Her Wealth, Her Way: Empowering Women to Take Control of Their Financial Futures
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner Nearly four in five women (79%) made at least one financial change in the past year cutting...
What Now? Tariffs, Markets, and Volatility: What Investors Should Know
By Brian Andrew, CFA®, Chief Investment Officer Friday, the 20th of February, the Supreme Court ruled that the tariff infrastructure put in place in 2025...
Tax Preparation Checklist: Five Questions to Ask Before You File
By Joe Cilley, CFP® | Vice President of Financial Planning, Partner, Merit Financial Advisors Tax season naturally pulls us into the past. We look at...
Planning Beyond Tax Season: Key Considerations for 2026 and Your Long-Term Financial Strategy
By Steve Henderson, CPA, PFS, CFP®, CKA®, Regional Director, Partner, Merit Financial Advisors, and Director, SSC CPAS and Doug Morris, CFP®, Regional Director, Partner, Merit...
2026 Market Outlook
By Brian Andrew, CFA®, Chief Investment Officer After two strong years in financial markets, 2026 begins at a moment of meaningful transition. The economic environment...
7 Financial Resolutions for High-Net-Worth Individuals in 2026
By Robyn Jameson, CFP®, CLTC, Managing Director, Partner, Wealth Manager Every January, I hear some version of the same question from clients: “What should we...
January 2026 Market Update
By Brian Andrew, CFA®, Chief Investment Officer The beginning of 2026 has already been interesting from a market perspective, resulting from the transformation happening in...
Six Ways a CDFA® Helps During Divorce Proceedings
By Hollis Hardiman, CDFA®, Wealth Manager, Partner, Merit Financial Advisors Divorce is a challenging and emotionally charged process, and it can be particularly difficult when...
December 2025 Market Update
In our December market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, reviews a choppier but resilient period for U.S. markets as 2025...
Don’t Wait for January: Your Essential Year-End Retirement Planning Checklist
By: Bob Seibel, Wealth Manager, Merit Financial Advisors As the year winds down, most people focus on holiday shopping and parties. But for anyone nearing...
