Market Updates

Timely investment and market updates straight from our Investment Team.

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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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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...
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September 2025 Market Update

In this September market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets extended their strength last month, with the S&P 500 and...
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August 2025 Market Update

In this August market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets continue to present opportunities and challenges for investors. The S&P...
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Webinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways

In our recent webinar, Merit Financial Advisors’ Brian Andrew, CFA®, Chief Investment Officer, and Joe Cilley, CFP®, VP of Financial Planning, shared critical insights into...
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June 2025 Market Update

In this June market update, Chief Investment Officer Brian Andrew, CFA®, reflects on a strong market rally fueled by individual investor optimism, solid corporate earnings,...

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