Financial Planning
SECURE 2.0 Will Bring New Changes in 2025: Here’s What Business Owners Need to Know
By Don Hammond, CFP®, AIF®, MBA, Senior Vice President and Managing Partner, Merit Financial Advisors Are you or your employees in danger of outliving your retirement? It’s a troubling prospect…
Read MoreA Five-Part Framework for Amplifying Your Charitable Giving
By Mike Smalley, CFP®, Wealth Manager, Merit Financial Advisors Americans continue to be generous with their money, but could they be more strategic? According to the Giving USA 2024: The…
Read MoreWebinar Replay – 2024 Elections: Navigating Market Shifts and Economic Trends for Investors
As the 2024 U.S. elections draw near, their outcomes could significantly impact the markets, economy, and your investment strategies. In our recent live webinar, we explored how these elections could…
Read MoreWhy Is It So Hard For the Non-Breadwinner to Get Divorced? The System Is Broken
Written by: Hollis Hardiman, CDFA™ Wealth Manager | Partner Let’s talk about something that doesn’t get enough attention: the financial hurdles many non-breadwinners face when trying to get divorced. It’s…
Read MoreSeptember 2024 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, explores recent market trends and their potential influence on your investment strategy in the months ahead. Key Takeaways: We…
Read MoreFederal Reserve’s Latest Rate Decision – Key Implications and Opportunities
Written by: Nate Burstin, Portfolio Manager Following a very recent Federal Open Market Committee (FOMC) decision, Merit’s investment team discusses key implications and opportunities this presents. As expected, the Federal…
Read MoreTrump, Harris, and the Market Rollercoaster: What Investors Can Expect
By Brian Andrew, CFA®, Chief Investment Officer | Executive Vice President, Merit Financial Advisors When election rhetoric runs high, investors often feel they should be rushing to make adjustments to…
Read MoreAugust 2024 Market Update
In this August market update, our Chief Investment Officer, Brian Andrew, CFA®, delves into the latest market trends and their potential impact on your investments in the coming months. Key…
Read MoreJuly 2024 Market Update
In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
Read MoreJune 2024 Market Update
In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…
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