Posts by MeritMarketing
Top 10 Provisions in SECURE 2.0
Congress recently enacted landmark retirement legislation known as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The new law includes a number of provisions intended to benefit individuals as well as small business owners. Below is a summary of the top 10 provisions. You can also download…
Read More4 Things You Can Do to ‘Recession-Proof’ Your Retirement
Written by Kirk Wilkerson, CIMA®, CFF, Regional Director & Partner Many of us have a specific time by which we’d like to retire, such as a certain age or reaching a specific financial goal. But life events — whether personal or global — can also shape your retirement timeline. According to research from the Federal…
Read More5 Simple Steps to Prepare for Next Year’s Income Taxes
With recent memories of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next year as painless as possible for you, your tax preparer, and your bank account. Merit has prepared five simple steps to prepare for next year’s taxes. #1 Assess Your Latest…
Read MoreFebruary 2023 Market Update
In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February’s update are: There was progress slowing the rate of inflation at the end of last year, but there’s still a long path ahead. Markets are in a more upbeat mood year-to-date,…
Read MoreJanuary 2023 Financial Outlook
In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal Reserve policy will remain a focal point this year, but the bigger story will be how the policy changes made last year impact the economy. Inflation should continue to moderate…
Read MoreMerit Financial Advisors Partners with Financial Design Group to Expand 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 Financial Design Group, Inc. (“FDG”), adding a new office in Des Moines, Washington. The merger increases Merit’s total assets by approximately $127 million. Founded by Barry Reid in 1994, FDG currently serves more than 300…
Read MoreDecember 2022 Market Update
In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December’s update are: The November inflation report was an encouraging signal that inflation is finally headed in the right direction, but we are still well above the Federal Reserve’s 2% target. The…
Read MoreMerit Financial Advisors Partners with Allegiance Retirement Solutions, Adding Fifth Georgia Office
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 Allegiance Retirement Solutions, Inc. (“Allegiance”). Allegiance, based in Lawrenceville, GA, expands Merit’s presence in the state becoming Merit’s fifth Georgia location. This…
Read MoreSuccess Factors: A Conversation with Merit CEO Rick Kent and HGGC Co-Founder and NFL Hall of Famer, Steve Young
Written by: Suzanne Siracuse, CEO and Founder of Suzanne Siracuse Consulting I recently moderated a Financial Advisor Magazine webinar featuring Merit Financial Advisors CEO Rick Kent and HGGC Chairman and Co-Founder Steve Young, who also happens to be an NFL Hall of Famer and Super Bowl Champion. In January 2021, Merit and HGGC entered a…
Read More3 Great and Timely Reasons to Give Monetary Gifts this Holiday Season
The giving season is here, which makes it a good time to examine whether you should be giving financial gifts to family members now rather than later. If the answer is “yes,” then it is essential you examine the “how” and “why.”
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