In his recent appearance on Bloomberg TV, Mercer Advisors CIO Don Calcagni provided a calming and thoughtful voice about managing portfolios through uncertain markets.
In his interview on Bloomberg Businessweek Daily, Don discussed the importance of building a Fortress Balance Sheet and maintaining a globally diversified portfolio. The key for investors is staying diversified and not making reactive decisions based on short-term fear.
- For more on Don’s insights about Fortress Balance Sheets, see: Building a Fortress Balance Sheet | Mercer Advisors
- For Don’s recent op-ed in the Daily Upside about managing entire balance sheets, see: Why Advisors Can’t Ignore the Balance Sheet – The Daily Upside
- For the Mercer Advisors assessment of the rapidly evolving situation in Iran, see: A Return of Geopolitical Uncertainty | Mercer Advisors
Click here for more of Don Calcagni’s past insights about wealth management and other interesting topics. Not a Mercer Advisors client but interested in more information? Let’s talk.
All expressions of opinion reflect the judgment of the speaker as of the date of publication and are subject to change. The information is believed to be accurate, but is not guaranteed or warranted by Mercer Advisors. This information is not intended as a recommendation or solicitation to buy, sell, or hold, any particular security or to engage in any particular investment strategy. Investments are subject to market risk, including the possible loss of principal. Past performance may not be indicative of future results.
This content may contain forward looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Viewers are cautioned not to place undue reliance on these forward-looking statements.
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