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Article

Biden’s Tax Increases Won’t Affect Just the Top 1%

The Biden administration’s proposed corporate tax and capital gains increases will impact millions of U.S, households over time.

Donald Calcagni,

May 25, 2021

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Article

Lessons From My Mom

Hear from the women at Mercer Advisors on the most important money lesson their mom taught them.

Mercer Advisors,

May 24, 2021

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Article

Financial Tips for Out-of-State Moves

Moving to a new state? Here are some financial tips to consider as you navigate this big change.

Mercer Advisors,

May 24, 2021

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Article

American Families Plan: What’s the Potential Impact?

Last month, President Biden proposed the American Families Plan which may bring significant tax changes. Here are some key proposals we’re tracking.

Jeremiah H. Barlow,

May 24, 2021

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Video

Does Gold Really Hedge Inflation?

Is gold the reliable hedge against inflation that many claim? The past 40 years of data suggests it isn't.

Donald Calcagni,

May 18, 2021

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Video

Inflation just hit 4.2%. Should you be worried?

Inflation is up 4.2% and this has caused some nervousness, but details matter. Listen to hear our thoughts on inflation and how best to hedge against it.

Donald Calcagni,

May 12, 2021

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Article

Hiring an Estate Planning Attorney

To navigate the complex world of estate laws and taxes, you’ll likely need to hire an estate planning attorney. We’ll help you learn how.

Jeremiah H. Barlow,

May 6, 2021

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Video

What’s going on with inflation?

Government stimulus, low interest rates, pent-up consumer demand, and stimulus checks have all helped to push up consumer prices, but these are transitory forces that are unlikely to create longer-term inflation. Find out more about what's going on with inflation in this CIO Perspective video.

Donald Calcagni,

May 1, 2021

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Article

The Best Strategy for Beating Inflation

What’s the best way to beat inflation? CIO Don Calcagni explores stocks, commodities, gold, and more.

Donald Calcagni,

Apr 30, 2021

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Webinar

Mercer Advisors Capital Markets Update and Outlook: April 2021

Donald Calcagni, Drew Kanaly, Doug Fabian,

Apr 28, 2021

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Podcast

Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast

With the change in administrations, 2021 promises to bring new challenges & opportunities to the estate planning arena.

Doug Fabian,

Apr 22, 2021

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Video

What You Need to Know About Market Valuations Today

While market valuations have not been this high since the year 2000, stocks remain an important part of a long-term portfolio. Hear why disciplined investors look beyond the concerns of the day to the long-term growth potential of markets.

Donald Calcagni,

Apr 19, 2021

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Article

New Relief Act Brings Tax Changes

Learn why key federal tax reforms and other changes under the Biden administration could be especially significant for women.

Mercer Advisors,

Apr 14, 2021

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Article

How Career Paths Can Address Wealth Management’s Talent Shortage

By having a visible, defined career path, your most promising future leaders will be motivated to stay and grow with your firm.

Martine Lellis,

Apr 14, 2021

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Article

Aligning Charitable Giving, Estate, and Tax Planning

Learn how to create a charitable giving strategy that does more for your nonprofit causes.

Mercer Advisors,

Apr 7, 2021

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Article

5 Steps to Take Back Control After COVID-19

COVID-19 has changed how many women think about money. Use these 5 steps to take back control of your money.

Mari Adam,

Mar 26, 2021

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Article

Help! I’m Afraid to Retire, Even Though I Can Afford to

Actually retiring may be the hardest part about retirement. It’s not unusual to get cold feet. But you don’t want to work forever either, so what do you do? Here are some coping tips to get you over the hump.

Kara Duckworth,

Mar 26, 2021

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Article

Planning for Career Interruptions

COVID-19 has had an outsized (mostly negative) impact on women. A financial plan can give women financial independence.

Laura Combs,

Mar 26, 2021

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Webinar

How Your Wealth Plan and Tax Strategy May be Impacted by the New Administration

Hear about recent and proposed tax law changes and why they are particularly relevant for women as part of our special webinar series for women.

Jamie Block, Susan Travis,

Mar 24, 2021

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Article

What You Need to Know About Inheritance Tax

When a loved one passes away and leaves assets to beneficiaries, those assets may be subject to an inheritance tax, depending on the location of the deceased and their relationship to the inheritor.

Logan Baker,

Mar 23, 2021

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Article

The American Rescue Plan Act: Inflationary largesse or just what the doctor ordered?

While the $1.9 trillion American Rescue Plan Act might fuel inflationary pressures, it just might be the medicine we need to put the pandemic behind us.

