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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: January 2021

Our panel provides an outlook on 2021, market valuations and earnings.

Donald Calcagni, Drew Kanaly, Doug Fabian,

Jan 27, 2021

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Article

GameStop: Making Sense of it All

The rise in GameStop this past week has been eye-popping. However, fundamentals still determine the long-term viability of any business.

Donald Calcagni,

Feb 1, 2021

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Article

5 Ways to Align Your Insurance and Wealth Planning

Insurance is vital to protecting your financial future. Learn how to align your insurance and wealth management strategy with help from an advisor.

Terry Bobo,

Jan 21, 2021

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Article

Planning for a Non-Traditional Family (Which Is Probably Yours)

Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.

Kara Duckworth,

Jan 19, 2021

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Article

A Year to Remember: Resilient Markets Overcome Pandemic Panic

The markets rebounded in 2020, reinforcing that a diversified strategy is a sound strategy. With continued low interest rates and a rising national debt, what’s next?

Donald Calcagni, Mari Adam,

Jan 13, 2021

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Article

Democrats Won the Senate. Now what?

Democrats are now in charge of both the Senate and the House. What can we expect from this blue ripple?

Donald Calcagni,

Jan 12, 2021

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Article

529 Plan Benefits You May Not Know About

529 plans are a popular way to save for college. Here are five benefits you may not know about.

Mari Adam,

Jan 4, 2021

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Article

Estate Planning for Same-Sex Couples

For same-sex couples, estate planning is essential to ensure your hard-earned wealth goes to your loved ones and not someone else.

Albert Zdenek,

Dec 30, 2020

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Article

Should I Invest in Bitcoin?

Bitcoin has again recently dominated the headlines, its rise attracting a fair amount of attention. Should it be considered another asset class?

Donald Calcagni,

Dec 22, 2020

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