2025 Market Outlook
In this 2025 Market Outlook, we explore how the U.S. economy achieved a soft landing in 2024 and discuss the key themes shaping the year...
Santa Claus Is Coming
By Brian Andrew, CFA® – Chief Investment Officer While the stock market has been rallying since October of 2023, the complexion of the rally continues...
November 2024 Market Update
In this November market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market trends and discusses their potential impact on your investment strategy as...
Market Commentary: 50x All Time High!
By Brian Andrew, CFA® – Chief Investment Officer Please join me in remembering our Veterans on this Veterans Day. At Merit we celebrate their contributions...
A Five-Part Framework for Amplifying Your Charitable Giving
By Mike Smalley, CFP®, Wealth Manager, Merit Financial Advisors Americans continue to be generous with their money, but could they be more strategic? According to...
Special Market Commentary – Now What?
By Brian Andrew, CFA® - Chief Investment Officer While we are still waiting for the election outcome for the House of Representatives, we have a...
Webinar Replay – 2024 Elections: Navigating Market Shifts and Economic Trends for Investors
As the 2024 U.S. elections draw near, their outcomes could significantly impact the markets, economy, and your investment strategies. In our recent live webinar, we...
Why Is It So Hard For the Non-Breadwinner to Get Divorced? The System Is Broken
Written by: Hollis Hardiman, CDFA™ Wealth Manager | Partner Let’s talk about something that doesn’t get enough attention: the financial hurdles many non-breadwinners face when...
Strong Cybersecurity Starts with Solid Cyber Hygiene
A Q&A with Chrissy Lee, Chief Operating Officer, Merit Financial Advisors, and Mark Hurley, CEO, Digital Privacy & Protection While families across the country are...
September 2024 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, explores recent market trends and their potential influence on your investment strategy in the...
