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Article

The SECURE Act May Bring Big Changes to Retirement

The House SECURE Act brings large, meaningful changes to retirement plan accounts, from age limits for contributions to more annuity options for retirement.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Jun 6, 2019

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Article

Putting the US-China Trade War in Context: Questions & Answers

Trade negotiations between the United States and China broke down last month – here are some answers so some of the more pressing questions frequently asked.

Donald Calcagni

Donald Calcagni,

Jun 12, 2019

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Article

The Benefits of Charitable Giving

Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.

Melanie Guhit

Melanie Guhit,

May 21, 2019

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Article

Stocks, Bonds, Mutual Funds: What’s the Best Way to Invest?

Factor investing is a great alternative to indexing and active management.

Donald Calcagni

Donald Calcagni,

May 21, 2019

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Article

Using Donor-Advised Funds to Give with Intention

Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Article

529 vs Coverdell: Saving for College

It's no secret the costs of attending college are rising. Here are some ways you can start planning for college.

Dane Sauer, CFP®

Dane Sauer, CFP®,

May 21, 2019

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Podcast

Episode 45: The Dumb Things Smart People Do With their Money

Recognizing the emotional triggers about money can give us the capacity to change our money management behavior.

Doug Fabian

Doug Fabian,

Jun 3, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Podcast

Episode 44: A User’s Guide to Financial Advice

Use this podcast guide to help you find an advisor who’s bound by the fiduciary standard, putting your interests first.

Doug FabianMatt Cook

Doug Fabian, Matt Cook,

May 31, 2019

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Video

Learn From Women Who Get It

Empowering women and their financial journey.

Mercer Advisors

Mercer Advisors,

Mar 1, 2019

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Article

How New Medicare Options Fit Into Your Retirement Planning

Understand new Medicare options and the impact they may have on your retirement and financial plans.

Josh DeForest

Josh DeForest,

May 9, 2019

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Webinar

Mercer Advisors Capital Markets Update and Outlook: April 2019

Watch the webinar to gain insights on the state of the US economy and global financial markets.

Donald CalcagniDoug FabianLaura Combs

Donald Calcagni, Doug Fabian, Laura Combs,

Apr 24, 2019

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Article

The Power of Your Financial Plan

A written financial plan can improve your chances of achieving your goals.

Laura Combs

Laura Combs,

Mar 1, 2019

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Article

Six Ways to Teach Your Daughter About Money

Tips to help your daughter learn good money habits.

Jessica Caruso, CFP®

Jessica Caruso, CFP®,

Mar 1, 2019

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Article

New Tax Laws and Credits That May Impact Your Family

Tax changes that can help your family maximize your tax savings.

Irina Polyakova, CPA

Irina Polyakova, CPA,

Mar 1, 2019

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Podcast

Episode 43: Do Women Make Better Investors?

Are women better investors than men? Find out how gender-based investing may impact you.

Doug FabianLaura Cuber, CFP®

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 2019

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Article

Asset Manager or Wealth Manager: Is There a Difference?

The answer is yes. Find out which one can help you with your comprehensive wealth management needs.

Dane Sauer, CFP®

Dane Sauer, CFP®,

Feb 19, 2019

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Webinar

January 2019 Capital Markets Outlook

Watch the webinar to gain insights on the state of the US economy and global financial markets.

Donald CalcagniDoug FabianDrew Kanaly

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 30, 2019

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Podcast

Episode 42: Time to Reset Your Financial Goals for 2019

The start of a new year is a great time to define a vision and set concrete goals for your financial future.

Doug Fabian

Doug Fabian,

Jan 11, 2019

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Article

Values and Life Lessons for Estate Planning

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Kara Duckworth, CFP®, CDFA®

Kara Duckworth, CFP®, CDFA®,

Mar 1, 2019

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Podcast

Episode 41: 2018 Market Scorecard and Your Path to Success in 2019

Learn how to use a scorecard to track your investments and put yourself on a path for success in 2019.

Doug Fabian

Doug Fabian,

Jan 4, 2019

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Podcast

Episode 40: How to Prepare for a Successful 2019

As you assess your personal finances, learn five action steps you need to take to achieve your financial goals.

Doug Fabian

Doug Fabian,

Dec 17, 2018

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Podcast

Episode 39: Talking Markets with Don Calcagni

How should you deal with market volatility? What can you do to keep market swings in perspective?

Doug FabianDonald Calcagni

Doug Fabian, Donald Calcagni,

Dec 10, 2018

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Podcast

Episode 38: Year-end Tax Planning 2018

Identify events that may impact your taxable income, and learn strategies to lower your taxes.

