Cease-Fire – Pause Or More?
By Brian Andrew, CFA®, Chief Investment Officer Summary: 10-point plan not likely where we land. Markets are reacting favorably to the hold on hostilities, stocks...
Protected: The Hidden Wealth Within: How Banks Can Unlock Virtual Growth Through Existing Relationships
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Protected: They Didn’t Need a Partner. That’s Exactly Why They Chose One.
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March 2026 Market Update
In our March 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, examines a month shaped by rising geopolitical tensions, increased energy...
Increasing Geo-Political Tensions
By Brian Andrew, CFA®, Chief Investment Officer Market Update: Geopolitical Risk and Asset‑Class Reactions The recent military escalation involving Iran has understandably raised concerns among...
Estate Planning Conversations High-Net-Worth Families Need to Be Having
By Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager and Partner 77% of individuals with more than $1 million in household net worth have an estate...
Spring Cleaning Your Portfolio: Resetting Risk for the Year Ahead
By Matthew Morzy, MBA, CFP®, Portfolio Strategist, Merit Financial Advisors Spring tends to be when people finally slow down long enough to take stock. Closets...
Celebrating 5 Females at Merit During Women’s History Month, and Every Month
March is Women's History Month and is a time to honor women's contributions throughout history. At Merit, women represent more than 50% of the 400...
February 2026 Market Update
In our February 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, breaks down the latest shifts in the stock market outlook...
Her Wealth, Her Way: Empowering Women to Take Control of Their Financial Futures
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner Nearly four in five women (79%) made at least one financial change in the past year cutting...
