Posts by MeritMarketing
September 2024 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, explores recent market trends and their potential influence on your investment strategy in the months ahead. Key Takeaways: We hope you find this video both informative and insightful. For any questions, please reach out to your Merit financial advisor. Stay Connected. Stay Informed. Follow…
Read MoreFederal Reserve’s Latest Rate Decision – Key Implications and Opportunities
Written by: Nate Burstin, Portfolio Manager Following a very recent Federal Open Market Committee (FOMC) decision, Merit’s investment team discusses key implications and opportunities this presents. As expected, the Federal Reserve announced its first rate cut, reducing the target range from 5.25%–5.50% to 4.75%–5.00%. While this outcome was widely anticipated, the market’s response has been…
Read MoreTrump, Harris, and the Market Rollercoaster: What Investors Can Expect
By Brian Andrew, CFA®, Chief Investment Officer | Executive Vice President, Merit Financial Advisors When election rhetoric runs high, investors often feel they should be rushing to make adjustments to their portfolios. However, while the news cycle operates 24/7, it doesn’t mean investors should feel compelled to make wholesale changes to their long-term strategies. Historically,…
Read MoreThis 401(k) Day, here are Three Tips to Bring Your Plan into Alignment with Your Financial Goals
By Joshua Mersberger, Regional Director, Merit Financial Advisors While Americans are saving more for retirement today than they did 30 years ago, are they setting themselves up for success? 401(k) Day, which occurs annually on the Friday after Labor Day, provides a day to focus on retirement planning and preparation and take stock of one’s…
Read MoreAugust 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 in the coming months. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit financial advisor. Stay Connected. Stay Informed.…
Read MoreMerit Financial Advisors Partners with Kizer & Associates to Expand Its Presence in the Midwest
ATLANTA —[August 19, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Kizer & Associates (“Kizer”). The firm, based in Barrington, IL, will establish Merit’s first Illinois office and…
Read MoreSpecial Market Commentary August 2024
Written by Brian Andrew, CFA® – Chief Investment Officer In last month’s video, we mentioned that August is becoming less attractive for vacations and that we might just get an opportunity to take advantage of some volatility. Little did we know just how soon that postponed vacation would come in handy! Bond prices have rallied…
Read MoreMerit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning
NEW JERSEY —[July 31, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Westfield Financial Planning (“Westfield”). The firm, based in Westfield, New Jersey, expands Merit’s existing presence in…
Read MoreJuly 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. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media…
Read MoreEvaluating Your Insurance Coverage on National Insurance Awareness Day
Insurance is the safety net that every individual and family needs, mitigating bigger problems when the worst-case scenario occurs and minimizing unnecessary financial risks. Yet an alarming number of households do not have adequate coverage for their needs, nor are they aware of the specialized plans that will serve them best. Indeed, insurance policies are…
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