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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

Biden’s Tax Increases Won’t Affect Just the Top 1%

The Biden administration’s proposed corporate tax and capital gains increases will impact millions of U.S, households over time.

Donald Calcagni,

May 25, 2021

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Article

Lessons From My Mom

Hear from the women at Mercer Advisors on the most important money lesson their mom taught them.

Mercer Advisors,

May 24, 2021

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Article

Financial Tips for Out-of-State Moves

Moving to a new state? Here are some financial tips to consider as you navigate this big change.

Mercer Advisors,

May 24, 2021

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Article

American Families Plan: What’s the Potential Impact?

Last month, President Biden proposed the American Families Plan which may bring significant tax changes. Here are some key proposals we’re tracking.

Jeremiah H. Barlow,

May 24, 2021

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Video

Does Gold Really Hedge Inflation?

Is gold the reliable hedge against inflation that many claim? The past 40 years of data suggests it isn't.

Donald Calcagni,

May 18, 2021

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Video

Inflation just hit 4.2%. Should you be worried?

Inflation is up 4.2% and this has caused some nervousness, but details matter. Listen to hear our thoughts on inflation and how best to hedge against it.

Donald Calcagni,

May 12, 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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