Estate Planning Conversations High-Net-Worth Families Need to Be Having
By Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager and Partner 77% of individuals with more than $1 million in household net worth have an estate...
Spring Cleaning Your Portfolio: Resetting Risk for the Year Ahead
By Matthew Morzy, MBA, CFP®, Portfolio Strategist, Merit Financial Advisors Spring tends to be when people finally slow down long enough to take stock. Closets...
Celebrating 5 Females at Merit During Women’s History Month, and Every Month
March is Women's History Month and is a time to honor women's contributions throughout history. At Merit, women represent more than 50% of the 400...
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...
Her Wealth, Her Way: Empowering Women to Take Control of Their Financial Futures
By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner Nearly four in five women (79%) made at least one financial change in the past year cutting...
What Now? Tariffs, Markets, and Volatility: What Investors Should Know
By Brian Andrew, CFA®, Chief Investment Officer Friday, the 20th of February, the Supreme Court ruled that the tariff infrastructure put in place in 2025...
Tax Preparation Checklist: Five Questions to Ask Before You File
By Joe Cilley, CFP® | Vice President of Financial Planning, Partner, Merit Financial Advisors Tax season naturally pulls us into the past. We look at...
Planning Beyond Tax Season: Key Considerations for 2026 and Your Long-Term Financial Strategy
By Steve Henderson, CPA, PFS, CFP®, CKA®, Regional Director, Partner, Merit Financial Advisors, and Director, SSC CPAS and Doug Morris, CFP®, Regional Director, Partner, Merit...
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...
7 Financial Resolutions for High-Net-Worth Individuals in 2026
By Robyn Jameson, CFP®, CLTC, Managing Director, Partner, Wealth Manager Every January, I hear some version of the same question from clients: “What should we...
