April 2024 Market Update
In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead.Key Takeaways:...
6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being
Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is...
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...
3 Critical Financial Planning Tips Every Business Owner Should Know
By Joshua and Zachary Mersberger, Regional Directors, Merit Financial Advisors The entrepreneurial world continues to grow; indeed, recent statistics show there are 31 million entrepreneurs...
Merit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin
ATLANTA —[March 27, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth...
March 2024 Market Update
In this March Market Update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
Three Reasons Life Insurance Should be Part of Your Wealth Plan
As an investor with significant assets, it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One...
This Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing
Written by Zac Beckerley, CFP®, Wealth Manager Teaching your kids about money is essential for many reasons. For starters, you want them to make smart...
Merit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest
Growing RIA adds more than $542 million in total assets. ATLANTA – [March 13, 2024] - Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm...
Episode 6: Estate Planning 101 – What is Probate?
In our final Estate Planning 101 video, Merit Financial Advisors' Wealth Manager Kelly Gallimore breaks down the probate process, shedding light on what can often...
