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Archive

Estate Planning Conversations High-Net-Worth Families Need to Be Having

Spring Cleaning Your Portfolio: Resetting Risk for the Year Ahead

Celebrating 5 Females at Merit During Women’s History Month, and Every Month

February 2026 Market Update

Her Wealth, Her Way: Empowering Women to Take Control of Their Financial Futures

What Now? Tariffs, Markets, and Volatility: What Investors Should Know

Tax Preparation Checklist: Five Questions to Ask Before You File

Planning Beyond Tax Season: Key Considerations for 2026 and Your Long-Term Financial Strategy

2026 Market Outlook

Questionnaires

Financial DNA

Merit has partnered with Financial DNA^® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future