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Mon, 08/31/2026 – 10:50
Merit Financial Advisors Acquires $900M Firm Merit Financial Group LLC, an Atlanta-based financial advisory firm, acquired the Bridgeway Group LLC, a Southern California-based wealth management firm with offices in Pasadena, California, and Covina, California. Bridgeway oversees $900 million in total assets and is led by Partners Matt Dupon, Sean Montgomery and Scott Miller. The nine-person team provides financial planning and investment management services, with a particular focus on retirement planning. All…
Gemini / Google Gold and Bitcoin are two of the most popular alternative investments, but they appeal to investors for very different reasons. Gold has a centuries-long history as a store of value, while Bitcoin offers a newer, technology-driven approach to preserving and growing wealth. If you’re deciding between the two, it’s important to understand…
If you were disappointed by Social Security’s 2.8% cost-of-living adjustment, or COLA, that arrived earlier this year, you may be hoping for a more generous boost to your monthly benefits in 2027. And the good news is that initial estimates are, in fact, calling for a larger raise in the new year. How much bigger…
From Lake Tahoe on the Adjusted for Risk podcast, the host welcomes back Adam Patti, CEO of VistaShares, to discuss how innovation in ETFs is bringing sophisticated strategies to retail investors and reshaping portfolio construction. Patti shares VistaShares’ focus on building a small set of differentiated products, noting the firm launched its first ETF in…
There’s a reason people are often advised to save for retirement in a Roth retirement account. Roth IRAs and 401(k)s do not come with required minimum distributions, or RMDs. Rather, your money is yours to withdraw as you please. But if you have your retirement savings in a traditional IRA or 401(k), RMDs will begin…
While a prenuptial agreement is often misunderstood as a document that anticipates divorce, it should be viewed as a thoughtful plan created when two people who love and trust each other are openly communicating and making collective decisions about their future. A carefully drafted prenup protects more than financial assets—it protects expectations and minimizes uncertainty….
