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.
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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