Donald Calcagni,

Mar 22, 2021

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Webinar

Women, Wealth and Nutrition: Keeping it all in Balance

Ready to de-stress emotionally and financially? Learn some wealth-life balance tips in our women’s wealth and nutrition webinar.

Laura Combs,

Mar 18, 2021

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Webinar

Charitable Contribution Strategies to Build Your Philanthropic Roadmap

How do you think about building a charitable roadmap as it relates to your financial plan, your tax strategy, and also your estate plan.

Josh DeForest,

Mar 12, 2021

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Article

Find More Cash Flow in Your Business

To achieve success with your small business, adopt the CFO mindset and manage your cash flow.

Albert Zdenek,

Feb 28, 2021

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Article

2020 Pandemic Tax Relief

The Consolidated Appropriations Act (CAA) offers tax benefits for continued pandemic relief for 2020 and beyond.

Daniel Epstein, Matthew McCarthy, CPA,

Feb 28, 2021

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Article

Mine Your Cash Flow to Build Your Wealth

The secret to building wealth is finding, increasing, and saving your cash flow. Here are some ways to get started.

Albert Zdenek,

Feb 28, 2021

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Article

5 Questions to Ask About RMDs in 2021

Big changes were made to RMDs in the past few years. Here are 5 common questions about managing mandatory RMD withdrawals.

Mari Adam,

Feb 28, 2021

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Article

2020 Was A Good Year for ESG Strategies

2020 was a strong year for ESG-oriented strategies (Environmental, Social, and Governance), helping to solidify ESG as a legitimate approach to portfolio construction and management.

Donald Calcagni,

Feb 25, 2021

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Article

Yours, Mine … and Maybe Ours? Advice for Couples on How to Handle Money

Picking the right money-handling strategy for your family – separate finances, a joint account or something in between? – can make a big difference on how well you function and how well you get along.

Kara Duckworth,

Feb 23, 2021

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Article

Jeremiah Barlow on The Importance Of Insurance In Financial Planning

As we all watched in amazement this past year as the wealth space evolved and changed from seminal events, including a once in a century pandemic, some things have remained the same.

Jeremiah H. Barlow,

Feb 18, 2021

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Article

How I Navigated The Healthcare System Alone When My Husband Was Diagnosed With Cancer

Women should be in control of their financial situation. Even when navigating the healthcare system.

Kara Duckworth,

Feb 17, 2021

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Article

GameStop: Making Sense of it All

The rise in GameStop this past week has been eye-popping. However, fundamentals still determine the long-term viability of any business.

Donald Calcagni,

Feb 1, 2021

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Webinar

Mercer Advisors Capital Markets Update and Outlook: January 2021

Our panel provides an outlook on 2021, market valuations and earnings.

Donald Calcagni, Drew Kanaly, Doug Fabian,

Jan 27, 2021

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Article

5 Ways to Align Your Insurance and Wealth Planning

Insurance is vital to protecting your financial future. Learn how to align your insurance and wealth management strategy with help from an advisor.

Terry Bobo,

Jan 21, 2021

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Article

Planning for a Non-Traditional Family (Which Is Probably Yours)

Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.

Kara Duckworth,

Jan 19, 2021

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Article

A Year to Remember: Resilient Markets Overcome Pandemic Panic

The markets rebounded in 2020, reinforcing that a diversified strategy is a sound strategy. With continued low interest rates and a rising national debt, what’s next?

Donald Calcagni, Mari Adam,

Jan 13, 2021

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Article

Democrats Won the Senate. Now what?

Democrats are now in charge of both the Senate and the House. What can we expect from this blue ripple?

Donald Calcagni,

Jan 12, 2021

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Article

529 Plan Benefits You May Not Know About

529 plans are a popular way to save for college. Here are five benefits you may not know about.

Mari Adam,

Jan 4, 2021

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Article

Estate Planning for Same-Sex Couples

For same-sex couples, estate planning is essential to ensure your hard-earned wealth goes to your loved ones and not someone else.

Albert Zdenek,

Dec 30, 2020

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Article

Should I Invest in Bitcoin?

Bitcoin has again recently dominated the headlines, its rise attracting a fair amount of attention. Should it be considered another asset class?

Donald Calcagni,

Dec 22, 2020

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Article

2021 Market Outlook

2020 showed us that diversified portfolios can deliver risk reduction and healthy long-term returns. We see glimmers of hope for 2021, but let’s not lose sight of our learnings from 2020.

