Wealth Management Resources

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

Why Do You Need a Financial Advisor?

Why Do You Need a Financial Advisor?

Written by: Zac Beckerley, CFP®, Wealth Manager According to the U.S. Bureau of Labor Statistics, there were more than 263,000 personal financial advisors in America...
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July 2022 Market Update

In this July market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews inflation as it continues to be a top concern for the markets,...
What You Can Expect from a Federal Reserve Rate Hike

What You Can Expect from a Federal Reserve Rate Hike

Written By: Blaine Malcolm, Wealth Manager | Partner Many people hear the term Fed Funds Rate on the news or financial programs but may not...
What to Look for in a Financial Advisor

What to Look for in a Financial Advisor

Written By: Zac Beckerley, Wealth Manager | Partner You are probably thinking, how is Merit Financial Advisors, a firm with wealth advisors going to tell...
Financial Planning Checklist

Financial Planning Checklist: 8 Essential Components

Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you...
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2022 Mid Year Market Check-In

In this mid year market check-in, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews the performance of equities and bonds, as well as discuss Merit’s...
Rising Inflation and Interest Rates: What That Means for You

Rising Inflation and Interest Rates: What That Means for You

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted...
What To Do and Not To Do During Market Volatility

What To Do and Not To Do During Market Volatility

Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news,...
Tax Efficiency: Your Ultimate Guide to Tax Deductions

Tax Efficiency: Your Ultimate Guide to Tax Deductions

Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you...
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How Do Charitable Tax Deductions Work?

Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities...
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Financial Planning as a Show of Love

We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a...
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Couples and Money: How to Better Your Finances Together

Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have...

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