Financial Planning
Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap
A Care Coordination Solution for Merit Clients In our recent webinar, Kate Redden, CFP®, ChFC®, CKA®, Vice President of Client Experience and Wealth Manager at Merit, and Lauren Clough, CEO…
Read MoreNovember 2025 Market Update
In this November market update, Chief Investment Officer Brian Andrew, CFA®, explains how markets managed modest gains over the past month despite mixed economic signals. Resilient consumer spending and a…
Read MoreBreaking Down the One Big Beautiful Bill: Key Tax Changes Every Investor Should Know
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner, and Jana Ramsey-Weaver, CPA, Wealth Manager at Merit Financial Advisors When Congress passed the One Big Beautiful Bill…
Read More8 Helpful Financial Planning Tips for a Great End of Year Review
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…
Read MoreOctober 2025 Market Update
In this October market update, Chief Investment Officer Brian Andrew, CFA®, discusses how U.S. equities extended their advance last month, with the S&P 500 up roughly 3% amid renewed investor…
Read MoreProtecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future
Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has introduced new challenges that can…
Read MoreWhy 2025 Is the Year to Review Your Estate Plan: Key Tax Law Changes You Need to Know
By Emily Boothroyd, JD, CFP, CPWA, Wealth Manager and Partner October is National Estate Planning Awareness Month, making it a great time to learn about how to set yourself and…
Read MoreWhy Valuation Matters: Understanding the True Value of Your Advisory Firm
As a financial advisor, you spend your career helping clients prepare for the future. Yet too often, advisors put their own future on hold, overlooking one of the most critical…
Read MoreSeptember 2025 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets extended their strength last month, with the S&P 500 and Dow reaching new highs as…
Read MoreThe Succession Wake-Up Call: Protect Your Firm Before It’s Too Late
At Future Proof, industry leaders came together to address one of the most urgent issues in wealth management: succession planning. Or as Brad Bueermann from FP Transitions reframed it, “It’s…
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