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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.

October 2021 Market Commentary

While many tend to think October is the worst market month, check out our Market Commentary video from Chief Investment Officer Don Calcagni to see how this month is different. Don's insightful perspective on market trends and economic issues may help you prepare for your financial future.

Donald Calcagni,

Nov 10, 2021

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Webinar

Mercer Advisors Capital Markets Update and Outlook: October 2021

Donald Calcagni, Mari Adam, Doug Fabian,

Oct 28, 2021

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Article

Q3 Market Commentary

Q3 Market Commentary

Donald Calcagni,

Oct 15, 2021

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Article

Preparing for the Impact of President Biden’s Tax Plan on Estate Planning

If you or a loved one have a sizeable estate, act now to revisit your plans ahead of proposed tax changes.

Bryan Strike,

Oct 11, 2021

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Article

The Three Dimensions of Risk: Tolerance, Capacity, & Need

Risk is undoubtedly the most powerful, attention-grabbing four-letter word in finance. Here are three dimensions of risk that can help us make better investment decisions.

Donald Calcagni,

Oct 11, 2021

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Article

8 Ways 2021 Taxes May Be Different

From unemployment income to RMDs, many people will have new taxable events affecting their 2021 returns.

Jennifer Baick,

Oct 11, 2021

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Video

September Market Commentary

September was an attention-grabbing month: interest rates picked up, inflation turned out to be more persistent than expected, and the tug of war between value and growth stocks continued. Hear more about these events and what it may mean for your portfolio going forward.

Donald Calcagni,

Oct 4, 2021

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Video

Recent Market Sell-Off

Donald Calcagni,

Sep 20, 2021

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Article

Medicare Deadlines Are Soon – What You Should Know

If you’re nearing age 65, you need to have a plan for Medicare – even if you’re still working. Learn about Medicare and why it’s critical that you don’t miss enrollment deadlines.

David Haman,

Aug 30, 2021

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