Posts by MeritMarketing
Happy Holiday’s from the Merit Family
During this special time of year, we like to take time to reflect, celebrate, and focus on what we are most thankful for. At Merit, we are most thankful for you, our clients, and our teammates who serve you every day. We know this year has had its challenges. Thank you for putting your trust…
Read MoreHow to Protect Assets Before Marriage
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of a child or grandchild—could impact both your current wealth and your wealth planning goals. Too often, one or both spouses in a divorce end up…
Read MoreEnd-of-Year Financial Checklist
Written by: Kate Redden, CFP®, ChFC®, CKA®, Regional Director, Partner The end of a year traditionally is the time to make resolutions for the new year ahead. This applies as much to your financial life as it does to all those personal goals you promise yourself you’ll attend to. Financially speaking, though, the things worth…
Read MoreSocial Security Guide
Written by: Tony Pitzer, CFP®, Partner, Wealth Manager If you’re at the beginning or middle of your working career, you may not have given much thought to Social Security. If retirement is on the horizon, you may just be starting to wonder about the details. For a program that’s such a significant contributor to so…
Read MoreInvestment Adviser Representative David Elder Sr. Joins Merit Financial Advisors
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 that financial advisor David Elder Sr., CFP®, has joined the team. David, who is headquartered in Atlanta, has a longstanding book of business and brings…
Read MoreOctober 2022 Market Update
In this October market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. The single most important data point for economies and investors continues to be inflation. Some of the key points for October’s update are: The acceleration in core inflation is concerning and solidifies expectations for the Federal Reserve to…
Read MoreSeptember 2022 Current State of the Market Webinar
In this recorded webinar, Director of Portfolio Strategy, Caleb Tucker, explores the current economic climate and how we got here. We specifically address the impact of inflation on the economy and the Federal Reserve policies that have been implemented to combat it. We also look at market drivers and the impact they will have in…
Read More5 Essentials to Secure the Best Valuation for Your Firm
Written by Rick Kent, CEO & Founder | Article originally appeared in Investment News. If you’re thinking of selling, you should be considering factors like the rate at which your firm is growing, your relationship with your employees, the age of your clients and the state of your tech stack. Mergers and acquisitions are at…
Read MoreAugust 2022 Market Update
In this August market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Markets are in a much more upbeat mood than we’ve experienced most of this year. Since bottoming in June, equities have ripped higher, on the back of better than expected inflation in July and expectations about a less…
Read MoreThe Ultimate Estate Planning Guide
Written by: Emily Boothroyd , JD, CFP®, CPWA®, Wealth Manager What is estate planning? Estate planning is the act of organizing your financial and personal affairs to allow for a seamless distribution process upon your death, and to allow your loved ones to make effective decisions around your healthcare and finances. A common misconception is…
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