RESOURCES

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Articles, Research, & News

MERITAS
UPDATES

New Tax Bill Summary
Keeping Tariffs in Perspective
More on Tariffs
Silicon Valley Bank and FDIC Limits
How Investors can Position for Bear Markets

~ Updates Archive

MERITAS
DOCUMENTS

Meritas New Client Questionnaire
Additional Insight Questionnaire
Getting to Know You Questionnaire
Sample Investment Policy Statement (IPS)
ADV ( SEC Disclosure Statement)

WEB
RESOURCES

Dimensional Fund Advisors
Internal Revenue Service
Morningstar
Saving For College
Social Security Administration
The Wall Street Journal
Yahoo Finance

MERITAS
NEWSLETTERS

Summer 2025 Newsletter
Spring 2025 Newsletter
Winter 2025 Newsletter
Fall 2024 Newsletter
Summer 2024 Newsletter
Spring 2024 Newsletter
Winter 2024 Newsletter
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Spring 2023 Newsletter
Winter 2023 Newsletter

~ Newsletter Archive