Educational Videos

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Protected: Webinar: How to Build a Sustainable, High-Growth Advisory Firm

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March 2025 Market Update

In this March market update, Chief Investment Officer Brian Andrew, CFA®, analyzes the recent market volatility driven by the U.S. Administration’s tough tariff policies and...
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2025 Market Outlook

In this 2025 Market Outlook, we explore how the U.S. economy achieved a soft landing in 2024 and discuss the key themes shaping the year...
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Giving Thanks this Holiday Season-Merit Financial Advisors

As the year comes to a close, we want to take a moment to express our heartfelt thanks. On behalf of the entire team at...
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Webinar Replay – 2024 Elections: Navigating Market Shifts and Economic Trends for Investors

As the 2024 U.S. elections draw near, their outcomes could significantly impact the markets, economy, and your investment strategies. In our recent live webinar, we...
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August 2024 Market Update

In this August market update, our Chief Investment Officer, Brian Andrew, CFA®, delves into the latest market trends and their potential impact on your investments...
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July 2024 Market Update

In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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June 2024 Market Update

In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
May 2024 Market Update

May 2024 Market Update

In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....

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