Wealth Management
2025 Market Outlook
In this 2025 Market Outlook, we explore how the U.S. economy achieved a soft landing in 2024 and discuss the key themes shaping the year ahead. From Federal Reserve policy…
Read MoreSanta Claus Is Coming
By Brian Andrew, CFA® – Chief Investment Officer While the stock market has been rallying since October of 2023, the complexion of the rally continues to change. In particular, what…
Read MoreNovember 2024 Market Update
In this November market update, Chief Investment Officer Brian Andrew, CFA®, examines recent market trends and discusses their potential impact on your investment strategy as we move toward year-end and…
Read MoreMarket Commentary: 50x All Time High!
By Brian Andrew, CFA® – Chief Investment Officer Please join me in remembering our Veterans on this Veterans Day. At Merit we celebrate their contributions and especially appreciate their sacrifices.…
Read MoreA Five-Part Framework for Amplifying Your Charitable Giving
By Mike Smalley, CFP®, Wealth Manager, Merit Financial Advisors Americans continue to be generous with their money, but could they be more strategic? According to the Giving USA 2024: The…
Read MoreSpecial Market Commentary – Now What?
By Brian Andrew, CFA® – Chief Investment Officer While we are still waiting for the election outcome for the House of Representatives, we have a clear picture of who will…
Read MoreWebinar Replay – 2024 Elections: Navigating Market Shifts and Economic Trends for Investors
As the 2024 U.S. elections draw near, their outcomes could significantly impact the markets, economy, and your investment strategies. In our recent live webinar, we explored how these elections could…
Read MoreWhy Is It So Hard For the Non-Breadwinner to Get Divorced? The System Is Broken
Written by: Hollis Hardiman, CDFA™ Wealth Manager | Partner Let’s talk about something that doesn’t get enough attention: the financial hurdles many non-breadwinners face when trying to get divorced. It’s…
Read MoreStrong Cybersecurity Starts with Solid Cyber Hygiene
A Q&A with Chrissy Lee, Chief Operating Officer, Merit Financial Advisors, and Mark Hurley, CEO, Digital Privacy & Protection While families across the country are settling into fall with shorter…
Read MoreSeptember 2024 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, explores recent market trends and their potential influence on your investment strategy in the months ahead. Key Takeaways: We…
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