Working With The Right Advisor
Finding the right financial advisor to work with can be a challenging task. We’ve certainly had clients tell us that their previous advisors weren’t able...
Four Important Steps to Preparing Your Young Adult Children for Financial Independence
Written By: Zac Beckerley, CFP® From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults to consider in...
Duties and Responsibilities of the Executor of the Estate
Written By: Tony Pitzer, CFP® No one is ever prepared for the passing of a loved one. Even when family members have time to say...
Retirement and Inheritance Fund Planning
Written By: Carly Hensley, CFS® No matter how old children get, parents will always see them as their little kids. They have years of memories...
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...
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...
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...
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...
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...
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)...
