Educational Videos

April 2024 Market Update with Brian Andrew

April 2024 Market Update

In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead.Key Takeaways:...
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Spring Cleaning Your Finances with Steve Denton

For many, spring means opening windows, sweeping the dust out and rotating our wardrobes. While you’re freshening up your home, consider ways to also tidy...
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Financial Literacy with Max Baer

One of our core objectives here at Merit is to educate our clients so they are armed with knowledge to make life’s big decisions. Whether...
March 2024 Market Update with Brian Andrew

March 2024 Market Update

In this March Market Update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead....
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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 with Brian Andrew

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:...
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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....
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Warm Holiday Wishes – Merit Financial Advisors

As the holiday season approaches, we want to reflect on our shared journey this year. We express our deepest gratitude for your unwavering trust in...
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Episode 1: Estate Planning 101 – What is Estate Planning?

Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate...

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