Financial Planning
Episode 4: Estate Planning 101 – Types of Assets and How They Transfer.
In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the estate planning process. She explores the details of each asset and explains how they move from one person to another, taking a close look at the complex processes involved. Watch…
Read MoreMerit Financial Advisors 2024 Market Outlook
In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the past 12 months and their implications on the economy and markets heading into 2024. Some of the key points for 2024 are: Read the entire 2024 Market Outlook HERE. If you have any questions, please reach out to…
Read MoreMaximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions
By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the stock has seen substantial growth. However, with great potential gains come heightened risks and volatility. In this article, we will explore the world of concentrated stock and unveil strategies that…
Read MoreMerit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has hired Brian Andrew as…
Read MoreEpisode 3: Estate Planning 101 – What to Consider When Building a Plan.
In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers questions like whether it’s okay to make your own legal documents and what key points to consider when creating a will, power of attorney and advanced health care directive. Watch…
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