Insights

  • View All
  • Financial Planning
  • Investing
  • Retirement
  • Taxes
  • Trust and Estate Plan
  • Women and Wealth
Sign up to receive insights delivered directly to your inbox:

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

read more

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

read more

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

read more

Webinar

Mercer Advisors Capital Markets Update and Outlook: April 2020

Donald Calcagni, Drew Kanaly, Doug Fabian,

Apr 29, 2020

watch webinar

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

read more

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

read more

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

read more

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

read more

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

read more

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

listen now

Podcast

First Quarter 2020 Update on the Markets

Doug Fabian, Donald Calcagni,

May 13, 2020

listen now

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

read more

Webinar

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

Jeremiah H. Barlow,

May 14, 2020

watch webinar

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

read more

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

read more

Webinar

Tax Strategies in Today’s Environment: Roth IRA Conversions

Jeremiah H. Barlow,

May 28, 2020

watch webinar

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

read more

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

read more

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

read more

Article

3 Keys to Retirement Readiness

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

William McNutt,

Jun 9, 2020

read more

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

read more

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

read more

Video

What is Driving the Market?

Donald Calcagni,

Jun 25, 2020

watch video

Video

Mercer Advisor’s Approach to Socially Responsible Investing

Donald Calcagni,

Jun 30, 2020

watch video

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

read more

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

read more

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

watch video

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

read more

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

read more

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

read more

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

read more

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

read more

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

read more

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

read more

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

read more

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

read more

Webinar

Special Report: A Conversation About Today’s Markets

Donald Calcagni, Kara Duckworth, Doug Fabian,

Mar 20, 2020

watch webinar

Webinar

Unpacking the SECURE Act

Jeremiah H. Barlow,

Mar 19, 2020

watch webinar

Podcast

Impact on the Markets from Coronavirus and Oil Price Wars

Donald Calcagni, Doug Fabian, Drew Kanaly,

Mar 10, 2020

listen now

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

read more

Article

New Law Boosts Retirement for Women

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

Jenna Dana,

Mar 18, 2020

read more

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

read more

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

read more

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

read more

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

read more

Article

Suddenly Single: Finances and Women

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

Kara Duckworth,

Mar 18, 2020

read more

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

read more

Webinar

Mercer Advisors Capital Markets Update and Outlook: January 2020

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 29, 2020

watch webinar

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

read more

Article

Special Needs Financial Planning

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

Christopher Currin,

Feb 5, 2020

read more

Article

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

Jeremiah H. Barlow,

Dec 23, 2019

read more

Article

Is Now the Time to Overweight Real Estate?

Donald Calcagni,

Dec 19, 2019

read more

Podcast

The Rise of Socially Responsible Investing

Donald Calcagni, Doug Fabian,

Dec 17, 2019

listen now

Article

10 Tax Tips for 2019

Daniel Epstein,

Dec 3, 2019

read more

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

read more

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

read more

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

read more

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

read more

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

read more

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

listen now

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

read more

Podcast

Long Term Care: What You Need 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

listen now

Webinar

Mercer Advisors Capital Markets Update and Outlook: October 2019

Doug Fabian, Donald Calcagni, Drew Kanaly,

Oct 23, 2019

watch webinar

Article

The Rise of Socially Responsible Investing

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

Donald Calcagni,

Sep 5, 2019

read more

Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton,

Sep 5, 2019

read more

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

read more

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

read more

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

read more

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

read more

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

watch webinar

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

read more

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

read more

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

read more

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

read more

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

read more

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

read more

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

read more

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

listen now

Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick,

May 21, 2019

read more

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

listen now

Video

Learn From Women Who Get It

Empowering women and their financial journey.

Mercer Advisors,

Mar 1, 2019

watch video

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

read more

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

watch webinar

Article

The Power of Your Financial Plan

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

Laura Combs,

Mar 1, 2019

read more

Article

Six Ways to Teach Your Daughter About Money

Tips to help your daughter learn good money habits.

Jessica Caruso, CFP®,

Mar 1, 2019

read more

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

read more

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

listen now

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

read more

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

watch webinar

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

listen now

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

read more

Podcast

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

listen now

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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

The Post-Election Market Update Podcast

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

Doug Fabian,

Nov 13, 2018

listen now

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

listen now

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

listen now

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

listen now

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

listen now

Podcast

Market Scoreboard for the First Half of 2018

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

Doug Fabian,

Jul 5, 2018

listen now

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,

May 25, 2018

listen now

Podcast

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

listen now

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

listen now

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

listen now

Podcast

More Volatility Ahead

How did the markets perform Q1 2018?

Doug Fabian,

Mar 2, 2018

listen now

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,

Feb 14, 2018

listen now

Podcast

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

listen now

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

listen now

Podcast

The Power of a Financal 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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

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,

Jul 19, 2018

listen now

Podcast

What You Should Know About 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

listen now

Podcast

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

listen now

Podcast

Why you Should Own Stocks – with 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

listen now

Podcast

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

listen now

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

listen now

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

listen now

Podcast

Taxes and 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

listen now

Podcast

The Last Great Tax Shelters Podcast

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

Doug Fabian,

Apr 27, 2018

listen now

Podcast

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

listen now

Podcast

What You Need To Know About Your 401(k) Podcast

Doug Fabian,

Apr 28, 2018

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

Market Update & Outlook with Don Calcagni

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

Doug Fabian,

Apr 24, 2018

listen now

Podcast

How to Get Retirement Ready 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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

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

listen now

Podcast

Guide to Taxes Podcast

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

Doug Fabian,

Mar 16, 2018

listen now

Podcast

Asset Allocation Basics Podcast

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

Doug Fabian,

Feb 6, 2018

listen now

Podcast

Investing In The Equity and Fixed Income Markets

Doug Fabian,

Jan 9, 2018

listen now

Podcast

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

listen now

Podcast

Balance Sheet Basics – See Where You’re Going

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

Doug Fabian,

Nov 17, 2017

listen now

Podcast

Financial Goal Setting

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

Doug Fabian,

Nov 17, 2017

listen now

Podcast

The Formulas to Achieve Economic Freedom

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

Doug Fabian,

Nov 14, 2017

listen now

Podcast

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

listen now

Podcast

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

listen now

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

read more

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

read more

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,

Feb 27, 2018

read more

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,

Mar 27, 2018

read more

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

read more

Article

Should Investors Own Bitcoin?

What is Bitcoin and should you invest in it?

Doug Fabian,

Jan 15, 2018

read more

Article

How Might Markets React to a Trump Impeachment?

Impeachment or not, the markets weather the storm.

Doug Fabian,

Jan 15, 2018

read more

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,

Nov 13, 2017

read more

Article

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

read more

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

read more

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

read more

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

read more

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

watch webinar

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

read more

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,

Aug 24, 2018

read more

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

watch webinar

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

read more

Article

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

read more

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,

Jun 8, 2018

read more

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 Langston, Ben Kautz,

May 9, 2018

watch video

Talk to Us.