Donald Calcagni,

Dec 21, 2020

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Article

Estate Planning for ‘Black Sheep’ Beneficiaries

Every family has one – or more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. Here are some tips for managing them in your estate plan.

Kara Duckworth,

Dec 9, 2020

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Article

Post-Election Commentary: Why the Rising Market?

As 2020 election results have come in throughout this week, one thing that wasn’t expected was the market rally that occurred.

Donald Calcagni,

Nov 6, 2020

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Article

Plan Now for Potential Tax Changes

Taxes are one of life’s certainties, but there’s still time in 2020 to influence how much you’ll pay Uncle Sam.

Jeremiah H. Barlow,

Nov 2, 2020

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Article

Pre-Election Commentary

Over the past several months, we’ve delivered a number of webinars regarding markets and the upcoming elections. As we typically do with our events, we engage in a healthy Q&A afterwards to answer clients’ questions. In light of next week’s election, we wanted to share with you our thoughts regarding the most common concerns raised by clients.

Donald Calcagni,

Oct 30, 2020

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Article

Year-End Tax Gifting Strategies

Making year-end donations? Planning ahead and the CARES Act can help your giving have a bigger impact.

Josh DeForest,

Oct 22, 2020

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Webinar

Mercer Advisors Capital Markets Update and Outlook: October 2020

Our panel reflects on 2020’s year-to-date financial picture and markets’ likely response to whichever party controls the White House in 2021.

Donald Calcagni, Doug Fabian, Stephanie Anderson,

Oct 21, 2020

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Article

Managing a Financial Windfall With SRI

If a recent inheritance or financial windfall doesn’t match your values, socially responsible investing can help.

Judy McNary,

Oct 21, 2020

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Article

10 Tax Tips for 2020 for Individuals and Businesses

Here are the 10 tax tips to help save you money in 2020. It’s not too late to take strategic action to lessen your tax burden.

Daniel Epstein,

Oct 16, 2020

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Article

Q3 Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter.

Donald Calcagni,

Oct 8, 2020

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Article

3 Questions to Answer for Solar Energy Use

Judy McNary,

Oct 7, 2020

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Article

How to Generate Retirement Income

The Fed expects to leave interest rates near zero through 2023. Generating income can be challenging, but there are some options.

Donald Calcagni,

Sep 24, 2020

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Webinar

How to Invest for Social and Environmental Impact

Our topic for today is how to invest for social and environmental impact. With me is Senior Client Advisor Judy McNary and Managing Director Laura Combs.

Judy McNary, Laura Combs, Kristen Comeau,

Sep 23, 2020

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Article

3 Factors for Special Needs Financial Planning

Protect your loved ones who have special needs by putting a comprehensive plan in place.

Christopher Currin,

Sep 22, 2020

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Article

5 Tips for Your College 529 Plan

529 plans are a great tool to save for college tuition. We share 5 tips to help maximize your 529 savings plan.

Mari Adam,

Sep 22, 2020

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Article

Silver: No Mettle to Fight Inflation

Can silver work as a hedge against inflation and help protect your investment portfolio?

Donald Calcagni,

Sep 21, 2020

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Article

Reducing Portfolio Risk and Managing Volatility

Learn different approaches to reduce portfolio risk, including hedging, stop losses, and diversification.

Donald Calcagni,

Sep 11, 2020

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Article

ESG Investments Join the Mainstream

With Environmental, Social, and Governance Investing, you can achieve a financial return while bringing about positive social or environmental change.

Judy McNary,

Sep 10, 2020

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Article

What Benchmarking Tells Investors

What benchmarking does and doesn’t tell us about fund manager performance.

Donald Calcagni,

Sep 2, 2020

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Article

Wealth-Life Balance: 3 Steps for Women

Need financial peace of mind in volatile times? Build a long-range plan and stick with it.

Alise Kraus, Kristen Kestel,

Aug 31, 2020

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Article

Does Warren Buffett Suddenly Like Gold?

Buffett recently invested in a large gold mining company. But does this really mean the Oracle of Omaha has changed his tune on gold?

Donald Calcagni,

Aug 28, 2020

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Webinar

3 Ways to Manage Your Wealth-Life Balance

Alise Kraus, Kristen Kestel, Kristen Comeau,

Aug 27, 2020

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Article

Exxon and the End of an Era

What Exxon’s delisting from the Dow Jones means for investors.

Donald Calcagni,

Aug 26, 2020

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Article

Battle of the 401(k): Roth vs Traditional?

