Wealth Management Resources

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

SECURE 2.0

Top 10 Provisions in SECURE 2.0

Congress recently enacted landmark retirement legislation known as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The...
Celebrating 5 Females at Merit During Women’s History Month, and Every Month

Celebrating 5 Females at Merit During Women’s History Month, and Every Month

March is Women's History Month and is a time to honor women's contributions throughout history. At Merit, women represent more than 52% of the 200...
Preparing for Next Year's Taxes

5 Simple Steps to Prepare for Next Year’s Income Taxes

With recent memories of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next...
Easy Steps to Get Started With Taxes

4 Easy Steps to Get Started with Your Taxes in 2023

As we enter the final week of March, we also enter the "final stretch" of tax season, as the April 18 tax deadline quickly approaches....
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February 2023 Market Update

In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February's update...
Managing Money as a Couple: A Male & Female Perspective

Managing Money as a Couple: A Male & Female Perspective

Money can be a divisive topic in relationships, but it doesn't have to be. A recent survey from SunTrust Bank revealed that 35% of people...
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January 2023 Financial Outlook

In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal...
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December 2022 Market Update

In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December's update...
8 Helpful Financial Planning Tips for a Great End of Year Review

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...
3 Great and Timely Reasons to Give Monetary Gifts this Holiday Season

3 Great and Timely Reasons to Give Monetary Gifts this Holiday Season

The giving season is here, making it an excellent time to examine whether you should give financial gifts to family members now rather than later. If...
What is a Recession? Here Are the 5 Key Indicators

What is a “Recession”? Here Are the 5 Key Indicators

Wealth Manager, Marcus Anderson, CFP®, CIMA®, AIF®, breaks down the 5 key indicators, definitions, and more. I want to talk about the word “recession”.  A...
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November 2022 Market Update

In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November's update...

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