Archive

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 revealed that 54% of travelers want to plan a family reunion or a holiday abroad in 2023. Unfortunately, due to the increase in demand to…

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for May’s update are: The deal on the debt ceiling will allow the treasury to borrow additional funds. The debt ceiling will be suspended until January 2025. We continue to see…

As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen at more than twice the rate of inflation for more than 3 decades! For many families, paying for a college education is the single largest expense they’ll incur on their…

Andrea Zoeller CFP®, Wealth Manager, covers five frequently asked questions concerning your social security benefits and changes. Check out the video below to learn more! We hope you find this video educational and informative. If you have any questions, please don’t hesitate to reach out to your advisor. Thank you for being a valued client…

Written by Tom Bakamus, CFP, Wealth Manager According to research by Best Colleges, the average total cost for a year of college at a four-year school is $35,551 (including tuition and related fees, room and board, books, and supplies). That means four years of college education costs at least $142,000. The rising costs of college…

Written by Brad Cast, RFC®, Wealth Manager & Partner In the world of personal finance, many people turn to financial advisors to help them make informed decisions and reach their financial goals. While there are pros and cons to working with a financial advisor, the benefits often outweigh the costs. Pros of hiring a financial…

In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April’s update are: Bond yields have come down, which has led to multiple expansion for stocks. We think the market expectation for rate cuts is wrong. We don’t believe you should be…

Wealth Manager Scott Meyer goes over the basics of Roth 401(k) and Roth IRA options, as well as contribution and distribution rules that might benefit you in tax savings! Interested in learning more? Contact Merit Financial Advisors today for your complimentary consultation.  

Written by Baylee Bryant, CFP, Wealth Manager It’s that time of year again. Snow is melting, birds are singing, and we’re antsy to get moving and enjoy the sunshine that comes with longer, warmer days. But before we do, many of us are in a flurry to wash our windows and clean out our cupboards…

In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update are: Even though the market activity to start the year showed an assumption that the inflation battle was won, we remain skeptical and will continue to do so. As long…