Wealth Management Resources

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

Year-End Financial Checklist, David Elder

The End of The Year Is Coming. Use this Checklist to Prepare Financially and Meet Your Goals.   

Written by David Elder, CFP®, Wealth Manager | Partner The end of the year is upon us, again! It’s time to reevaluate your money situation...
estate planning oct'23

Estate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order 

Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning?   Estate planning is the process of creating a plan for the...
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Special Commentary: Israel Conflict

How Middle East Conflicts Have Historically Impacted Markets. Please view the full article HERE. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through...
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September 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Please read below to learn more: "Let’s take a...
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Unlocking the Benefits of a 529 College Savings Plan

In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential...
Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

By Scott Meyer, Wealth Manager, Partner According to a CNBC article, nearly 150,000 employees were cut in major U.S. layoffs over the first three months...
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July 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Some of the key points for July's update are:...
How to Have an Amazing Wedding That Won’t Break the Bank

How to Have an Amazing Wedding That Won’t Break the Bank

By Jon Dudzinski, Portfolio Manager In 2022, 47% of engaged couples were planning their wedding on a budget, according to a 2022 study from The...
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2023 Mid-Year Market Review Replay

In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points...
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Unlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures

It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager...
Caregiver's Checklist

Download: Caregiver’s Financial Checklist

Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner If you find yourself in the role of caregiver for a loved one, you are...
Top Money-Saving Travel Tips from a World Traveler

Top Money-Saving Travel Tips from a World Traveler

By Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager and Partner After years of pandemic-related travel restrictions, families are looking to experience adventures together this...

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