Posts by MeritMarketing

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…

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,…

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…

Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate planning from what it is and who needs a plan in episode one of a six-part series.    Get started with us today! Click Here to book a complimentary 1-hour…

Written by David Elder, CFP®, Wealth Manager | Partner The end of the year is upon us, again! It’s time to reevaluate your money situation and make sure you are on track to meet your savings and spending goals for the year. At the beginning of 2023, a whopping 87 percent of people felt confident…

As we head into Q4, certain pockets of the economy continue to show strength while others present potential headwinds for 2024. We’ve seen inflation moderate but remain elevated above historical averages. Adding geopolitical risks in the Middle East, headline inflation could stay above the Federal Reserve’s 2% target longer than expected. Economists and market participants…

Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning?   Estate planning is the process of creating a plan for the distribution of your assets at your death, and a plan for your care in the event you are no longer able to manage your own affairs. It can be as…

How Middle East Conflicts Have Historically Impacted Markets. Please view the full article HERE. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors are separate entities from LPL Financial.

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Please read below to learn more: “Let’s take a moment to step back and think about how far we’ve come over the last year. Inflation is headed in the right direction, and the Federal Reserve is at least close…

In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential investors. These plans are instrumental tools for saving for educational expenses. In her informative session, Andrea covers these top 5 questions about the benefits of 529 College Savings Plans: This…