Wealth Management Resources

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

Delta Variant

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...
checklist

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...
effects of divorce

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...
401k essentials

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...
high net worth

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...
retiree

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)...
multigenerational family

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...
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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...
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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

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,...
Estate Planning

Pandemic-Era Estate Planning Trends

Written By: Emily Boothroyd, Wealth Manager The uncertainty prompted by the COVID-19 pandemic has encouraged individuals to reframe their perspective on many aspects of life...
Steve Young Webinar image

Our Steve Young Event

We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you...

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