Archive

As the year draws to a close, it’s time to optimize your year end financial strategy for the upcoming year. For taxes, consider tax loss harvesting, and be prepared for…

In part two of Estate Planning 101, Wealth Manager Kelly Gallimore highlights the crucial starting point in a holistic estate plan: having meaningful conversations with the involved parties. Effective estate…

As the holiday season approaches, we want to reflect on our shared journey this year. We express our deepest gratitude for your unwavering trust in us. At Merit Financial Advisors,…

Written by Tony Pitzer, Wealth Manager and partner As families and businesses alike usher in the season of giving, they are met with ample opportunities to spread good cheer (and…

November has been a great month for markets this year, snapping a 3-month losing streak after hitting a high at the end of July. The equity markets had a strong…

Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate planning from what it is…

Written by David Elder, CFP®, Wealth Manager | Partner The end of the year is upon us, again! It’s time to reevaluate your money situation and make sure you are…

As we head into Q4, certain pockets of the economy continue to show strength while others present potential headwinds for 2024. We’ve seen inflation moderate but remain elevated above historical…

Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning?   Estate planning is the process of creating a plan for the distribution of your assets at…

How Middle East Conflicts Have Historically Impacted Markets. Please view the full article HERE. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an…