Merit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network
Financial wellness-based resources, tools, videos, and events will be offered free of charge to 465,000 telecom volunteers. ATLANTA – [March 6, 2024] - Merit Financial...
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 52% of the 200...
Elevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024
Check out the video below for an exciting glimpse into Merit Financial Advisors' mission for 2024, where Kay Lynn Mayhue, President, and Rick Kent, CEO...
February 2024 Market Update
In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways:...
Episode 4: Estate Planning 101 – Types of Assets and How They Transfer.
In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the...
Wealth Management Tips for Seniors
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of...
Managing Money as a Couple: A Male & Female Perspective
Money can be a divisive topic in relationships, but it doesn't have to be. A recent survey from SunTrust Bank revealed that 35% of people...
Supercharge Your Retirement
Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg....
Merit Financial Advisors 2024 Market Outlook
In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the past 12 months and their implications on the...
Maximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions
By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the...