Educational Videos

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May 2026 Market Update

In our May 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, discusses the key forces shaping today’s market environment, including persistent...
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Q1 2026 Economic and Market Overview

By Brian Andrew, CFA®, Chief Investment Officer The first quarter of 2026 was defined by a sharp transition in market leadership and a meaningful increase...
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March 2026 Market Update

In our March 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, examines a month shaped by rising geopolitical tensions, increased energy...
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February 2026 Market Update

In our February 2026 market update, Merit Financial Advisors’ Chief Investment Officer Brian Andrew, CFA®, breaks down the latest shifts in the stock market outlook...
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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...
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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...
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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...
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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...
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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....

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