Posts by MeritMarketing

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…

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. ​​…

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%),…

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…

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…