Planning for the Unexpected

July 10, 2020

A Story of Loss and What You Can Learn from It. “We never truly get over a loss, but we can move forward and evolve from it.”  – Elizabeth Berrien When I first began to work with financial planning clients, I met a woman whose story has stayed with me, and will undoubtedly be a…

Adjusting to Life Financially After a Divorce

July 10, 2020

Successfully Navigate through this Transition There’s no doubt about it – going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. Stress can cause regress. And regress can compromise one’s decision-making and lead…

Our Market Updates

July 6, 2020

RMD Rollover Relief Update

June 29, 2020

The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into a retirement account following the CARES Act RMD waiver for 2020. The 60-day rollover period for any RMDs already taken this year has been…

Stress Testing Your Wealth Strategies

June 22, 2020

Stress testing can also be effective at identifying potentially big problems—or possibly huge mistakes—so you can make changes proactively. We believe stress testing should be a part of many people’s due process when vetting financial plans, products and services. In this month’s Flash Report, The Importance of Stress Testing Your Wealth Strategies, you’ll discover the…

Ask The JD

May 20, 2020

Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that you may need to have on hand in case of an emergency. Should you have questions on your estate documents or are unsure of what to do, please give us…

A Message from Our President

April 1, 2020

Although we must remain physically apart during this challenging time, we want to provide assurance that your Merit team will remain very much with you in the days and weeks ahead.  Not a moment goes by that we are not grateful for the trust and confidence you place in us.  Rest assured, in good times…

Market Update – Week of March 16th

March 17, 2020

As news continued to flood in last week, market participants did their best to judge the long-term impact of every single morsel which led to quite a volatile environment.  The news wasn’t all negative as 2 of the 5 days posted large gains.  In fact, Friday March 13th was one of the best 1-day gains…

Coronavirus Update

March 13, 2020

To keep you informed, we wanted to provide an update on Merit’s efforts to remain proactive and prudent regarding the developing Coronavirus situation. What actions is Merit taking regarding the supervision and monitoring of my investments? Our investment team is reviewing the markets constantly to provide your advisors with the most up-to-date information.  They continue to…

Merit Market Minute

March 11, 2020

After setting all-time high levels last month, stocks began to reverse course mid-February as coronavirus fears took hold.  Below please find our viewpoints, guidance and expectations.  A Moment to ReminisceEven typing the date “March 9th” brings back memories from when I typed a similar letter on March 9th, 2009, the low point for stock markets…