Posts by MeritMarketing
Should I Hire a Financial Advisor? Pros and Cons
Written by Brad Cast, RFC®, Wealth Manager & Partner In the world of personal finance, many people turn to financial advisors to help them make informed decisions and reach their financial goals. While there are pros and cons to working with a financial advisor, the benefits often outweigh the costs. Pros of hiring a financial…
Read MoreApril 2023 Market Update
In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April’s update are: Bond yields have come down, which has led to multiple expansion for stocks. We think the market expectation for rate cuts is wrong. We don’t believe you should be…
Read MoreMerit Financial Advisors Partners with TFG Wealth Management to Expand Presence in Eastern Pennsylvania
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired TFG Wealth Management, LLC (“TFG”), adding new offices for the firm in Newtown and Chadds Ford, Pennsylvania. The merger increases Merit’s total assets by approximately $141 million. Founded by Mark Fried, TFG specializes in comprehensive…
Read MoreMerit Financial Advisors Partners with INVEX Financial, LLC, Expanding Presence in Pacific Northwest
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired INVEX Financial, LLC (“INVEX”), expanding the firm’s presence in the Pacific Northwest and adding team members to Merit’s Issaquah, Washington office. The merger increases Merit’s total assets by approximately $127 million. Founded by Susan H.…
Read MoreRoth n’ Roll: The Basics of Roth 401(k) and Roth IRA Options
Wealth Manager Scott Meyer goes over the basics of Roth 401(k) and Roth IRA options, as well as contribution and distribution rules that might benefit you in tax savings! Interested in learning more? Contact Merit Financial Advisors today for your complimentary consultation.
Read MoreIs it Time to Spring Clean Your Financial Plan?
Written by Baylee Bryant, CFP, Wealth Manager It’s that time of year again. Snow is melting, birds are singing, and we’re antsy to get moving and enjoy the sunshine that comes with longer, warmer days. But before we do, many of us are in a flurry to wash our windows and clean out our cupboards…
Read MoreMarch 2023 Market Update
In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update are: Even though the market activity to start the year showed an assumption that the inflation battle was won, we remain skeptical and will continue to do so. As long…
Read More2022 Tax Season Advantages and Changes
Did you know there are changes to your 2022 taxes? Craig Anderson, Wealth Manager, reviews changes to your 2022 taxes and shares tips on how you can utilize advantages to maximize your returns. Stay Connected with Merit: Subscribe to our YouTube channel.
Read MoreSpecial Market Update: Silicon Valley Bank
Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy With the failures of Silicon Valley Bank (SVB) and Signature Bank (SBNY) we’ve seen the second and third largest bank failures of all time happen within a week. There seem to be two logical questions to be asked. How did this happen? Should we be concerned?…
Read MoreSECURE Act 2.0 with Wealth Manager, Marcus Anderson
Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager at Merit Financial Advisors, shares what you need to know about SECURE Act 2.0 in this educational video.
Read More