Videos
Webinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways
In our recent webinar, Merit Financial Advisors’ Brian Andrew, CFA®, Chief Investment Officer, and Joe Cilley, CFP®, VP of Financial Planning, shared critical insights into the evolving economic landscape shaped by new tariff policies and geopolitical uncertainties. Together, they explored how recent global policy changes and the introduction of the ‘Big Beautiful Bill’ may affect…
Read MoreWebinar Recap: FA Magazine – Smart Growth: Proven Strategies for RIAs in a Margin Squeezed World
In today’s margin-conscious environment, financial advisors are under pressure to grow smarter, not just bigger. This webinar, featuring leaders from Merit Financial Advisors and FMG, explored actionable strategies to scale marketing efforts efficiently without expanding budgets. From deepening client engagement through localized content to leveraging AI and automation tools, the discussion centered around creating meaningful,…
Read MoreJune 2025 Market Update
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…
Read MoreMay 2025 Market Update
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…
Read MoreWebinar Recap: A Journey Through Change – Financial Considerations for Federal Employees
In our recent webinar, Merit Financial Advisors’ Kat Grier, CFP®, CPA, and David Elder, CFP®, CEPA, guided federal employees through the financial transitions that can follow a Reduction in Force (RIF). With a focus on the Federal Employees Retirement System (FERS) and the Thrift Savings Plan (TSP), the session outlined critical decisions to consider when…
Read MoreENRICH 2025 Recap
A Celebration of Connection, Culture, and Continued Growth From April 15–17, the Merit Financial Advisors team came together with valued partners, advisors, and industry leaders at the Omni Hotel at The Battery for our annual ENRICH Conference—three powerful days filled with inspiration, alignment, and shared vision. More than just an event, ENRICH 2025 was a…
Read MoreApril 2025 Market Update
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…
Read MoreWebinar Recap – Bracket Busters: How Tariffs are Shaking Up The Market
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…
Read MoreWebinar: How to Build a Sustainable, High-Growth Advisory Firm
Success Doesn’t Happen by Chance—It’s Planned. In this powerful webinar, top industry voices—Rick Kent, Kay Lynn Mayhue, and Eric Leeper—reveal the blueprint behind Merit Financial Advisors’ strategic growth and leadership continuity. Moderated by Suzanne Siracuse, this candid conversation dives deep into succession planning, scaling smart, and building a firm that lasts for generations. Whether you’re…
Read MoreMarch 2025 Market Update
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.…
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