Doug Fabian

Doug Fabian,

Nov 27, 2018

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Podcast

Episode 37: Your Post-Election Market Update

The 2018 mid-term elections and the impact on your investment portfolio.

Doug Fabian

Doug Fabian,

Nov 13, 2018

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Podcast

Episode 36: When to Sell a Stock, Mutual Fund or ETF

Knowing when to sell, or not to sell, a stock, mutual fund, or ETF, can be a difficult decision. Find out how to take emotion out of the equation.

Doug Fabian

Doug Fabian,

Nov 1, 2018

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Podcast

Episode 35: Volatility Ahead of the Election

Market volatility before elections are normal, but it doesn't mean we have to like it. We examine the markets before the mid-term 2018 elections.

Doug Fabian

Doug Fabian,

Oct 26, 2018

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Podcast

Your Financial Market Update

How were the markets doing up to Q3 2018? What were potential headwinds and tailwinds for the rest of 2018?

Doug Fabian

Doug Fabian,

Oct 4, 2018

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Podcast

Part II, Market Score board for the first half of 2018

It's mid-year 2018 and despite negative news, earning season expectations are better than expected. How may this impact your portfolio?

Doug Fabian

Doug Fabian,

Jul 12, 2018

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Podcast

Market Scoreboard for the First Half of 2018

How did the markets perform in the first half of 2018?

Doug Fabian

Doug Fabian,

Jul 5, 2018

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Podcast

Update: The Market Scoreboard in 2018

Market volatility is back and it's taken a toll on investor confidence. In times likes these, it's important to review and reconnect to your long-term financial goals.

Doug Fabian

Doug Fabian,

May 25, 2018

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Podcast

Market Update, Best Money Practices, Action Steps

Why proper asset allocation is crucial to your investment success, particularly during market volatility.

Doug Fabian

Doug Fabian,

Apr 2, 2018

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Podcast

Tariffs, rate hikes and other market drivers

During the first half of 2018 there was plenty of market volatility. How should you respond?

Doug Fabian

Doug Fabian,

Mar 26, 2018

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Podcast

What should be my focus now?

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Doug Fabian

Doug Fabian,

Mar 16, 2018

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Podcast

More Volatility Ahead

How did the markets perform Q1 2018?

Doug Fabian

Doug Fabian,

Mar 2, 2018

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Podcast

Market Volatility and Your Next Steps

Why are financial markets so volatile right now? Should you change your investment strategy to adapt to these market corrections?

Doug Fabian

Doug Fabian,

Feb 14, 2018

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Podcast

Prepare For Impact

The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.

Doug Fabian

Doug Fabian,

Jan 8, 2018

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Podcast

Episode 34: How to Fund College without Going Broke

Educational costs are going up every year, so it's never too early to start planning. Learn about common college funding mistakes and how best to save for college.

Doug Fabian

Doug Fabian,

Oct 19, 2018

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Podcast

Episode 33: The Power of the Plan

Having a proper, well-designed financial plan can change your life. Hear about key elements of a good financial plan and the importance of defining goals.

Doug Fabian

Doug Fabian,

Oct 11, 2018

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Podcast

Episode 32: Why Cash Flow Matters

Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.

Doug Fabian

Doug Fabian,

Sep 27, 2018

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Podcast

Episode 31: Good Things Can Happen in Bad Markets

Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.

Doug Fabian

Doug Fabian,

Sep 20, 2018

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Podcast

Episode 30: Unwinding A Highly Concentrated Position in Equities

What are the most important components to achieve your financial goals - not the stock market or investing.

Doug Fabian

Doug Fabian,

Sep 13, 2018

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Podcast

Episode 29: The Pros and Cons of the Highly Concentrated Position

Learn why having a highly concentrated position, an asset that represents a large portion of your wealth, can be both a blessing and a curse.

Doug Fabian

Doug Fabian,

Sep 6, 2018

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Podcast

Episode 26: Are You Where You Want to Be?

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian

Doug Fabian,

Aug 2, 2018

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Podcast

Episode 28: How to Navigate a Stock Market Correction

Having the proper mindset, asset allocation, and portfolio diversification can help your financial plan stay on course, especially during market corrections.

Doug Fabian

Doug Fabian,

Aug 22, 2018

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Podcast

Episode 27: What You Need to Know About Medicare

What is Medicare? Who is eligible? What's the difference between Medicare parts A, B, C, and D? How do you get gap coverage?

Doug Fabian

Doug Fabian,

Aug 15, 2018

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Podcast

Episode 25: Best Practices in Estate Planning

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian

Doug Fabian,

Jul 19, 2018

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Podcast

Episode 24: What You MUST Know About Social Security and Medicare

What do you need to know about Social Security and Medicare and when you should elect to receive these benefits?