Is a Roth 401(k) better than the traditional 401(k)?

Christopher Blakely,

Aug 24, 2020

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Article

Which States Have Inheritance Tax?

Find out which states have inheritance tax, estate tax, or both, and whether you must pay these taxes.

Mercer Advisors,

Aug 21, 2020

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Article

Tips for Managing Job Changes

How to manage your financial goals and healthcare needs if you are laid off or start a new job.

Martine Lellis,

Aug 21, 2020

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Article

Elections & Markets: What should investors do?

Every 4 years, investors revisit the same question: Should we make any portfolio changes? In the end, the best preparation is a long-term investing strategy.

Donald Calcagni,

Aug 21, 2020

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Podcast

Equity Compensation Part 3: Managing Concentrated Stock Risk

Alongside the many financial benefits of receiving equity compensation, such as stock options, from your employer, having a high percentage of wealth in one investment can be risky. How can you tell when it’s time to diversify? What options should you consider?

Doug Fabian, Duncan Wilk,

Aug 10, 2020

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Podcast

Equity Compensation Part 2: How Different Plans Work

If you work for a company that offers stock options, a discounted stock purchasing program, or some other type of equity compensation, how do you decide whether it’s the right choice for you?

Doug Fabian, Jennifer Baick,

Aug 10, 2020

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Podcast

Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan

For employees of both public and privately held companies, equity compensation such as stock options or co-ownership can create a significant opportunity to grow wealth.

Doug Fabian, Josh DeForest,

Aug 10, 2020

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Article

7 Financial Planning Tips to Help You Meet Your 2020 Goals

Creating a financial plan can seem daunting, but the current world environment has proved that having a plan in place is more important than ever.

Ben Kautz,

Jul 30, 2020

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Webinar

Mercer Advisors Capital Markets Update and Outlook: July 2020

Donald Calcagni, Doug Fabian, Laura Cuber, CFP®,

Jul 30, 2020

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Article

Elderly Care in Times of Pandemic

Caring for an aging parent can be challenging, especially during a pandemic; what do you need to know?

Linda Ames Lyons,

Jul 21, 2020

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Article

Required Minimum Distribution Changes for 2020

Two changes to required minimum distributions in 2020 can help retirees extend their benefits and minimize their taxes.

Renée Pichette,

Jul 21, 2020

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Article

Weathering COVID’s Impact on Real Estate

Explore options to help shore up lost cash flow from your property investments amid the coronavirus pandemic.

Mark Germain,

Jul 21, 2020

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Video

Mercer Advisor’s Approach to Socially Responsible Investing

Donald Calcagni,

Jun 30, 2020

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Video

What is Driving the Market?

Donald Calcagni,

Jun 25, 2020

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Article

When Grown Kids Return to the Nest

When grown kids move home, transitioning to parent-in-residence can be full of new learnings and exciting memories.

Mari Adam,

Jun 22, 2020

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Article

Rethinking Retirement for Women

Women are more likely than men to be single in later years, which makes retirement planning a crucial form of self-care.

Kara Duckworth, Alise Kraus,

Jun 22, 2020

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Article

3 Keys to Retirement Readiness

Explore key factors to help you feel confident about your retirement.

William McNutt,

Jun 9, 2020

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Article

Fund Your IRAs by July 15

Tax Day is quickly approaching, but there is still time to contribute to your IRAs.

Mari Adam,

Jun 9, 2020

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Article

Tax Strategies with Roth Conversions

Now is an opportune time to convert your assets into a Roth, providing tax savings for you and your loved ones.

Mercer Advisors,

May 29, 2020

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Article

How to Best Invest Your Wealth

When it comes to life savings, investors should make investment decisions based on financial science, not emotion.

Donald Calcagni,

May 28, 2020

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Webinar

Tax Strategies in Today’s Environment: Roth IRA Conversions

Jeremiah H. Barlow,

May 28, 2020

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Article

Why Check Your Spending Habits Now?

In crisis situations, managing your spending becomes central especially if you are experiencing reduced income.

Nicholas Campbell,

May 28, 2020

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Article

Are We in a “Shecession”?

More women than men will be financially impacted by COVID-19. Here are 5 ways you can protect your credit.

Mari Adam,

May 14, 2020

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Webinar

Why Now is the Best Time to Gift to Your Loved Ones

Jeremiah H. Barlow,

May 14, 2020

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Article

Now is the Best Time for Gifting

Now may be the best time to review your gifting strategy due to these three factors.

