Posts by MeritMarketing
Merit Financial Advisors Partners with Reis Financial Services, LLC to Expand Presence in Wisconsin
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 Reis Financial Services, LLC (“Reis Financial”). The firm, based in West Bend, Wisconsin, will expand Merit’s existing presence in the region and…
Read MoreExpecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top
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…
Read More5 Questions to Ask Yourself When Creating a Financial Plan
By Andrea Zoeller, Wealth Manager “A goal without a plan is just a wish.” – Antoine de Saint-ExupĂ©ry 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…
Read MoreJuly 2023 Market Update
In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for July’s update are: We hope you find this video educational and informative. If you have any questions, please reach out to your advisor. Thank you for being a valued client of Merit. ​​…
Read MoreHow to Have an Amazing Wedding That Won’t Break the Bank
By Jon Dudzinski, Portfolio Manager In 2022, 47% of engaged couples were planning their wedding on a budget, according to a 2022 study from The Knot. That same study also revealed that couples are most likely to pay for their wedding (or a portion of it) via checking account (57%), cash (54%), credit cards (39%),…
Read More2023 Mid-Year Market Review Replay
In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points for this review are: Year-to-date performance summary Recent economic data Merit’s outlook moving forward Reviewing current market trends provides invaluable insights for anyone seeking to make informed decisions regarding their…
Read MoreUnlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures
It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager and Partner, shares five important travel and financial tips when it comes to international travel. These tips can help you avoid some major headaches and financial pitfalls, so you can…
Read MoreFuture Proofing Your CPA Practice: 8 Reasons to Partner with a Wealth Management Firm
Accountants rank among the most trustworthy professionals in business, but perhaps they are actually being underutilized. While clients trust certified public accountants (CPAs) to look after their tax needs, few are using them to help actively manage their wealth. Yet, the merits of working with CPAs can – and should – extend beyond traditional accounting.…
Read MoreMerit Financial Advisors Partners with Financial Analysts to Expand Presence in North Carolina
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 Financial Analysts. The firm, based in Raleigh, North Carolina, will expand Merit’s existing presence in the region and increase assets by $100…
Read MoreDownload: Caregiver’s Financial Checklist
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner If you find yourself in the role of caregiver for a loved one, you are not alone. Since 2015, there has been a 21% increase in caregivers in the United States[i], and will likely continue to rise. Unsurprisingly, more caregivers are reporting their own health…
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