Doug Fabian

Doug Fabian,

Jun 25, 2018

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Podcast

Episode 23: Women and Money: The Kara Duckworth Interview

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian

Doug Fabian,

Jun 14, 2018

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Podcast

Episode 22: Thoughts from the ‘Secretary of Explaining Stuff’

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian

Doug Fabian,

Jun 8, 2018

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Podcast

Episode 21: The Keys to Wealth Management

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian

Doug Fabian,

May 31, 2018

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Podcast

Episode 20: Key Attributes of a Successful Investor with Don Calcagni

What are the four attributes you need to be a successful investor? Find out how you can manage your money successfully.

Doug Fabian

Doug Fabian,

May 9, 2018

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Podcast

Episode 19: Lost Planning Opportunities with Drew Kanaly

How do you make sure your critical estate planning documents are in order? What is the benefit of working with a trust company?

Doug Fabian

Doug Fabian,

May 2, 2018

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Podcast

Episode 17: Attn: Business Owners, for 2018 Tax Law Savings

If you're a business owner, the 2018 tax laws may help you save thousands of dollars in taxes.

Doug Fabian

Doug Fabian,

Apr 29, 2018

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Podcast

Episode 15: The Last Great Tax Shelters

Whether you are an individual or a small business owner, tax shelters that can maximize your wealth.

Doug Fabian

Doug Fabian,

Apr 27, 2018

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Podcast

Episode 14c: Revisiting Factor Investing

Factor investing plays an important role in Mercer Advisors' investment strategy. Learn how it can be achieved using a variety of investment vehicles.

Doug Fabian

Doug Fabian,

Jul 26, 2018

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Podcast

Episode 16: What You Need to Know About Your 401(k)

Doug Fabian

Doug Fabian,

Apr 28, 2018

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Podcast

Episode 14b: A Factor Investing Q&A

Now that you know the 'why' of factor investing, this episode talks about how it all works.

Doug Fabian

Doug Fabian,

Aug 10, 2018

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Podcast

Episode 14: Using ‘Factor Investing’ to Enhance Your Portfolio

Hear about how low unemployment and strong economic growth were tailwinds in 2017.

Doug Fabian

Doug Fabian,

Apr 27, 2018

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Podcast

Episode 13: Markets Update & Outlook for 2018

Hear about how low unemployment and strong economic growth were tailwinds in 2017.

Doug Fabian

Doug Fabian,

Apr 24, 2018

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Podcast

Episode 18: Building Your Framework for Retirement

Any retirement dream needs planning. Learn about the questions you need to ask yourself to better plan your retirement.

Doug Fabian

Doug Fabian,

Apr 29, 2018

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Podcast

Episode 12: Rebooting Your Financial Goals for 2018

Find a step-by-step plan for how to become a true goal setter and how to apply goal setting to your financial planning.

Doug Fabian

Doug Fabian,

Apr 22, 2018

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Podcast

Episode 11: Insurance Policies and What You Need to Know

Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.

Doug Fabian

Doug Fabian,

Apr 12, 2018

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Podcast

Episode 10: Estate Planning Basics

Wondering whether you need an estate plan? Learn what triggers the need for one and where to begin.

Doug Fabian

Doug Fabian,

Mar 20, 2018

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Podcast

Episode 9: Paying Your Fair Share in Taxes

Are your assets diversified? Learn how to determine asset allocation that's right for you.

Doug Fabian

Doug Fabian,

Mar 16, 2018

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Podcast

Episode 8: The Most Important Investment Decisions You Will Ever Make

Are your assets diversified? Learn how to determine asset allocation that's right for you.

Doug Fabian

Doug Fabian,

Feb 6, 2018

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Podcast

Episode 7: Finding the Keys to Growth

Doug Fabian

Doug Fabian,

Jan 9, 2018

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Podcast

Episode 6: To Spend or Not to Spend

How do you determine how much to spend? Create a budget with our spending plan worksheet to help you answer the question.

Doug Fabian

Doug Fabian,

Jan 7, 2018

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Podcast

Episode 5: Know Where You Stand, so You Can See Where You’re Going

What are your financial goals? How do you achieve them?

Doug Fabian

Doug Fabian,

Nov 17, 2017

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Podcast

Episode 4: The Answer Will Define Your Goals

What are your financial goals? How do you achieve them?

Doug Fabian

Doug Fabian,

Nov 17, 2017

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Podcast

Episode 3: The Science Behind It

How you use budgeting, compounded growth, and asset allocation to grow your wealth.

