Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap
A Care Coordination Solution for Merit Clients In our recent webinar, Kate Redden, CFP®, ChFC®, CKA®, Vice President of Client Experience and Wealth Manager at...
November 2025 Market Update
In this November market update, Chief Investment Officer Brian Andrew, CFA®, explains how markets managed modest gains over the past month despite mixed economic signals....
Breaking Down the One Big Beautiful Bill: Key Tax Changes Every Investor Should Know
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner, and Jana Ramsey-Weaver, CPA, Wealth Manager at Merit Financial Advisors When Congress passed...
8 Helpful Financial Planning Tips for a Great End of Year Review
Decisions are best made with a little time for reflection, good information, and advice from experienced professionals. These final weeks of the year are a...
October 2025 Market Update
In this October market update, Chief Investment Officer Brian Andrew, CFA®, discusses how U.S. equities extended their advance last month, with the S&P 500 up...
Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future
Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has...
Webinar Recap – Navigating the Digital Landscape: Awareness Essentials for Wealth Protection Webinar
In our recent webinar, Merit Financial Advisors’ Chrissy Lee, Chief Operating Officer, hosted Mark Hurley, CEO of Digital Privacy & Protection, for a timely conversation...
Why 2025 Is the Year to Review Your Estate Plan: Key Tax Law Changes You Need to Know
By Emily Boothroyd, JD, CFP, CPWA, Wealth Manager and Partner October is National Estate Planning Awareness Month, making it a great time to learn about...
Why Valuation Matters: Understanding the True Value of Your Advisory Firm
As a financial advisor, you spend your career helping clients prepare for the future. Yet too often, advisors put their own future on hold, overlooking...
September 2025 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets extended their strength last month, with the S&P 500 and...
