Archive

Written by: Emily Boothroyd , JD, CFP®, CPWA®, Wealth Manager What is estate planning? Estate planning is the act of organizing your financial and personal affairs to allow for a…

Written by: Blaine Malcolm, CFP®, Wealth Manager, Partner What word best describes the current state of inflation in America, as well as elsewhere around the world? From an investor’s perspective,…

Written By: Steve Henderson, CPA, PFS, CFP®, CKA®, Regional Director, Partner Your gas station visit drains your wallet while filling your tank. Your groceries seem to cost more every week.…

Written by: Zac Beckerley, CFP®, Wealth Manager According to the U.S. Bureau of Labor Statistics, there were more than 263,000 personal financial advisors in America as of May, 2021. Their…

Written By: Blaine Malcolm, Wealth Manager | Partner Many people hear the term Fed Funds Rate on the news or financial programs but may not know what it is or…

Written By: Zac Beckerley, Wealth Manager | Partner You are probably thinking, how is Merit Financial Advisors, a firm with wealth advisors going to tell me what to look for…

Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you go through your life’s journey.…

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted down a bit since then,…

Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news, you probably get the feeling…

Merit President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, sits down with FULL LIFE LLC founder and CEO Maureen Whatley to discuss mental health and the critical role it plays in…