Doug Fabian

Doug Fabian,

Nov 14, 2017

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Podcast

Episode 2: Unveiling the Real Aspects

What are the most important components to achieve your financial goals - not the stock market or investing.

Doug Fabian

Doug Fabian,

Nov 14, 2017

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Podcast

Episode 1: What’s It All About?

At Mercer Advisors, we talk a lot about financial goals. How can you achieve them through comprehensive wealth management?

Doug Fabian

Doug Fabian,

Nov 7, 2017

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Article

Optimize Your Business Tax Planning for the New Tax Laws

Significant tax law changes may have a big impact on tax planning for your business.

Matthew McCarthy, CPA

Matthew McCarthy, CPA,

Nov 1, 2018

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Article

Portfolio Management to Navigate a Stock Market Correction

Financial market corrections are common occurrences, but that doesn't mean they're pleasant. How can you weather through volatile market cycles?

Doug Fabian

Doug Fabian,

Sep 14, 2018

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Article

5 Ways to Reduce Your Taxes in 2018

With the sweeping tax changes implemented in 2018, consider these questions when you prepare your taxes or meet with your accountant.

Doug Fabian

Doug Fabian,

Feb 27, 2018

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Article

The Burden of Income Tax Is Going to Get Worse

If you live in a high tax state, like CA, there are still opportunities to get a little tax relief.

Doug Fabian

Doug Fabian,

Mar 27, 2018

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Article

Despite the New Tax Law, Investors Should Avoid Overweighting REITs

While the new tax law provides preferential treatment for REIT dividends, diversification is still key to reaching your goals.

Doug Fabian

Doug Fabian,

Jan 15, 2018

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Article

Should Investors Own Bitcoin?

What is Bitcoin and should you invest in it?

Doug Fabian

Doug Fabian,

Jan 15, 2018

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Article

How Might Markets React to a Trump Impeachment?

Impeachment or not, the markets weather the storm.

Doug Fabian

Doug Fabian,

Jan 15, 2018

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Article

5 Questions You Need to Ask Right Now About Your Finances

These 5 questions can help you formulate a financial plan so that you can achieve your goals.

Doug Fabian

Doug Fabian,

Nov 13, 2017

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Article

How to Get Started on Your Path to Economic Freedom

Comprehensive wealth management is key to achieving your financial goals.

Doug Fabian

Doug Fabian,

Nov 10, 2017

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Article

Four Reasons to Consider a Roth IRA vs Traditional IRA

With taxes at historic lows, see if a Roth IRA makes sense for your retirement planning.

Andrew Neville, JD

Andrew Neville, JD,

Nov 1, 2018

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Article

Asset Protection through Diversification: Revisiting an Old Friend

Diversification offers crucial downside protection during volatile market cycles, helping you protect your wealth and investments.

Donald Calcagni

Donald Calcagni,

Nov 1, 2018

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Article

Are You Maximizing Tax Planning for the New Tax Laws?

Tax preparation tips to take advantage of the 2018 tax law benefits.

Matthew McCarthy, CPA

Matthew McCarthy, CPA,

Nov 1, 2018

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Webinar

October 2018 Markets Update and Investment Management Outlook

Find out where the markets landed at the end of Q3 2018, the return of volatility, and how the US and global economy is growing.

Donald CalcagniDoug FabianDrew Kanaly

Donald Calcagni, Doug Fabian, Drew Kanaly,

Oct 24, 2018

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Article

When Should You Update Your Estate Plan?

Congratulations, you have an estate plan. Now you need to keep it updated.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Aug 24, 2018

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Article

Double The Impact of Your Assets With Your Gifting Strategies

Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Aug 24, 2018

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Webinar

Mercer Advisors Capital Markets Update and Outlook: July 2018

Hear about Q2 2018 market volatility, equity and fixed income returns, and the progress of growth for US and international economies.

Donald Calcagni

Donald Calcagni,

Jul 25, 2018

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Article

General Electric: Three Lessons for Advisors, Investors

General Electric (GE) was one of the most admired companies on Wall Street. What happened and how does this impact you?

Donald Calcagni

Donald Calcagni,

Jun 28, 2018

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Article

Deciding to Retire?

Transitioning to retirement is a key life event. Find out if you are ready with these key questions.

Josh Gustafson

Josh Gustafson,

Jun 8, 2018

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Article

Can Retirement Trusts Help Protect Beneficiaries?

Appointing beneficiaries is common for retirement assets, and to protect your beneficiaries, you may also want to set up a retirement trust.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Jun 8, 2018

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Video

Insight on Tax Reform for our Clients

Learn how the new 2018 tax law changes may impact you, your family, and your business.

Aaron LangstonBen Kautz

Aaron Langston, Ben Kautz,

May 9, 2018

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