Investing
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?
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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?
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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.
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First Quarter 2020 Update on the Markets
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Market Impacts from Coronavirus and Oil Price Wars
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The Rise of Socially Responsible Investing
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Do Women Make Better Investors – with Laura Cuber
Are women better investors than men? Find out how gender-based investing may impact you.
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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.
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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?
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The Post-Election Market Update Podcast
The 2018 mid-term elections and the impact on your investment portfolio.
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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.
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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.
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Your Financial Market Update
How were the markets doing up to Q3 2018? What were potential headwinds and tailwinds for the rest of 2018?
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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.
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Unwinding A Highly Concentrated Position in Equities
What are the most important components to achieve your financial goals - not the stock market or investing.
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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.
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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.
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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.
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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.
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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?
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Market Scoreboard for the First Half of 2018
How did the markets perform in the first half of 2018?
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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?
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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.
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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.
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Factor Investing with Don Calcagni – Part 1
Hear about how low unemployment and strong economic growth were tailwinds in 2017.
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Market Update & Outlook with Don Calcagni
Hear about how low unemployment and strong economic growth were tailwinds in 2017.
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Market Update, Best Money Practices, Action Steps
Why proper asset allocation is crucial to your investment success, particularly during market volatility.
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Tariffs, rate hikes and other market drivers
During the first half of 2018 there was plenty of market volatility. How should you respond?
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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.
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More Volatility Ahead
How did the markets perform Q1 2018?
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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?
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Asset Allocation Basics Podcast
Are your assets diversified? Learn how to determine asset allocation that's right for you.
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