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Did you know there are changes to your 2022 taxes? Craig Anderson, Wealth Manager, reviews changes to your 2022 taxes and shares tips on how you can utilize advantages to maximize your returns. Stay Connected with Merit: Subscribe to our YouTube channel.

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 of all time happen within a week. There seem to be two logical questions to be asked. How did this happen? Should we be concerned?…

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 of provisions intended to benefit individuals as well as small business owners. Below is a summary of the top 10 provisions. You can also download…

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 a specific financial goal. But life events — whether personal or global — can also shape your retirement timeline. According to research from the Federal…

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 for you, your tax preparer, and your bank account. Merit has prepared five simple steps to prepare for next year’s taxes. #1 Assess Your Latest…

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 the rate of inflation at the end of last year, but there’s still a long path ahead. Markets are in a more upbeat mood year-to-date,…

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 focal point this year, but the bigger story will be how the policy changes made last year impact the economy. Inflation should continue to moderate…

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 was an encouraging signal that inflation is finally headed in the right direction, but we are still well above the Federal Reserve’s 2% target. The…

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.”