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
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
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)
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?
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...
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
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
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: 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...
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...
