Insurance
Managing Market Volatility: Diversification, Discipline, and Long-Term Investing
By Joseph Guidish, MSF, CAIA, Director of Alternatives and Portfolio Manager at Merit Financial Advisors A 2026 PwC Market Volatility study found that 49% of baby boomers are delaying major financial decisions because of economic uncertainty. Delaying important financial decisions can cause investors to miss valuable opportunities, making it important to put periods of uncertainty…
Read MoreMedicare Open Enrollment Is Coming, Are You Ready?
By Kurt Wiegert, CFP®, Wealth Manager and Partner, Merit Financial Advisors Medicare, the federal health insurance program for Americans ages 65 and older, covers more than 70 million people, and fall is a busy time for the program. Like retirement planning, understanding Medicare takes time and success depends heavily on your personal choices. There are…
Read MoreEvaluating Your Insurance Coverage on National Insurance Awareness Day
Insurance is the safety net that every individual and family needs, mitigating bigger problems when the worst-case scenario occurs and minimizing unnecessary financial risks. Yet an alarming number of households do not have adequate coverage for their needs, nor are they aware of the specialized plans that will serve them best. Indeed, insurance policies are…
Read MoreThree Reasons Life Insurance Should be Part of Your Wealth Plan
As an investor with significant assets, it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One of the most versatile and often-used tools in wealth planning efforts is life insurance. Here’s why—and how you can start thinking about life insurance and whether it should be part…
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