Jeremiah H. Barlow,

May 14, 2020

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Podcast

First Quarter 2020 Update on the Markets

Doug Fabian, Donald Calcagni,

May 13, 2020

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Podcast

CARES Act Relief Options

As doctors and scientists worldwide race to develop effective treatments and a vaccine for COVID-19, U.S. lawmakers are working to counter the economic hardship from this crisis. In March, U.S. households and small businesses started receiving financial help through the $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Doug Fabian, Jeremiah H. Barlow,

May 11, 2020

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Article

Investing for Retirement Income in a Low-Yield World

Long-term planning is key to managing retirement income, even in low interest rate environments.

Donald Calcagni,

May 7, 2020

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Article

Why an Auto Insurance Rebate May be Headed Your Way

Gas prices aren’t the only savings consumers are seeing these days. Auto insurance companies will be offering insurance rebates too.

Mari Adam,

May 7, 2020

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Article

Q1 Capital Markets Update: Bright Spots Amid COVID-19 Clouds

We put the current market volatility in perspective and answer clients’ questions about what’s next.

Mercer Advisors,

Apr 30, 2020

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Article

Can States File for Bankruptcy

For investors who own municipal bonds and are worried about state bankruptcies, find out why this is an unlikely option.

Donald Calcagni,

Apr 30, 2020

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Article

How to Strengthen Your Financial Plan During a Pandemic

Eight actions you can take to ensure your financial plan survives these times and comes out stronger on the other side.

Jessica Caruso, CFP®,

Apr 30, 2020

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Webinar

Mercer Advisors Capital Markets Update and Outlook: April 2020

Donald Calcagni, Drew Kanaly, Doug Fabian,

Apr 29, 2020

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Article

What to do With Excess Cash: The Hunt for Yield

Interest rates are at historic lows, but there are options to find a better return for your excess cash.

Donald Calcagni,

Apr 23, 2020

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Article

How to Pay for College During a Pandemic

For families with children starting or in college, COVID-19 poses financial challenges. Learn about available relief.

Dane Sauer,

Apr 22, 2020

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Article

5 Key Financial Challenges to Navigate During COVID-19

Most everyone has been impacted by COVID-19 in some way. Here are 5 tips to help navigate financial challenges.

Mari Adam,

Apr 22, 2020

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Video

What’s Happening in the Oil Market?

For the first time in history, the price of a barrel of oil has gone negative. What should investors make of this?

Donald Calcagni,

Apr 22, 2020

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Article

Keeping Q1 Market Returns in Context

During volatile markets, it’s tempting to focus on the short-term results over your long-term strategy—but don’t be tempted.

Donald Calcagni,

Apr 17, 2020

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Article

Relief Act: Benefits for Retirement Accounts

Americans affected by COVID-19 can tap their retirement savings for relief. Learn more in this webinar.

Jeremiah H. Barlow, Kara Duckworth,

Apr 15, 2020

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Article

COVID-19 Relief Aid for Small Businesses: What You Need to Know

The $2.2 trillion CARES Act includes substantial relief for small businesses. Find out if you qualify.

Jeremiah H. Barlow, Kara Duckworth,

Apr 10, 2020

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Article

COVID-19 Relief Aid for Individuals: What You Need to Know

Learn more about how the $2.2 trillion federal Coronavirus Aid, Relief, and Economic Security (CARES) Act is bringing financial help for individuals affected by the COVID-19 crisis.

Mercer Advisors,

Apr 10, 2020

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Article

Are We on the Cusp of a Second Great Depression?

The Great Depression was the greatest economic calamity in American history. Is history about to repeat itself?

Donald Calcagni,

Apr 9, 2020

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Article

Practicing Financial Wellness

Managing our physical, mental, and emotional health during stressful times can also help us keep a healthy outlook on our finances.

Mercer Advisors,

Apr 3, 2020

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Article

New Federal Stimulus and What it Means for You

The coronavirus stimulus package aims to provide relief to individuals, small business owners, and sole proprietors.

Matthew McCarthy, CPA, William Nelson,

Apr 2, 2020

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Article

Inflation: The Fed, Unemployment, and Gold

The federal government is on the cusp of passing the largest fiscal stimulus package in U.S. history. What does this mean for inflation and gold?

Donald Calcagni,

Mar 27, 2020

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Article

Using Losses to Lower Your Taxes

Tax loss harvesting can help turn your investment losses into a benefit with lower taxes.

