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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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Podcast

First Quarter 2020 Update on the Markets

Doug Fabian, Donald Calcagni,

May 13, 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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Podcast

The Rise of Socially Responsible Investing

Donald Calcagni, Doug Fabian,

Dec 17, 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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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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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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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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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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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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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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Podcast

Investing In The Equity and Fixed Income Markets

Doug Fabian,

Jan 9, 2018

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