Special Market Commentary: Tough Talk On Tariffs
By Brian Andrew, CFA® – Chief Investment Officer Markets have been thrown into turmoil due to the tariff discussion dominating headlines. As the U.S.’ new...
Merit’s Female Executives Reflect on Mentorship vs. Sponsorship, Blending Work and Home Lives, and Building Wealth for Women’s History Month
Women’s influence in wealth management continues to grow. Fidelity’s 2024 Women & Investing Study found an 18 percent increase in women stock market investors from...
February 2025 Market Outlook
By Brian Andrew, CFA® – Chief Investment Officer I spent time in NYC this week, attending a research conference, hosted by a $680 billion global...
Tax Filing Season Has Arrived. Here’s What Individuals and Small Business Owners Need to Know
By Kat Grier CFP®, CPA, Wealth Manager; and, Steven Henderson, CPA, PFS, CFP®, CKA® Regional Director, Partner Tax preparation is complex for many Americans. In...
4 Easy Steps to Get Started with Your Taxes in 2025
At Merit, we understand the season of income tax preparation can go hand-in-hand with feelings of joy (when one receives that much-anticipated refund); result in...
Merit Financial Advisors Partners with Pillar Wealth Management Co., Adding Two New Offices in Wisconsin
ATLANTA — [January 28, 2025] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for...
2025 Investment Outlook: Navigating Inflation, AI, and Policy Shifts for Sustainable Growth
By Brian Andrew, CFA® – Chief Investment Officer 2024 Recap: The Economy Has Landed Over the past two years, discussions around a potential U.S. recession...
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...
Three Rivers Bank of Montana Announces Strategic Alliance with Merit Financial Advisors to Launch Wealth Management Division
Kalispell, MT – January 6, 2025 – Three Rivers Bank of Montana is pleased to announce a strategic alliance with Merit Financial Advisors, a nationally...
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...
