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Equity Compensation Part 3: Managing Concentrated Stock Risk

Aug 10, 2020

Knowledge, Guidance, and Inspiration for Your Journey.

Achieving your financial dreams and finding peace of mind. That’s economic freedom! In order to achieve it, it’s important to understand what it looks like, what it feels like, and what you must do to get there. Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 35 years of helping clients reach their financial goals.

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Equity Compensation Part 3: Managing Concentrated Stock Risk

Aug 10, 2020, Investing, Investing, Insights

Equity Compensation Part 2: How Different Plans Work

Aug 10, 2020, Investing, Investing, Insights

Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan

Aug 10, 2020, Investing, Investing, Insights

First Quarter 2020 Update on the Markets

May 13, 2020, Investing, Investing, Insights

CARES Act Relief Options

May 11, 2020, Financial Planning, Financial Planning, Insights

Market Impacts from Coronavirus and Oil Price Wars

Mar 10, 2020, Investing, Investing, Insights

The Rise of Socially Responsible Investing

Dec 17, 2019, Investing, Investing, Insights

Economic Freedom for Women with Alise Kraus

Oct 11, 2019, Women and Wealth, Women and Wealth, Insights

Funding Long Term Care: What To Know

Sep 26, 2019, Retirement, Retirement, Insights

Financial Mistakes: The Dumb Things People Do With their Money

Jun 3, 2019, Financial Planning, Financial Planning, Insights

How To Choose A Financial Advisor

May 31, 2019, Financial Planning, Financial Planning, Insights

Do Women Make Better Investors – with Laura Cuber

Feb 26, 2019, Investing, Investing, Women and Wealth, Women and Wealth, Insights

Resetting Your Financial Goals for 2019

Jan 11, 2019, Financial Planning, Financial Planning, Insights

Assessing Your Personal Portfolio Management Scorecard

Jan 4, 2019, Investing, Investing, Insights

How to Financially Prepare for a Successful 2019

Dec 17, 2018, Financial Planning, Financial Planning, Insights

Portfolio Management And Steps To Take In A Volatile Market

Dec 10, 2018, Investing, Investing, Insights

Year-End Tax Planning with Mark Doran Podcast

Nov 27, 2018, Taxes, Taxes, Insights

The Post-Election Market Update Podcast

Nov 13, 2018, Investing, Investing, Insights

When to Sell a Stock, Mutual Fund or ETF

Nov 1, 2018, Investing, Investing, Insights

The Dos and Dont’s of Approaching the Market During Volatile Times

Oct 26, 2018, Investing, Investing, Insights

How to Fund College Without Going Broke with Jamie Block

Oct 19, 2018, Financial Planning, Financial Planning, Insights

The Power of a Financial Plan with Laura Combs

Oct 11, 2018, Financial Planning, Financial Planning, Insights

Your Financial Market Update

Oct 4, 2018, Investing, Investing, Insights

Why Cash Flow Matters – A Podcast

Sep 27, 2018, Financial Planning, Financial Planning, Insights

Good Things Can Happen in Bad Markets with Don Calcagni

Sep 20, 2018, Investing, Investing, Insights

Unwinding A Highly Concentrated Position in Equities

Sep 13, 2018, Investing, Investing, Insights

The Pros and Cons of the Highly Concentrated Position

Sep 6, 2018, Investing, Investing, Insights

Navigating a Stock Market Correction

Aug 22, 2018, Investing, Investing, Insights

What You Need To Know About Medicare Podcast

Aug 15, 2018, Retirement, Retirement, Insights

Factor Investing with Don Calcagni Q&A – Part 2

Aug 10, 2018, Investing, Investing, Insights

The Journey to Economic Freedom – Are You Where You Want To Be?

