Posts by MeritMarketing
Maximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions
By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the stock has seen substantial growth. However, with great potential gains come heightened risks and volatility. In this article, we will explore the world of concentrated stock and unveil strategies that…
Read MoreMerit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 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 that it has hired Brian Andrew as…
Read MoreEpisode 3: Estate Planning 101 – What to Consider When Building a Plan.
In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers questions like whether it’s okay to make your own legal documents and what key points to consider when creating a will, power of attorney and advanced health care directive. Watch…
Read MoreMaking Financial Resolutions For the New Year
Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of every calendar year, it’s not always a productive one. In fact, the vast majority of new year goals do not last the entire year, with roughly 80% of Americans failing…
Read MoreYear End Planning Tips – An Advisor’s Guide on How to Wrap Up The Year
As the year draws to a close, it’s time to optimize your year end financial strategy for the upcoming year. For taxes, consider tax loss harvesting, and be prepared for year-end capital gain distributions in mutual funds, which can impact your tax liabilities. It is critical that you manage Required Minimum Distributions (RMDs) in your…
Read MoreMerit Financial Advisors Partners with EJS Wealth Management to Expand Presence in Colorado
ATLANTA —December 20, 2023 — 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 EJS Wealth Management, LLC (“EJS”). The firm, based in Colorado Springs, CO, will expand Merit’s existing presence…
Read MoreEpisode 2: Estate Planning 101 – A Holistic Approach.
In part two of Estate Planning 101, Wealth Manager Kelly Gallimore highlights the crucial starting point in a holistic estate plan: having meaningful conversations with the involved parties. Effective estate planning begins with open dialogue, emphasizing the significance of communication in crafting a comprehensive and personalized plan. Watch now below! We hope you find this…
Read MoreWarm Holiday Wishes – Merit Financial Advisors
As the holiday season approaches, we want to reflect on our shared journey this year. We express our deepest gratitude for your unwavering trust in us. At Merit Financial Advisors, our mission is to enrich the lives of those we serve, which extends to you and your families. Our commitment to our core values has…
Read MoreHow to Maximize Your Charitable Giving During the Holidays
Written by Tony Pitzer, Wealth Manager and partner As families and businesses alike usher in the season of giving, they are met with ample opportunities to spread good cheer (and better yet, their resources) to the causes they care about most. Indeed, almost one quarter of all charitable giving occurs in the month of December,…
Read MoreNovember 2023 Market Update
November has been a great month for markets this year, snapping a 3-month losing streak after hitting a high at the end of July. The equity markets had a strong rally across the board with treasury yields falling from multi-year highs. Federal Chair Jerome Powell seems to be content with where rates and the economy…
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