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Wealth Management Insights & Financial Tips

Get wealth management tips on financial planning, investment strategies, estate and tax planning through articles, podcasts, videos, and webinars.

Mercer Advisors Capital Markets Update and Outlook: April 2021

Donald Calcagni, Drew Kanaly, Doug Fabian,

Apr 28, 2021

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Article

Hiring an Estate Planning Attorney

To navigate the complex world of estate laws and taxes, you’ll likely need to hire an estate planning attorney. We’ll help you learn how.

Jeremiah H. Barlow,

May 6, 2021

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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.

Donald Calcagni,

May 1, 2021

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Article

The Best Strategy for Beating Inflation

What’s the best way to beat inflation? CIO Don Calcagni explores stocks, commodities, gold, and more.

Donald Calcagni,

Apr 30, 2021

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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.

Donald Calcagni,

Apr 19, 2021

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Article

New Relief Act Brings Tax Changes

Learn why key federal tax reforms and other changes under the Biden administration could be especially significant for women.

Mercer Advisors,

Apr 14, 2021

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Article

How Career Paths Can Address Wealth Management’s Talent Shortage

By having a visible, defined career path, your most promising future leaders will be motivated to stay and grow with your firm.

Martine Lellis,

Apr 14, 2021

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Article

Aligning Charitable Giving, Estate, and Tax Planning

Learn how to create a charitable giving strategy that does more for your nonprofit causes.

Mercer Advisors,

Apr 7, 2021

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Article

5 Steps to Take Back Control After COVID-19

COVID-19 has changed how many women think about money. Use these 5 steps to take back control of your money.

Mari Adam,

Mar 26, 2021

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