Investing

Having the right investment strategy is essential to meeting your financial goals. Discover key investing insights from our investment strategists, client advisors and CFPs®, including market updates, factor investing, diversification, and more.

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Article

How to Generate Retirement Income

Donald Calcagni,

Sep 24, 2020

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Webinar

How to Invest for Social and Environmental Impact

Judy McNary, Laura Combs, Kristen Comeau,

Sep 23, 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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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

Doug Fabian, Jennifer Baick,

Aug 10, 2020

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Podcast

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

Doug Fabian, Josh DeForest,

Aug 10, 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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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

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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Podcast

First Quarter 2020 Update on the Markets

Doug Fabian, Donald Calcagni,

May 13, 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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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

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

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

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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Podcast

Impact on the Markets from Coronavirus and Oil Price Wars

Donald Calcagni, Doug Fabian, Drew Kanaly,

Mar 10, 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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Webinar

Mercer Advisors Capital Markets Update and Outlook: January 2020

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 29, 2020

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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

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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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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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

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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

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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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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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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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

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

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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Podcast

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

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

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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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

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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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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

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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

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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

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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

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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

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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

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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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

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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

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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Podcast

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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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

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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

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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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

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Podcast

Market Update, Best Money Practices, Action Steps

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

Doug Fabian,

Apr 2, 2018

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Podcast

Tariffs, rate hikes and other market drivers

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

Doug Fabian,

Mar 26, 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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Podcast

More Volatility Ahead

How did the markets perform Q1 2018?

Doug Fabian,

Mar 2, 2018

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Podcast

Market Volatility and Your Next Steps

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

Doug Fabian,

Feb 14, 2018

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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

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Article

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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