Posts by MeritMarketing
Merit 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.”
Read MoreThe 5 Key Signs of a Recession
Wealth Manager, Marcus Anderson, CFP®, CIMA®, AIF®, breaks down the 5 key indicators, definitions, and more. I want to talk about the word “recession”. A word that can spark fear and anxiety in a lot of people. Unlike, what most people think, which is, “we’re in a recession if two consecutive negative GDP quarters”, or…
Read MoreNovember 2022 Market Update
In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November’s update are: The October inflation report was encouraging, but we need to see inflation decline over several months to establish a trend. Volatility tends to increase during midterm election years, but…
Read MoreImportant AT&T Retirement Plan Updates for 2022-2023
Understanding your AT&T retirement plan will allow you to make informed decisions about your finances before and during your retirement. Of course, the telecommunications company does offer their support and assistance in setting up and maintaining your plan, but ultimately, it’s your responsibility to develop a nuanced understanding of the terms and conditions so that…
Read MoreHow to Find a Financial Advisor Who is Truly Client-Centric
Written by: Joe Cilley, CFP®, VP, Financial Planning Recently I saw an online profile of an advisor claiming to be “the easiest advisor you’ll ever work with.” I’ve been thinking. What does it mean to be “the easiest” to work with, and can they really deliver? It’s common for financial professionals these days to advertise…
Read MoreHappy 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…
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