Posts by MeritMarketing
Practical (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…
Read MoreHow Do Charitable Tax Deductions Work?
Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities and getting a tax write-off for it is not as complicated as it seems. That said, there are a few important rules you should know before filling out your taxes.…
Read MoreCouples and Money: How to Better Your Finances Together
Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have two different lives merging into one. You each may have different morning routines, food preferences, and social habits. However, these differences become much starker when it comes to money. More…
Read MoreInvestmentNews Names Merit Financial Advisors a 2022 Best Place to Work for Financial Advisers
This marks the fifth consecutive year the firm has received this accolade. Atlanta, Georgia, February 7, 2022— For the fifth consecutive year, 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, has been recognized by InvestmentNews…
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