Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

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August 2022 Market Update

In this August market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Markets are in a much more upbeat mood...
Estate Planning 101

Estate Planning 101

Written by: Emily Boothroyd , JD, CFP®, CPWA®, Wealth Manager What is estate planning? Estate planning is the act of organizing your financial and personal...
Inflation Investments: Defending Your Assets

Inflation Investments: Defending Your Assets

Written by: Blaine Malcolm, CFP®, Wealth Manager, Partner What word best describes the current state of inflation in America, as well as elsewhere around the...
How Inflation Impacts Your 401(k)

How Inflation Impacts Your 401(k)

Written By: Steve Henderson, CPA, PFS, CFP®, CKA®, Regional Director, Partner Your gas station visit drains your wallet while filling your tank. Your groceries seem...
Why Do You Need a Financial Advisor?

Why Do You Need a Financial Advisor?

Written by: Zac Beckerley, CFP®, Wealth Manager According to the U.S. Bureau of Labor Statistics, there were more than 263,000 personal financial advisors in America...
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July 2022 Market Update

In this July market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews inflation as it continues to be a top concern for the markets,...
What You Can Expect from a Federal Reserve Rate Hike

What You Can Expect from a Federal Reserve Rate Hike

Written By: Blaine Malcolm, Wealth Manager | Partner Many people hear the term Fed Funds Rate on the news or financial programs but may not...
What to Look for in a Financial Advisor

What to Look for in a Financial Advisor

Written By: Zac Beckerley, Wealth Manager | Partner You are probably thinking, how is Merit Financial Advisors, a firm with wealth advisors going to tell...
Financial Planning Checklist

Financial Planning Checklist: 8 Essential Components

Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you...
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2022 Mid Year Market Check-In

In this mid year market check-in, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews the performance of equities and bonds, as well as discuss Merit’s...
Rising Inflation and Interest Rates: What That Means for You

Rising Inflation and Interest Rates: What That Means for You

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted...
What To Do and Not To Do During Market Volatility

What To Do and Not To Do During Market Volatility

Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news,...

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