8 Helpful Financial Planning Tips for a Great End of Year Review
Decisions are best made with a little time for reflection, good information, and advice from experienced professionals. These final weeks of the year are a...
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...
Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future
Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has...
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...
Why 2025 Is the Year to Review Your Estate Plan: Key Tax Law Changes You Need to Know
By Emily Boothroyd, JD, CFP, CPWA, Wealth Manager and Partner October is National Estate Planning Awareness Month, making it a great time to learn about...
Why Valuation Matters: Understanding the True Value of Your Advisory Firm
As a financial advisor, you spend your career helping clients prepare for the future. Yet too often, advisors put their own future on hold, overlooking...
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...
The Succession Wake-Up Call: Protect Your Firm Before It’s Too Late
At Future Proof, industry leaders came together to address one of the most urgent issues in wealth management: succession planning. Or as Brad Bueermann from...
Strong Cybersecurity Starts with Solid Cyber Hygiene
A Q&A with Chrissy Lee, Chief Operating Officer, Merit Financial Advisors, and Mark Hurley, CEO, Digital Privacy & Protection While families across the country are...
401(k) Day Spotlight: Are Alternatives Like Crypto and Private Equity Right for You?
David Elder, CFP®, CEPA, Wealth Manager, Merit Financial Advisors In case you haven’t heard, 401(k) plans recently got a facelift. President Trump’s executive order last...
