2026 Market Outlook
By Brian Andrew, CFA®, Chief Investment Officer After two strong years in financial markets, 2026 begins at a moment of meaningful transition. The economic environment...
January 2026 Market Update
By Brian Andrew, CFA®, Chief Investment Officer The beginning of 2026 has already been interesting from a market perspective, resulting from the transformation happening in...
December 2025 Market Update
In our December market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, reviews a choppier but resilient period for U.S. markets as 2025...
Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap
A Care Coordination Solution for Merit Clients In our recent webinar, Kate Redden, CFP®, ChFC®, CKA®, Vice President of Client Experience and Wealth Manager at...
November 2025 Market Update
In this November market update, Chief Investment Officer Brian Andrew, CFA®, explains how markets managed modest gains over the past month despite mixed economic signals....
October 2025 Market Update
In this October market update, Chief Investment Officer Brian Andrew, CFA®, discusses how U.S. equities extended their advance last month, with the S&P 500 up...
Webinar Recap – Navigating the Digital Landscape: Awareness Essentials for Wealth Protection Webinar
In our recent webinar, Merit Financial Advisors’ Chrissy Lee, Chief Operating Officer, hosted Mark Hurley, CEO of Digital Privacy & Protection, for a timely conversation...
