April 2023 Market Update
In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April's update...
This Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing
Written by Zac Beckerley, CFP®, Wealth Manager Teaching your kids about money is essential for many reasons. For starters, you want them to make smart...
March 2023 Market Update
In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update...
2022 Tax Season Advantages and Changes
Did you know there are changes to your 2022 taxes? Craig Anderson, Wealth Manager, reviews changes to your 2022 taxes and shares tips on how...
Top 10 Provisions in SECURE 2.0
Congress recently enacted landmark retirement legislation known as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The...
Celebrating 5 Females at Merit During Women’s History Month, and Every Month
March is Women's History Month and is a time to honor women's contributions throughout history. At Merit, women represent more than 52% of the 200...
5 Simple Steps to Prepare for Next Year’s Income Taxes
With recent memories of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next...
4 Easy Steps to Get Started with Your Taxes in 2023
As we enter the final week of March, we also enter the "final stretch" of tax season, as the April 18 tax deadline quickly approaches....
February 2023 Market Update
In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February's update...
Managing Money as a Couple: A Male & Female Perspective
Money can be a divisive topic in relationships, but it doesn't have to be. A recent survey from SunTrust Bank revealed that 35% of people...