Kara Duckworth,

Mar 27, 2020

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Article

Helping Small Business Owners Outlast Coronavirus Crisis

The new CARES Act will provide relief to small business owners. To help you better understand this package and ideas on how to mitigate financial impact, we have summarized the highlights in the short article.

Matt Cook, Kevin Jack, William Nelson,

Mar 27, 2020

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Article

Science of Fear and Staying Calm in Volatile Times

How can you avoid making irrational decisions during this crisis? Behavioral finance techniques can help you avoid common traps.

David Haman, David Askew,

Mar 27, 2020

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Webinar

Special Report: A Conversation About Today’s Markets

Donald Calcagni, Kara Duckworth, Doug Fabian,

Mar 20, 2020

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Webinar

Unpacking the SECURE Act

Jeremiah H. Barlow,

Mar 19, 2020

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Article

Secure Act Law & Retirement for Women

While women face numerous barriers to saving for retirement, new legislation can help you save more.

Jenna Dana,

Mar 18, 2020

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Article

Last Minute Tips for 2019 Taxes

It’s tax preparation season— but before you file your 2019 tax return, take a look at these tax-planning tips.

Daniel Epstein,

Mar 18, 2020

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Article

Financial Advice for Suddenly Single Women

Managing your own finances is a critical life skill, especially for women. Here’s how you can prepare.

Kara Duckworth,

Mar 18, 2020

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Podcast

Market Impacts from Coronavirus and Oil Price Wars

Donald Calcagni, Doug Fabian, Drew Kanaly,

Mar 10, 2020

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Article

The Value of a Financial Partner

What do women want from a financial advisor? One of our advisors shares her thoughts.

Jessica Caruso, CFP®,

Mar 9, 2020

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Article

The Coronavirus & Financial Markets: Advice for Investors

A spike in new coronavirus cases outside of China, especially in Italy and South Korea, has put investors on edge.

Donald Calcagni,

Feb 26, 2020

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Article

Passing-On Insurance Policies Tax Free

With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.

Alexandra Chambers,

Feb 25, 2020

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Article

A Charitable Trust Extends Stretch IRAs

A charitable trust can stretch out your retirement accounts to benefit your loved ones and favorite charities.

Logan Baker,

Feb 25, 2020

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Article

What History Says About Elections and the Stock Market

During an election year, should you stay in the market or not? History suggests elections don’t have the impact you might think.

Donald Calcagni,

Feb 20, 2020

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Article

Surviving Your Kid’s Wedding

Planning a wedding can be fraught with stress; get financial tips from a father on how to plan for your kid’s wedding

Fred Xuereb,

Feb 5, 2020

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Article

New Legislation Impacts Retirement Planning

If you have retirement assets to pass on to your beneficiaries, your estate plan may need to revised

Jeremiah H. Barlow,

Feb 5, 2020

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Article

Financial Planning for Individuals with Special Needs

Families that include people with disabilities need a special financial plan to meet unique challenges.

Christopher Currin,

Feb 5, 2020

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Webinar

Mercer Advisors Capital Markets Update and Outlook: January 2020

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 29, 2020

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Article

Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs

Jeremiah H. Barlow,

Dec 23, 2019

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Article

Is Now the Time to Overweight Real Estate?

Donald Calcagni,

Dec 19, 2019

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Podcast

The Rise of Socially Responsible Investing

Donald Calcagni, Doug Fabian,

Dec 17, 2019

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Article

10 Tax Tips for 2019

Daniel Epstein,

Dec 3, 2019

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Article

End-of-Year Financial Tips

Use these end-of-the-year tips to make sure your financial plan remains on track

Michael Snider,

Dec 3, 2019

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Article

How to Protect Yourself in the Digital World

Learn how to protect your data and online accounts from cyberattacks.

Ron Sharon, William Nelson,

Dec 3, 2019

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Article

Three Tips to Prepare for a Crisis

Now is the time to make sure you have the right coverage and paperwork to ensure your assets are protected.

Kara Duckworth,

Dec 3, 2019

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Article

It’s a Bull Market, Do I Sell?

“Wait it out” or “cash it out” are often common thoughts during these market highs and lows. But while capturing gains may be top of mind, more important is rebalancing your portfolio.

Donald Calcagni,

Dec 2, 2019

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Article

Avoid The Perils Of Market (Mis) Timing

Markets have recently reach an all-time high, but what do you do when the market declines? Do you struggle with the impulse to sell all your stocks? While we are hardwired to dislike losses twice as much as we enjoy gains, this behavioral response also can cause us to miss out on the gains that follow. Read more here.

