Posts by MeritMarketing

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…

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…

By Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager and Partner After years of pandemic-related travel restrictions, families are looking to experience adventures together this year. A survey from Booking.com revealed that 54% of travelers want to plan a family reunion or a holiday abroad in 2023. Unfortunately, due to the increase in demand to…

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for May’s update are: The deal on the debt ceiling will allow the treasury to borrow additional funds. The debt ceiling will be suspended until January 2025. We continue to see…

As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen at more than twice the rate of inflation for more than 3 decades! For many families, paying for a college education is the single largest expense they’ll incur on their…