2026 Market Outlook
By Brian Andrew, CFA®, Chief Investment Officer After two strong years in financial markets, 2026 begins at a moment of meaningful transition. The economic environment...
7 Financial Resolutions for High-Net-Worth Individuals in 2026
By Robyn Jameson, CFP®, CLTC, Managing Director, Partner, Wealth Manager Every January, I hear some version of the same question from clients: “What should we...
January 2026 Market Update
By Brian Andrew, CFA®, Chief Investment Officer The beginning of 2026 has already been interesting from a market perspective, resulting from the transformation happening in...
Six Ways a CDFA® Helps During Divorce Proceedings
By Hollis Hardiman, CDFA®, Wealth Manager, Partner, Merit Financial Advisors Divorce is a challenging and emotionally charged process, and it can be particularly difficult when...
December 2025 Market Update
In our December market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, reviews a choppier but resilient period for U.S. markets as 2025...
Don’t Wait for January: Your Essential Year-End Retirement Planning Checklist
By: Bob Seibel, Wealth Manager, Merit Financial Advisors As the year winds down, most people focus on holiday shopping and parties. But for anyone nearing...
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...
