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2022 Outlook & Investment Strategy

2022 Outlook & Investment Strategy

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3 Reasons to Make Financial Gifts to Family During the Holidays

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Feeling Philanthropic? A Charitable Planning Primer

Client On-Demand Webinar

Finish the Year Financially Strong

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Making Sense of Medicare and Planning for a Healthy Retirement

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Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

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How a Practical Risk Evaluation May Improve Your Investment Portfolio

October 2021 Market Update

October Market Update

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Finding Financial Success After The Death Of A Spouse


Financial DNA

Merit has partnered with Financial DNA® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Financial House

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

Risk Quantification

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


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