Larry Solomon,

Nov 1, 2019

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Webinar

Mercer Advisors Capital Markets Update and Outlook: October 2019

Doug Fabian, Donald Calcagni, Drew Kanaly,

Oct 23, 2019

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Podcast

Economic Freedom for Women with Alise Kraus

In this podcast, Alise examines three of the most common obstacles that women—and to an extent, all investors—encounter on their journey toward economic freedom. Then, she and host Doug Fabian lay out six strategies for clearing those roadblocks and asserting greater financial control.

Doug Fabian, Alise Kraus,

Oct 11, 2019

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Article

What’s Going on with the Repo Market?

The repo market is a critical resource for large businesses and the global financial system. In fact, volatility in the repo market can impact Fed policy.

Donald Calcagni,

Sep 26, 2019

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Podcast

Funding Long Term Care: What To Know

The costs of professional long-term care can grow to several hundred thousand dollars a year—potentially draining your retirement assets or family members’ resources.

Doug Fabian, David Haman,

Sep 26, 2019

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Article

Empowering Stay-At-Home Moms with Financial Knowledge

Hear from one of our own advisors about the challenges she faced as a stay-at-home mom while staying engaged with her finances.

Jennifer Baick,

Sep 5, 2019

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Article

Planning for Health Care Costs in Retirement

Before you retire, preparing for health care costs in retirement is critical.

James Todd,

Sep 5, 2019

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Article

Financial Planning for Caretakers of Aging Family

Family caregivers who function as crucial (often invisible) support system for aging family need support too.

Judith Hirotaka,

Sep 5, 2019

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Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton,

Sep 5, 2019

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Article

The Rise of Socially Responsible Investing (SRI)

Your investments can reflect your values, ethics and desires for social change. Learn how to invest with purpose.

Donald Calcagni,

Sep 5, 2019

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Article

HSAs, Retirement & Their Tax Advantages

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith,

Sep 5, 2019

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Article

Takeaway from Dow’s Latest Plummet: Hold Steady

The blogosphere, financial media, and talking heads will make yesterday’s sell-off sound cataclysmic; indeed, it was the fourth largest point sell off for the Dow Jones Industrial Average in its 123 year history. That sounds dramatic; but in reality this isn’t how we should be thinking about market declines.

Donald Calcagni,

Aug 15, 2019

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Webinar

Mercer Advisors Capital Markets Update and Outlook: July 2019

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

Donald Calcagni, Doug Fabian,

Jul 31, 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,

Jun 12, 2019

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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,

Jun 6, 2019

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Podcast

Financial Mistakes: The Dumb Things People Do With their Money

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

Doug Fabian,

Jun 3, 2019

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Podcast

How To Choose A Financial Advisor

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

Doug Fabian, Matt Cook,

May 31, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

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,

May 21, 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,

May 21, 2019

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Article

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

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

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,

May 21, 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,

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 Calcagni, Doug Fabian, Laura Combs,

Apr 24, 2019

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Video

Learn From Women Who Get It

Empowering women and their financial journey.

Mercer Advisors,

Mar 1, 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,

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,

Mar 1, 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,

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®,

Mar 1, 2019

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Podcast

Do Women Make Better Investors – with Laura Cuber

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

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,

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 Calcagni, Doug Fabian, Drew Kanaly,

Jan 30, 2019

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Podcast

Resetting 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,

Jan 11, 2019

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Assessing Your Personal Portfolio Management Scorecard

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

Doug Fabian,

Jan 4, 2019

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Podcast

How to Financially 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,

Dec 17, 2018

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Portfolio Management And Steps To Take In A Volatile Market

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

Doug Fabian, Donald Calcagni,

Dec 10, 2018

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Year-End Tax Planning with Mark Doran Podcast

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

Doug Fabian,

Nov 27, 2018

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The Post-Election Market Update Podcast

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

Doug Fabian,

Nov 13, 2018

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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,

Nov 1, 2018

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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,

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,

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,

Nov 1, 2018

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Podcast

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,

Nov 1, 2018

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Podcast

The Dos and Dont’s of Approaching the Market During Volatile Times

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,

Oct 26, 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 Calcagni, Doug Fabian, Drew Kanaly,

Oct 24, 2018

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Podcast

How to Fund College Without Going Broke with Jamie Block

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,

Oct 19, 2018

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Podcast

The Power of a Financial Plan with Laura Combs

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,

Oct 11, 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,

Oct 4, 2018

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Why Cash Flow Matters – A Podcast

