate Planning Trends

Website Market Update Images (10)

April 2021 Market Update

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Our Steve Young Event

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Important Tax Questions to Ask Your Advisor for 2020

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Important Considerations for the 2020 Tax Year

Questionnaires

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Financial DNA

Merit has partnered with Financial DNA® to provide an in-depth perspective of your financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire, which will be followed up by a consultation with your advisor.

Click Here to take the assessment.

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. Calculate your expenses on an annual basis for each of the categories and total them at the end of each section. “Your Financial House” will help give you an idea of how much lifestyle, hybrid, and non-lifestyle income you need.

Download the Worksheet

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An important part of your personal planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. Included in this worksheet are a few common risk areas for you to consider as you begin this process.

Download the Worksheet

Events & Webinars

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AT&T Pension Funding

Thursday, June 24th at 12:00pm ET | Charlotte, NC

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AT&T Pension Funding

Thursday, June 24th at 12:00pm ET | Charlotte, NC

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Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.