Merit’s Perspective on the Delta Variant
Written By: Doug Blanton, CFA® After reaching all-time high levels in June, markets have begun to price in the possibility of a new, highly contagious...
3 Ways to Maximize Your Mid-Year Financial Check-ins
Written By: Brad Cast, RFC® Setting clear and measurable financial goals is essential to achieving a successful retirement plan. Monitoring these short-, intermediate- and long-term...
The Financial Effects of Divorce
Written By: Hollis Hardiman, CDFA™ People who are considering divorce usually think about the emotional toll the split will have on their family. Removing someone...
401(k) Essentials: Everything Young Investors Need To Know
Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our...
Five High Net Worth Investment Management and Financial Planning Tips
Written By: Blaine Malcolm, Wealth Manager | Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on...
Your Retirement Checklist: 4 Employer-Sponsored Retirement Plan Moves for Near-Retirees
Written By: Kyles Shores | Wealth Manager & Partner For most aspiring retirees, an employer-sponsored retirement plan - commonly known as a 401(k) or 403(b)...
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some...
Three Ways Women Can Set Themselves Up For Financial Success
Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing...
Essential Financial Literacy Topics to Discuss With Your Children
Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd,...
Should You Join the Second-Home Club?
The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family,...
