Posts by MeritMarketing
Santa Claus Is Coming
By Brian Andrew, CFA® – Chief Investment Officer While the stock market has been rallying since October of 2023, the complexion of the rally continues to change. In particular, what…
Read MorePreparing for 2025: Setting Your Business Goals
The New Year is fast approaching, making it the perfect time to establish your 2025 business goals and strategize how to reach them in the year ahead and beyond. At…
Read MoreGiving 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 Merit Financial Advisors, we are…
Read MoreNovember 2024 Market Update
In this November market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market trends and discusses their potential impact on your investment strategy as we move toward year-end and…
Read MoreSECURE 2.0 Will Bring New Changes in 2025: Here’s What Business Owners Need to Know
By Don Hammond, CFP®, AIF®, MBA, Senior Vice President and Managing Partner, Merit Financial Advisors Are you or your employees in danger of outliving your retirement? It’s a troubling prospect…
Read MoreMarket Commentary: 50x All Time High!
By Brian Andrew, CFA® – Chief Investment Officer Please join me in remembering our Veterans on this Veterans Day. At Merit we celebrate their contributions and especially appreciate their sacrifices.…
Read MoreA Five-Part Framework for Amplifying Your Charitable Giving
By Mike Smalley, CFP®, Wealth Manager, Merit Financial Advisors Americans continue to be generous with their money, but could they be more strategic? According to the Giving USA 2024: The…
Read MoreSpecial Market Commentary – Now What?
By Brian Andrew, CFA® – Chief Investment Officer While we are still waiting for the election outcome for the House of Representatives, we have a clear picture of who will…
Read MoreWebinar 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 explored how these elections could…
Read MoreWhy Is It So Hard For the Non-Breadwinner to Get Divorced? The System Is Broken
Written by: Hollis Hardiman, CDFA™ Wealth Manager | Partner Let’s talk about something that doesn’t get enough attention: the financial hurdles many non-breadwinners face when trying to get divorced. It’s…
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