Q1 2026 Economic and Market Overview
By Brian Andrew, CFA®, Chief Investment Officer The first quarter of 2026 was defined by a sharp transition in market leadership and a meaningful increase...
Investing with Intention: Aligning Your Wealth with Your Personal Values
By Kate Redden, CFP®, ChFC®, CKA® Vice President of Client Experience, Wealth Manager, Partner Merit Financial Advisors Money is one of the most powerful tools...
Beyond Tax Day: Mid-Year Tax Planning Opportunities
By Michele Hammann, CPA, PFS™, CVA, Regional Vice President, Partner, Merit Financial Advisors Many investors think tax planning happens only once a year, but the...
Cease-Fire – Pause Or More?
By Brian Andrew, CFA®, Chief Investment Officer Summary: 10-point plan not likely where we land. Markets are reacting favorably to the hold on hostilities, stocks...
The Hidden Wealth Within: How Banks Can Unlock Virtual Growth Through Existing Relationships
As branch traffic declines and digital adoption rises, many community and regional banks face a difficult question: how do we continue to grow when new...
They Didn’t Need a Partner. That’s Exactly Why They Chose One.
How SSC CPA + Advisors Strengthened Its Model Without Compromise by strategically partnering with Merit Financial Advisors. Most firms wait until they have to make a decision....
March 2026 Market Update
In our March 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, examines a month shaped by rising geopolitical tensions, increased energy...
Increasing Geo-Political Tensions
By Brian Andrew, CFA®, Chief Investment Officer Market Update: Geopolitical Risk and Asset‑Class Reactions The recent military escalation involving Iran has understandably raised concerns among...
Estate Planning Conversations High-Net-Worth Families Need to Be Having
By Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager and Partner 77% of individuals with more than $1 million in household net worth have an estate...
Spring Cleaning Your Portfolio: Resetting Risk for the Year Ahead
By Matthew Morzy, MBA, CFP®, Portfolio Strategist, Merit Financial Advisors Spring tends to be when people finally slow down long enough to take stock. Closets...
