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

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

Donald Calcagni,

Apr 9, 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

Donald Calcagni,

Apr 23, 2020

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Webinar

Mercer Advisors Capital Markets Update and Outlook: April 2020

Donald CalcagniDrew KanalyDoug Fabian

Donald Calcagni, Drew Kanaly, Doug Fabian,

Apr 29, 2020

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Podcast

Episode 52: First Quarter 2020 Update on the Markets

Doug FabianDonald Calcagni

Doug Fabian, Donald Calcagni,

May 13, 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

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

Donald Calcagni,

Apr 17, 2020

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Article

To Infinity and Beyond: The Fed, Inflation, 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

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 HamanDavid Askew

David Haman, David Askew,

Mar 27, 2020

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Webinar

Special Report: A Conversation About Today’s Markets

Donald CalcagniKara DuckworthDoug Fabian

Donald Calcagni, Kara Duckworth, Doug Fabian,

Mar 20, 2020

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Podcast

Episode 50: Impact on the Markets from Coronavirus and Oil Price Wars

Donald CalcagniDoug FabianDrew Kanaly

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

Donald Calcagni,

Feb 26, 2020

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Webinar

Mercer Advisors Capital Markets Update and Outlook: January 2020

Donald CalcagniDoug FabianDrew Kanaly

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 29, 2020

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Article

Is Now the Time to Overweight Real Estate?

Donald Calcagni

Donald Calcagni,

Dec 19, 2019

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Podcast

Episode 48: The Rise of Socially Responsible Investing

Donald CalcagniDoug Fabian

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

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

Larry Solomon,

Nov 1, 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

Donald Calcagni,

Sep 26, 2019

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Webinar

Mercer Advisors Capital Markets Update and Outlook: October 2019

Doug FabianDonald CalcagniDrew Kanaly

Doug Fabian, Donald Calcagni, Drew Kanaly,

Oct 23, 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

Donald Calcagni,

Sep 5, 2019

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Article

To Max Retirement Savings Think HSA

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

Frances Smith

Frances Smith,

Sep 5, 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 CalcagniDoug Fabian

Donald Calcagni, Doug Fabian,

Jul 31, 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

Donald Calcagni,

Aug 15, 2019

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Article

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

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

Donald Calcagni

Donald Calcagni,

Jun 12, 2019

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Article

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

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

Donald Calcagni

Donald Calcagni,

May 21, 2019

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Webinar

Mercer Advisors Capital Markets Update and Outlook: April 2019

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

Donald CalcagniDoug FabianLaura Combs

Donald Calcagni, Doug Fabian, Laura Combs,

Apr 24, 2019

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Podcast

Episode 43: Do Women Make Better Investors?

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

Doug FabianLaura Cuber, CFP®

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 2019

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Webinar

January 2019 Capital Markets Outlook

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

Donald CalcagniDoug FabianDrew Kanaly

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 30, 2019

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Podcast

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

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

Doug Fabian

Doug Fabian,

Jan 4, 2019

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Podcast

Episode 39: Talking Markets with Don Calcagni

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

Doug FabianDonald Calcagni

Doug Fabian, Donald Calcagni,

Dec 10, 2018

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Podcast

Episode 37: Your Post-Election Market Update

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

Doug Fabian

Doug Fabian,

Nov 13, 2018

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Podcast

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

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

Doug Fabian

Doug Fabian,

Nov 1, 2018

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Podcast

Episode 35: Volatility Ahead of the Election

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

Doug Fabian

Doug Fabian,

Oct 26, 2018

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Podcast

Your Financial Market Update

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

Doug Fabian

Doug Fabian,

Oct 4, 2018

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Podcast

Part II, Market 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

Doug Fabian,

Jul 12, 2018

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Podcast

Market Scoreboard for the First Half of 2018

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

Doug Fabian

Doug Fabian,

Jul 5, 2018

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Podcast

Update: The Market Scoreboard in 2018

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

Doug Fabian

Doug Fabian,

May 25, 2018

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Podcast

Market Update, Best Money Practices, Action Steps

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

Doug Fabian

Doug Fabian,

Apr 2, 2018

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Podcast

Tariffs, rate hikes and other market drivers

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

Doug Fabian

Doug Fabian,

Mar 26, 2018

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Podcast

What Should Be My Focus Now?

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

Doug Fabian

Doug Fabian,

Mar 16, 2018

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Podcast

More Volatility Ahead

How did the markets perform Q1 2018?

Doug Fabian

Doug Fabian,

Mar 2, 2018

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Podcast

Market Volatility and Your Next Steps

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

Doug Fabian

Doug Fabian,

Feb 14, 2018

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Podcast

Episode 31: Good Things Can Happen in Bad Markets

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

Doug Fabian

Doug Fabian,

Sep 20, 2018

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Podcast

Episode 30: Unwinding A Highly Concentrated Position in Equities

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

Doug Fabian

Doug Fabian,

Sep 13, 2018

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Podcast

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

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

Doug Fabian

Doug Fabian,

Sep 6, 2018

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Podcast

Episode 28: How to Navigate a Stock Market Correction

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

Doug Fabian

Doug Fabian,

Aug 22, 2018

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Podcast

Episode 23: Women and Money: The Kara Duckworth Interview

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

Doug Fabian

Doug Fabian,

Jun 14, 2018

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Podcast

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

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

Doug Fabian

Doug Fabian,

Jun 8, 2018

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Podcast

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

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

Doug Fabian

Doug Fabian,

May 9, 2018

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Podcast

Episode 14c: Revisiting Factor Investing

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

Doug Fabian

Doug Fabian,

Jul 26, 2018

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Podcast

Episode 14b: A Factor Investing Q&A

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

Doug Fabian

Doug Fabian,

Aug 10, 2018

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Podcast

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

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

Doug Fabian

Doug Fabian,

Apr 27, 2018

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Podcast

Episode 13: Markets Update & Outlook for 2018

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

Doug Fabian

Doug Fabian,

Apr 24, 2018

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Podcast

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

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

Doug Fabian

Doug Fabian,

Feb 6, 2018

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Podcast

Episode 7: Finding the Keys to Growth

Doug Fabian

Doug Fabian,

Jan 9, 2018

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Article

Portfolio Management to Navigate a Stock Market Correction

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

Doug Fabian

Doug Fabian,

Sep 14, 2018

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Article

Should Investors Own Bitcoin?

What is Bitcoin and should you invest in it?

Doug Fabian

Doug Fabian,

Jan 15, 2018

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Article

How Might Markets React to a Trump Impeachment?

Impeachment or not, the markets weather the storm.

Doug Fabian

Doug Fabian,

Jan 15, 2018

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Article

Asset Protection through Diversification: Revisiting an Old Friend

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

Donald Calcagni

Donald Calcagni,

Nov 1, 2018

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Webinar

October 2018 Markets Update and Investment Management Outlook

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

Donald CalcagniDoug FabianDrew Kanaly

Donald Calcagni, Doug Fabian, Drew Kanaly,

Oct 24, 2018

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Webinar

Mercer Advisors Capital Markets Update and Outlook: July 2018

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

Donald Calcagni

Donald Calcagni,

Jul 25, 2018

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Article

General Electric: Three Lessons for Advisors, Investors

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

Donald Calcagni

Donald Calcagni,

Jun 28, 2018

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