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In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Please read below to learn more: “Let’s take a moment to step back and…

In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential investors. These plans are instrumental…

By Scott Meyer, Wealth Manager, Partner According to a CNBC article, nearly 150,000 employees were cut in major U.S. layoffs over the first three months of 2023, led by massive…

By Andrea Zoeller, Wealth Manager “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry Creating a plan for your finances is no easy task. Your path…

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for July’s update are: We hope you find this…

By Jon Dudzinski, Portfolio Manager In 2022, 47% of engaged couples were planning their wedding on a budget, according to a 2022 study from The Knot. That same study also…

In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points for this review are: Year-to-date…

It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager and Partner, shares five important…

Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner If you find yourself in the role of caregiver for a loved one, you are not alone.  Since 2015, there…

By Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager and Partner After years of pandemic-related travel restrictions, families are looking to experience adventures together this year. A survey from Booking.com…