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MERITAS
UPDATES

Silicon Valley Bank and FDIC Limits
How Investors can Position for Bear Markets
Meritas Market Update May 3, 2022
Property & Casualty (Home) Insurance Tips 2021
Meritas Covid Scam Alert April 24, 2020
Meritas CARES Act Summary April 21, 2020
Small Business Payroll Protection Program April 1, 2020
Why Rebalance April 3, 2020
Thoughts on Yesterday’s Headlines March 10, 2020
Tax Loss Harvesting March 27, 2020
Resilience March 25, 2020
The Wild Week That Was March 16, 2020
Pandemics and Portfolios February 25, 2020
Kacy Gott Financial Planning Magazine Article Sept 2016
Why Bonds? June 2013

MERITAS
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Meritas New Client Questionnaire
Additional Insight Questionnaire
Getting to Know You Questionnaire
Our Process: The Meritas Way
Sample Investment Policy Statement (IPS)
ADV ( SEC Disclosure Statement)

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