Posts by MeritMarketing

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…

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…

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…

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…

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…

Written by: Blaine Malcolm, CFP®, Wealth Manager, Partner What word best describes the current state of inflation in America, as well as elsewhere around the world? From an investor’s perspective, “challenging” pretty much says it all. As of July this year, the latest ¾-point hike in the Federal funds rate acknowledged a level of inflation…

Written By: Steve Henderson, CPA, PFS, CFP®, CKA®, Regional Director, Partner Your gas station visit drains your wallet while filling your tank. Your groceries seem to cost more every week. For older investors, significant inflation was a financial challenge that had almost faded from memory. For younger investors, it’s a term that had little day-to-day…

Written by: Zac Beckerley, CFP®, Wealth Manager According to the U.S. Bureau of Labor Statistics, there were more than 263,000 personal financial advisors in America as of May, 2021. Their clients included individuals and families working to secure their financial futures, as well as high net worth investors with complex planning requirements. What services do…