Archive

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy With the failures of Silicon Valley Bank (SVB) and Signature Bank (SBNY) we’ve seen the second and third largest bank failures…

Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager at Merit Financial Advisors, shares what you need to know about SECURE Act 2.0 in this educational video.

Congress recently enacted landmark retirement legislation known as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The new law includes a number…

Written by Kirk Wilkerson, CIMA®, CFF, Regional Director & Partner Many of us have a specific time by which we’d like to retire, such as a certain age or reaching…

With recent memories of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next year as painless as possible…

In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February’s update are: There was progress slowing…

In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal Reserve policy will remain a…

In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December’s update are: The November inflation report…

Decisions are best made with a little time for reflection, good information, and advice from experienced professionals. These final weeks of the year are a perfect time to take stock…

The giving season is here, which makes it a good time to examine whether you should be giving financial gifts to family members now rather than later. If the answer is “yes,” then it is essential you examine the “how” and “why.”