Educational Videos

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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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July 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Some of the key points for July's update are:...
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2023 Mid-Year Market Review Replay

In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points...
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Unlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures

It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager...
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May 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for...

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