Podcasts

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?

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?

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.

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

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

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

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.

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.

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

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

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

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.

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

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

It's mid-year 2018 and despite negative news, earning season expectations are better than expected. How may this impact your portfolio?

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

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

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.

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

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

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

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

How did the markets perform Q1 2018?

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

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