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Article

Putting the US-China Trade War in Context: Questions & Answers

Trade negotiations between the United States and China broke down last month – here are some answers so some of the more pressing questions frequently asked.

Donald Calcagni

Donald Calcagni,

Jun 12, 2019

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Webinar

January 2019 Capital Markets Outlook

Watch the webinar to gain insights on the state of the US economy and global financial markets.

Donald CalcagniDoug FabianDrew Kanaly

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 30, 2019

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Podcast

Episode 41: 2018 Market Scorecard and Your Path to Success in 2019

Learn how to use a scorecard to track your investments and put yourself on a path for success in 2019.

Doug Fabian

Doug Fabian,

Jan 4, 2019

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Podcast

Episode 39: Talking Markets with Don Calcagni

How should you deal with market volatility? What can you do to keep market swings in perspective?

Doug FabianDonald Calcagni

Doug Fabian, Donald Calcagni,

Dec 10, 2018

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Podcast

Episode 37: Your Post-Election Market Update

The 2018 mid-term elections and the impact on your investment portfolio.

Doug Fabian

Doug Fabian,

Nov 13, 2018

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Podcast

Episode 35: Volatility Ahead of the Election

Market volatility before elections are normal, but it doesn't mean we have to like it. We examine the markets before the mid-term 2018 elections.

Doug Fabian

Doug Fabian,

Oct 26, 2018

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Podcast

Your Financial Market Update

How were the markets doing up to Q3 2018? What were potential headwinds and tailwinds for the rest of 2018?

Doug Fabian

Doug Fabian,

Oct 4, 2018

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Podcast

Part II, Market Score board for the first half of 2018

It's mid-year 2018 and despite negative news, earning season expectations are better than expected. How may this impact your portfolio?

Doug Fabian

Doug Fabian,

Jul 12, 2018

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Podcast

Market Scoreboard for the First Half of 2018

How did the markets perform in the first half of 2018?

Doug Fabian

Doug Fabian,

Jul 5, 2018

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Podcast

Update: The Market Scoreboard in 2018

Market volatility is back and it's taken a toll on investor confidence. In times likes these, it's important to review and reconnect to your long-term financial goals.

Doug Fabian

Doug Fabian,

May 25, 2018

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Podcast

Market Update, Best Money Practices, Action Steps

Why proper asset allocation is crucial to your investment success, particularly during market volatility.

Doug Fabian

Doug Fabian,

Apr 2, 2018

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Podcast

Tariffs, rate hikes and other market drivers

During the first half of 2018 there was plenty of market volatility. How should you respond?

Doug Fabian

Doug Fabian,

Mar 26, 2018

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Podcast

What should be my focus now?

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Doug Fabian

Doug Fabian,

Mar 16, 2018

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Podcast

More Volatility Ahead

How did the markets perform Q1 2018?

Doug Fabian

Doug Fabian,

Mar 2, 2018

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Podcast

Market Volatility and Your Next Steps

Why are financial markets so volatile right now? Should you change your investment strategy to adapt to these market corrections?

Doug Fabian

Doug Fabian,

Feb 14, 2018

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Podcast

Episode 31: Good Things Can Happen in Bad Markets

Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.

Doug Fabian

Doug Fabian,

Sep 20, 2018

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Podcast

Episode 28: How to Navigate a Stock Market Correction

Having the proper mindset, asset allocation, and portfolio diversification can help your financial plan stay on course, especially during market corrections.

Doug Fabian

Doug Fabian,

Aug 22, 2018

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Podcast

Episode 13: Markets Update & Outlook for 2018

Hear about how low unemployment and strong economic growth were tailwinds in 2017.

Doug Fabian

Doug Fabian,

Apr 24, 2018

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Article

Portfolio Management to Navigate a Stock Market Correction

Financial market corrections are common occurrences, but that doesn't mean they're pleasant. How can you weather through volatile market cycles?

Doug Fabian

Doug Fabian,

Sep 14, 2018

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Article

How Might Markets React to a Trump Impeachment?

Impeachment or not, the markets weather the storm.

Doug Fabian

Doug Fabian,

Jan 15, 2018

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Webinar

October 2018 Capital Markets Update and Investment Management Outlook

Find out where the markets landed at the end of Q3 2018, the return of volatility, and how the US and global economy is growing.

Donald CalcagniDoug FabianDrew Kanaly

Donald Calcagni, Doug Fabian, Drew Kanaly,

Oct 24, 2018

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Webinar

Mercer Advisors Capital Markets Update and Outlook: July 2018

Hear about Q2 2018 market volatility, equity and fixed income returns, and the progress of growth for US and international economies.

Donald Calcagni

Donald Calcagni,

Jul 25, 2018

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