Merit Advisors LLC

08/28/2026

If you haven’t checked out our YouTube channel lately, be sure to stop by! We have lots of new videos to help you navigate your finances and retirement. Have a topic you’d like us to cover? Comment below or reach out, we’d love to hear from you! Watch here: https://www.youtube.com/

08/26/2026

Happy National Dog Day from Finley our Director of Pawsitive Client Experience!

08/14/2026

Video Drop!!
Watch Here: https://youtu.be/sDvYjDrC5jw
Many investors own a mix of mutual funds, ETFs, annuities, and other investments, but if they all react the same way during a market downturn, your portfolio may be more vulnerable than you realize.

In this episode, Brett Stahl explains the difference between horizontal diversification and vertical diversification and why building a resilient retirement plan requires more than simply owning a variety of investments.

08/10/2026

JB has taken on 29029 before, and this year he's heading back to the mountain at Steamboat with a purpose that goes far beyond reaching 29,029 feet. He's climbing for The Jones Project.

"Last year, myself and Merit Advisors were peak sponsors of The Jones Project's 'brick-by-brick' campaign, which lead to the organization's first international news coverage (Washington Post article). This year’s fundraising will support that work while also helping launch The Jones Project Leadership Academy, an eight-week program designed to develop student leaders who intentionally create stronger connections within their schools.

I know there will be plenty of moments on this mountain when stopping sounds better than climbing. When those moments come, I’ll remember why we’re doing this."

Support the amazing work of the Jones project here: https://jonesprojectinc.betterworld.org/campaigns/AdvisorsExcelTJP/p/jb-howard

08/06/2026

Video Drop!! 🎬👀😁
Watch Here: https://youtu.be/e9Ow95kU0g0

For years, the traditional retirement model has suggested you'll spend about 80% of your pre-retirement income, adjusting for inflation every year. But new research from JPMorgan tells a very different story.

Watch as JB explores the surprising ways retirement spending actually changes over time using real-world data from millions of households.

07/31/2026

VIDEO DROP!! 🎥🎬☀
Watch Here: https://youtu.be/SPXxAHM3c8U

Diversification is a powerful way to strengthen your investment portfolio and build greater confidence in your financial future. In this video, Brett breaks down the differences between vertical and horizontal diversification using simple visuals and easy-to-understand examples, helping you see how each approach could support a wiser, more balanced portfolio.

Whether you're just getting started or looking to refine your strategy, this video offers clear, practical insight that could help you work towards investing with greater confidence and clarity.

07/29/2026

A DATE TO REMEMBER! 😄
*Note: There is no specific date where you must act, but this could help you with efficient planning.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 4270272 - 7/26

07/23/2026

Whether your summer has been nonstop or wonderfully relaxing, the end of the season is a great time to check in on your financial plan. A quick review can help ensure you're still on track to reach your retirement goals.

Take a look at this helpful resource for a reminder of what your advisor should be reviewing with you:

Take a look at this helpful resource to get some ideas for your conversation:

To help you maintain your financial health as a retiree, here are some money moves you could make once you enter retirement.

07/21/2026

This content is provided for informational purposes only. Merit Advisors, LLC does not provide tax or legal advice; all individuals are encouraged to seek the guidance of qualified tax or legal professionals. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 3560731 - 12/25

07/13/2026

Now that it's July and summer is full swing, we wanted to check in with all of you and let you know where Merit Advisors is right now and where we're headed! We are excited to have added some folks to our team to help us stay committed to caring for your needs well.

Anthony and Brett have continued teaching educational workshops for the community and JB has hosted a couple of film events as well! Don't forget to watch out for our educational summer events coming up, they're going to be a great time. Our interns are back and they brought all their energy back with them! 😂

If you want to meet the office pup Finley, you may just get a chance this summer too! Our goal is to continue teaching free workshops for our community and work in the office to make sure that your retirement is as stress free as possible. And we'll probably golf a bit, 😁 but that's to be expected if the sun keeps shining like this.

That's where we are, how are you doing? We're so excited about summer and look forward to hearing how we can make your summer just as amazing as ours is going to be!