Posts by MeritMarketing
What You Can Expect from a Federal Reserve Rate Hike
Written By: Blaine Malcolm, Wealth Manager | Partner Many people hear the term Fed Funds Rate on the news or financial programs but may not know what it is or how it may affect their life. The Fed Funds Rate is the interest rate used by banks and credit unions to lend excess balances to…
Read MoreWhat to Look for in a Financial Advisor
Written By: Zac Beckerley, Wealth Manager | Partner You are probably thinking, how is Merit Financial Advisors, a firm with wealth advisors going to tell me what to look for in a wealth advisor? Wouldn’t they just point me in the direction of their firm? Well, of course, but first we want to tell you,…
Read MoreThe Definitive Financial Planning Checklist: 8 Essentials
Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you go through your life’s journey. It helps you stay in control of your entire financial picture so you can achieve the goals you’ve set for yourself and your loved ones.…
Read MorePractical (And Profitable) Ways To Attract Women Advisors
Written by Kay Lynn Mayhue, President | Article originally appeared in FA-Mag. Something’s amiss in the financial advice business, and the data confirms it: Women account for only about 15% of the financial advisor population, according to McKinsey & Co. They account for only 23% of CFPs. Since research has shown that diversity on our teams, just…
Read MoreMerit Financial Advisors Adds Fourth Office in Georgia with Acquisition of Dasher & Padgett Financial Advisors, Inc.
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, today announced it has acquired Dasher & Padgett Financial Advisors, Inc. (“D&P”). The firm, which has an office in Albany, Georgia, expands Merit’s presence in the region…
Read MoreRising Inflation and Interest Rates: What That Means for You
Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted down a bit since then, all signs point to higher interest rates going forward. In fact, the Federal Reserve has already indicated that it plans to do six more interest…
Read MoreWhat To Do and Not To Do During Market Volatility
Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news, you probably get the feeling that markets have become more volatile and less predictable over the last few years. A myriad of factors contributed to this volatility, but the reasons…
Read MoreLiving the Good Life, Despite Life’s Challenges
Merit President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, sits down with FULL LIFE LLC founder and CEO Maureen Whatley to discuss mental health and the critical role it plays in every decision we make. Kay Lynn and Maureen will explore the connection between mental health and decision-making to see how they can affect financial wellbeing.
Read More7 Questions to Ask While Preparing for a Divorce Settlement Process
Written by: Lori Price, Wealth Manager & Partner & Hollis Hardiman, Wealth Manager & Partner Although very often stressful and emotional, preparing for divorce often comes down to acquiring complete and accurate information and getting organized in advance. If you are unsure about certain assets owned by you or your spouse, you could be losing…
Read MoreTax Efficiency: Your Ultimate Guide to Tax Deductions
Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you save on your taxes and get the most out of available deductions. In essence, being tax efficient simply means that you are aware of tax laws and know how to…
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