Posts by MeritMarketing

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…

By Scott Meyer, Wealth Manager, Partner According to a CNBC article, nearly 150,000 employees were cut in major U.S. layoffs over the first three months of 2023, led by massive headcount reductions at Amazon, Google, Meta and Microsoft. With more layoff news expected in 2023, it’s understandable if you are wondering about your own financial…

By Andrea Zoeller, Wealth Manager “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry Creating a plan for your finances is no easy task. Your path may vary along the way, but there is one end goal we are all striving towards – retirement. However, having a retirement goal without a…