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Archive

March 2025 Market Update

Special Market Commentary: Tough Talk On Tariffs

Merit’s Female Executives Reflect on Mentorship vs. Sponsorship, Blending Work and Home Lives, and Building Wealth for Women’s History Month

february 2025 market update blog thumbnail

February 2025 Market Outlook

Tax Filing Season Has Arrived. Here’s What Individuals and Small Business Owners Need to Know

4 Easy Steps to Get Started with Your Taxes in 2025

Merit Financial Advisors Partners with Pillar Wealth Management Co., Adding Two New Offices in Wisconsin

2025 Investment Outlook: Navigating Inflation, AI, and Policy Shifts for Sustainable Growth

2025 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