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

Doug Fabian,

Sep 27, 2018

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Good Things Can Happen in Bad Markets with Don Calcagni

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

Doug Fabian,

Sep 20, 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,

Sep 14, 2018

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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,

Sep 13, 2018

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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,

Sep 6, 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,

Aug 24, 2018

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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,

Aug 24, 2018

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Navigating 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,

Aug 22, 2018

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What You Need To Know About Medicare Podcast

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,

Aug 15, 2018

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Factor Investing with Don Calcagni Q&A – Part 2

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

Doug Fabian,

Aug 10, 2018

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The Journey to Economic Freedom – 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,

Aug 2, 2018

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Factor Investing with Don Calcagni – Part 3

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,

Jul 26, 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,

Jul 25, 2018

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Podcast

Best Estate Planning Practices & Tips

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

Doug Fabian,

Jul 19, 2018

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Podcast

Part II, Market Scoreboard 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,

Jul 12, 2018

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Market Scoreboard for the First Half of 2018

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

Doug Fabian,

Jul 5, 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,

Jun 28, 2018

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Podcast

Financial Retirement Planning: Social Security & Medicare

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

Doug Fabian,

Jun 25, 2018

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Women and Money with Kara Duckworth

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

Doug Fabian,

Jun 14, 2018

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Deciding to Retire?

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

Josh Gustafson,

Jun 8, 2018

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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,

Jun 8, 2018

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Why you Should Own Stocks w/ Apollo Lupescu

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

Doug Fabian,

Jun 8, 2018

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The Keys to Wealth Management Podcast

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

Doug Fabian,

May 31, 2018

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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,

May 25, 2018

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Insight on Tax Reform for Our Clients

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

Aaron Langston, Ben Kautz,

May 9, 2018

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Podcast

Four Attributes of Successful Investing w/ 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,

May 9, 2018

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Podcast

Lost Financial Planning Opportunities w/ 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,

May 2, 2018

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Tax Laws for Small Business Owners

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

Doug Fabian,

Apr 29, 2018

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Financially Prepare for Retirement Podcast

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

Doug Fabian,

Apr 29, 2018

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5 Best 401(k) Practices & Tips: What To Know

Doug Fabian,

Apr 28, 2018

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Factor Investing with Don Calcagni – Part 1

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

Doug Fabian,

Apr 27, 2018

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The Last Best Tax Shelters Podcast

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

Doug Fabian,

Apr 27, 2018

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Market Update & Outlook with Don Calcagni

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

Doug Fabian,

Apr 24, 2018

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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,

Apr 22, 2018

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Guide to Insurance Policies Podcast

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

Doug Fabian,

Apr 12, 2018

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Market Update, Best Money Practices, Action Steps

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

Doug Fabian,

Apr 2, 2018

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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,

Mar 27, 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,

Mar 26, 2018

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Estate Planning Basics Podcast

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

Doug Fabian,

Mar 20, 2018

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Guide to Taxes Podcast

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

Doug Fabian,

Mar 16, 2018

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Podcast

What Should Be My Focus Now?

If you're tempted to adjust your portfolio in a volatile market, listen to this first before making a move.

Doug Fabian,

Mar 16, 2018

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More Volatility Ahead

How did the markets perform Q1 2018?

Doug Fabian,

Mar 2, 2018

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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,

Feb 27, 2018

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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,

Feb 14, 2018

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Asset Allocation Basics Podcast

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

Doug Fabian,

Feb 6, 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,

Jan 15, 2018

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Should Investors Own Bitcoin?

What is Bitcoin and should you invest in it?

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,

Jan 15, 2018

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Podcast

Investing In The Equity and Fixed Income Markets

Doug Fabian,

Jan 9, 2018

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Prepare For Impact

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

Doug Fabian,

Jan 8, 2018

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Building Your Spending Plan

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

Doug Fabian,

Jan 7, 2018

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Financial Goal Setting

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

Doug Fabian,

Nov 17, 2017

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Balance Sheet Basics: What Is It, Why Need It?

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

Doug Fabian,

Nov 17, 2017

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The Formulas to Achieve Economic Freedom

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

Doug Fabian,

Nov 14, 2017

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The Five Principles of Finance

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

Doug Fabian,

Nov 14, 2017

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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,

Nov 13, 2017

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How to Get Started on Your Path to Economic Freedom

Comprehensive wealth management is key to achieving your financial goals.

Doug Fabian,

Nov 10, 2017

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How to Achieve Economic Freedom

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

Doug Fabian,

Nov 7, 2017

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