Posts by MeritMarketing
2022 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 MoreTop 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…
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