Market Updates

In this June market update, Chief Investment Officer Brian Andrew, CFA®, reflects on a strong market rally fueled by individual investor optimism, solid corporate earnings, and continued enthusiasm around AI. Despite rising tariff rates and geopolitical tensions, the Fed’s steady policy stance has supported sentiment. Merit remains cautiously positioned, favoring high-quality equities, watching valuation levels…

In this May market update, Chief Investment Officer Brian Andrew, CFA®, discusses how ongoing tariff tensions and a growing federal deficit are weighing on markets and shaping fiscal conversations. With the Fed holding rates steady amid uncertainty, Merit is adjusting its strategy, favoring large-cap stocks, keeping bond maturities short, and incorporating alternatives to stay flexible…

In this April market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market volatility stemming from evolving U.S. tariff policies. He discusses the potential implications for inflation, interest rates, and broader market dynamics, while highlighting key considerations for navigating an uncertain economic environment. Key Takeaways: We hope you find this video both informative and…

In our recent webinar, Merit Financial Advisors’ Chief Investment Officer, Brian Andrew, CFA®, explored the evolving landscape of tariffs, trade dynamics, and inflation—and how these forces are shaping the broader economic outlook. With market uncertainty on the rise, it’s more important than ever to understand the ripple effects of global policy decisions and how they…

In this March market update, Chief Investment Officer Brian Andrew, CFA®, analyzes the recent market volatility driven by the U.S. Administration’s tough tariff policies and explores their potential impact on inflation, interest rates, and your investment strategy as we navigate the months ahead. Key Takeaways: We hope you find this video both informative and insightful.…