Merit Wealth Management

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Congratulations to Sofia, our Operations Coordinator, on her graduation! Enjoy celebrating such a well‑deserved accomplishment!

05/19/2026

Wishing you the best birthday, Samantha! Have fun celebrating!

05/18/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

For questions, reach out to us at [email protected].

Why your natural instincts could impact your investment returns.

05/14/2026

Happy Birthday, Christine! Wishing you a day full of all your favorite things!

05/11/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

For a personalized discussion, contact us at [email protected].

5 midterm market trends to watch — and what it means for your portfolio.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

05/08/2026

Congratulations to Rowan, our Financial Planning Assistant, on his graduation!
He earned his BA in Business Administration with a concentration in Accounting. Wishing you a wonderful day celebrating with family, well deserved!

05/04/2026

Don’t wait until your child is in high school to start thinking about college costs. The earlier you begin planning the more financing options you’ll have.

Contact us at [email protected] to start the conversation.

5 considerations as you set your child’s education goal

04/27/2026

If you’d like to better understand how the strength of the U.S. dollar affects your personal portfolio, let’s connect. Reach out to us at [email protected] for a personalized discussion.

The U.S. dollar plays a key role in shaping investment outcomes.

04/20/2026

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the signals that matter most right now. Have questions about what the housing market means for you? Email us at [email protected].

Read our 2026 housing outlook.