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.
Webinar
Mercer Advisors Capital Markets Update and Outlook: April 2022
Article
The ‘G’ in ESG Investing
Governance scores capture management risks not explicitly contained in traditional financial statements.
Article
The ‘S’ in ESG Investing
Social metrics reflect how well a company treats people. Part two of this series explains how these variables can affect many things, including performance in an investor’s portfolio.
Video
Crisis in Ukraine
Hear from our CIO, Don Calcagni, about the impact the Ukraine crisis and past geopolitical events have had on the markets.
Article
The ‘E’ in ESG Investing
This three-part series will explain how ESG methodology can strengthen investment analysis–we’ll start by exploring the ‘E’ in ESG.
Webinar
Mercer Advisors Capital Markets Update and Outlook: January 2022
Webinar
Mercer Advisors Capital Markets Update and Outlook: October 2021
Article
Q3 Market Commentary
Q3 Market Commentary
Article
The Three Dimensions of Risk: Tolerance, Capacity, & Need
Risk is undoubtedly the most powerful, attention-grabbing four-letter word in finance. Here are three dimensions of risk that can help us make better investment decisions.
Video
Recent Market Sell-Off
Webinar
Mercer Advisors Capital Markets Update and Outlook: July 2021
Article
ESG Investing: What it is and why it matters
Environmental, social, and governance (ESG) investing helps measure an investment’s positive impact on the world. But how can it affect your portfolio?
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.
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.
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.
Article
The Best Strategy for Beating Inflation
What’s the best way to beat inflation? CIO Don Calcagni explores stocks, commodities, gold, and more.
Webinar
Mercer Advisors Capital Markets Update and Outlook: April 2021
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.
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.
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.
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.
Webinar
Mercer Advisors Capital Markets Update and Outlook: January 2021
Our panel provides an outlook on 2021, market valuations and earnings.
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?
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?
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?
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.
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.
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.
Article
Managing a Financial Windfall With SRI
If a recent inheritance or financial windfall doesn’t match your values, socially responsible investing can help.
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.
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.
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?
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?
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.
Webinar
Mercer Advisors Capital Markets Update and Outlook: July 2020
Video
Mercer Advisor’s Approach to Socially Responsible Investing
Video
What is Driving the Market?
Article
How to Best Invest Your Wealth
When it comes to life savings, investors should make investment decisions based on financial science, not emotion.
Podcast
First Quarter 2020 Update on the Markets
Webinar
Mercer Advisors Capital Markets Update and Outlook: April 2020
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.
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?
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.
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?
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?
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.
Webinar
Special Report: A Conversation About Today’s Markets
Podcast
Market Impacts from Coronavirus and Oil Price Wars
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.
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.
Webinar
Mercer Advisors Capital Markets Update and Outlook: January 2020
Article
Is Now the Time to Overweight Real Estate?
Podcast
The Rise of Socially Responsible Investing
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.
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.
Webinar
Mercer Advisors Capital Markets Update and Outlook: October 2019
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.
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.
Article
HSAs, Retirement & Their Tax Advantages
Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.
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.
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.
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.
Article
What’s the Best Way to Invest Money? Stocks, Bonds, Mutual Funds
Factor investing is a great alternative to indexing and active management.
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.
Podcast
Do Women Make Better Investors – with Laura Cuber
Are women better investors than men? Find out how gender-based investing may impact you.
Webinar
January 2019 Capital Markets Outlook
Watch the webinar to gain insights on the state of the US economy and global financial markets.
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.
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?
Podcast
The Post-Election Market Update Podcast
The 2018 mid-term elections and the impact on your investment portfolio.
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.
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.
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.
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.
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?
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.
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?
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.
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.
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.
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.
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.
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.
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?
Podcast
Market Scoreboard for the First Half of 2018
How did the markets perform in the first half of 2018?
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?
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?
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?
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.
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.
Podcast
Factor Investing with Don Calcagni – Part 1
Hear about how low unemployment and strong economic growth were tailwinds in 2017.
Podcast
Market Update & Outlook with Don Calcagni
Hear about how low unemployment and strong economic growth were tailwinds in 2017.
Podcast
Market Update, Best Money Practices, Action Steps
Why proper asset allocation is crucial to your investment success, particularly during market volatility.
Podcast
Tariffs, rate hikes and other market drivers
During the first half of 2018 there was plenty of market volatility. How should you respond?
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.
Podcast
More Volatility Ahead
How did the markets perform Q1 2018?
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?
Podcast
Asset Allocation Basics Podcast
Are your assets diversified? Learn how to determine asset allocation that's right for you.
Article
Should Investors Own Bitcoin?
What is Bitcoin and should you invest in it?
Article
How Might Markets React to a Trump Impeachment?
Impeachment or not, the markets weather the storm.
Podcast
Investing In The Equity and Fixed Income Markets
Talk to Us.