Maximizing Retirement Income: Advanced Strategies for High-Net-Worth Retirees
By Kris Maksimovich, CPFA®, CRC®, CRPC®, Wealth Manager and Partner and Chris Powers Chris Powers, CFP®, AEP®, Wealth Manager and Partner Retirement is on everyone’s...
May 2026 Market Update
In our May 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, discusses the key forces shaping today’s market environment, including persistent...
How High-Net-Worth Families Can Use 529 Plans to Build Their Legacy
By Andrea Zoeller, CFP®, NSSA®, Wealth Manager and Partner, Merit Financial Advisors College savings plans, or 529s, are increasingly popular as a tax-free method to...
Q1 2026 Economic and Market Overview
By Brian Andrew, CFA®, Chief Investment Officer The first quarter of 2026 was defined by a sharp transition in market leadership and a meaningful increase...
Investing with Intention: Aligning Your Wealth with Your Personal Values
By Kate Redden, CFP®, ChFC®, CKA® Vice President of Client Experience, Wealth Manager, Partner Merit Financial Advisors Money is one of the most powerful tools...
Beyond Tax Day: Mid-Year Tax Planning Opportunities
By Michele Hammann, CPA, PFS™, CVA, Regional Vice President, Partner, Merit Financial Advisors Many investors think tax planning happens only once a year, but the...
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...
The Hidden Wealth Within: How Banks Can Unlock Virtual Growth Through Existing Relationships
As branch traffic declines and digital adoption rises, many community and regional banks face a difficult question: how do we continue to grow when new...
They Didn’t Need a Partner. That’s Exactly Why They Chose One.
How SSC CPA + Advisors Strengthened Its Model Without Compromise by strategically partnering with Merit Financial Advisors. Most firms wait until they have to make a decision....
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...