Aug 2, 2018, Financial Planning, Financial Planning, Insights

Factor Investing with Don Calcagni – Part 3

Jul 26, 2018, Investing, Investing, Insights

Best Estate Planning Practices & Tips

Jul 19, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights

Part II, Market Scoreboard for the First Half of 2018

Jul 12, 2018, Investing, Investing, Insights

Market Scoreboard for the First Half of 2018

Jul 5, 2018, Investing, Investing, Insights

Financial Retirement Planning: Social Security & Medicare

Jun 25, 2018, Financial Planning, Financial Planning, Insights

Women and Money with Kara Duckworth

Jun 14, 2018, Investing, Investing, Women and Wealth, Women and Wealth, Insights

Why you Should Own Stocks w/ Apollo Lupescu

Jun 8, 2018, Investing, Investing, Insights

The Keys to Wealth Management Podcast

May 31, 2018, Financial Planning, Financial Planning, Insights

Update: The Market Scoreboard in 2018

May 25, 2018, Investing, Investing, Insights

Four Attributes of Successful Investing w/ Don Calcagni

May 9, 2018, Investing, Investing, Insights

Lost Financial Planning Opportunities w/ Drew Kanaly

May 2, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights

Tax Laws for Small Business Owners

Apr 29, 2018, Taxes, Taxes, Insights

Financially Prepare for Retirement Podcast

Apr 29, 2018, Retirement, Retirement, Insights

5 Best 401(k) Practices & Tips: What To Know

Apr 28, 2018, Retirement, Retirement, Insights

Factor Investing with Don Calcagni – Part 1

Apr 27, 2018, Investing, Investing, Insights

The Last Best Tax Shelters Podcast

Apr 27, 2018, Taxes, Insights

Market Update & Outlook with Don Calcagni

Apr 24, 2018, Investing, Investing, Insights

Rebooting Your Financial Goals for 2018

Apr 22, 2018, Financial Planning, Financial Planning, Insights

Guide to Insurance Policies Podcast

Apr 12, 2018, Financial Planning, Financial Planning, Insights

Market Update, Best Money Practices, Action Steps

Apr 2, 2018, Investing, Investing, Insights

Tariffs, rate hikes and other market drivers

Mar 26, 2018, Investing, Investing, Insights

Estate Planning Basics Podcast

Mar 20, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights

Guide to Taxes Podcast

Mar 16, 2018, Taxes, Insights

What Should Be My Focus Now?

Mar 16, 2018, Investing, Investing, Insights

More Volatility Ahead

Mar 2, 2018, Investing, Investing, Insights

Market Volatility and Your Next Steps

Feb 14, 2018, Investing, Investing, Insights

Asset Allocation Basics Podcast

Feb 6, 2018, Investing, Investing, Insights

Investing In The Equity and Fixed Income Markets

Jan 9, 2018, Investing, Investing, Insights

Prepare For Impact

Jan 8, 2018, Taxes, Taxes, Insights

Building Your Spending Plan

Jan 7, 2018, Financial Planning, Financial Planning, Insights

Financial Goal Setting

Nov 17, 2017, Financial Planning, Financial Planning, Insights

Balance Sheet Basics: What Is It, Why Need It?

Nov 17, 2017, Financial Planning, Financial Planning, Insights

The Formulas to Achieve Economic Freedom

Nov 14, 2017, Financial Planning, Financial Planning, Insights

The Five Principles of Finance

Nov 14, 2017, Financial Planning, Financial Planning, Insights

How to Achieve Economic Freedom

Nov 7, 2017, Financial Planning, Financial Planning, Insights

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Doug Fabian

For more than three decades, Doug Fabian, has been helping investors find their next step to achieving their financial goals. Doug’s personal journey in finance began when he went to work for his father’s investment publishing firm as a research analyst. The mission of their publication was to educate readers about no-load mutual funds. Doug moved from research and editorial, to marketing and ultimately to public speaking and radio – where he found his passion for educating others about money. Doug has helped and motivated scores of individuals to set a plan in place to achieve their unique financial goals.

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Mercer Advisors

Mercer Advisors is one of the country’s first, planning-focused independent registered investment advisory firms. We provide holistic planning, including customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services. We’re here to help you through every stage of your financial journey

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Wealth coaching.

Wealth Coaching is a complimentary phone consultation with an advisor designed to assess your financial situation and formulate the next steps in your journey toward economic freedom. There is no cost or obligation.