Posts by MeritMarketing
Trump, Harris, and the Market Rollercoaster: What Investors Can Expect
By Brian Andrew, CFA®, Chief Investment Officer | Executive Vice President, Merit Financial Advisors When election rhetoric runs high, investors often feel they should be rushing to make adjustments to…
Read MoreThis 401(k) Day, here are Three Tips to Bring Your Plan into Alignment with Your Financial Goals
By Joshua Mersberger, Regional Director, Merit Financial Advisors While Americans are saving more for retirement today than they did 30 years ago, are they setting themselves up for success? 401(k)…
Read MoreAugust 2024 Market Update
In this August market update, our Chief Investment Officer, Brian Andrew, CFA®, delves into the latest market trends and their potential impact on your investments in the coming months. Key…
Read MoreMerit Financial Advisors Partners with Kizer & Associates to Expand Its Presence in the Midwest
ATLANTA —[August 19, 2024] — 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…
Read MoreSpecial Market Commentary August 2024
Written by Brian Andrew, CFA® – Chief Investment Officer In last month’s video, we mentioned that August is becoming less attractive for vacations and that we might just get an…
Read MoreMerit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning
NEW JERSEY —[July 31, 2024] — 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…
Read MoreJuly 2024 Market Update
In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
Read MoreEvaluating Your Insurance Coverage on National Insurance Awareness Day
Insurance is the safety net that every individual and family needs, mitigating bigger problems when the worst-case scenario occurs and minimizing unnecessary financial risks. Yet an alarming number of households…
Read MoreJune 2024 Market Update
In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
Read MoreMay 2024 Market Update
In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
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