Posts by MeritMarketing
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. 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 MoreMay 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. 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 MoreYour Financial Advisor Kindly Requests Your Imagination
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for too long with a search engine in our pocket; indeed, the average American checks their phone 144 times per day. Yet, we often fail to realize that wisdom is at…
Read MoreYour Financial Shield: Advanced Cybersecurity Tactics Webinar Replay
In today’s digital age, cybersecurity threats are more prevalent than ever—with over one million passwords compromised each week and an identity stolen every 22 seconds. Don’t miss your chance to turn the tide against cyber threats. This webinar is your opportunity to gain expert insights and understand the critical aspects of staying safe online to…
Read MoreShould You Join the Second-Home Club?
The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family, or a rental income generator – and maybe all three – has lots of Americans taking the second-home plunge. Indeed, according to the National Association of Home Builder, the total…
Read MoreTwo Conversation Starters to Spring Clean Your Investment Strategy
By Brian Andrew, Chief Investment Officer, Merit Financial Advisors If the arrival of Spring has you longing to clean up more than just your house, you’re in good company. While life events like the purchase of a home, marriage, or birth of a child are natural triggers to reassess your financial picture, only 35% of…
Read MoreApril 2024 Market Update
In this April 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 to…
Read More6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being
Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is stolen every 22 seconds. It might seem daunting, especially with the rise in sophisticated scams targeting soon-to-be retirees and post-retirees. However, integrating simple, daily cybersecurity practices into your routine, with…
Read MoreSpring Cleaning Your Finances with Steve Denton
For many, spring means opening windows, sweeping the dust out and rotating our wardrobes. While you’re freshening up your home, consider ways to also tidy up your finances. You may be surprised at what’s hiding in your accounts and inboxes, financial documents and tax returns. Stay Connected with Merit: Subscribe to our YouTube channel.
Read MoreFinancial Planning for Business Owners: 3 Critical Tips
By Joshua and Zachary Mersberger, Regional Directors, Merit Financial Advisors The entrepreneurial world continues to grow; indeed, recent statistics show there are 31 million entrepreneurs in the United States, or 16 percent of the adult workforce. While the ability to pursue your passion, break free from the traditional confines of the modern workplace, or just…
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