Portfolio Management

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Article

The Rise of Socially Responsible Investing

Your investments can reflect your values, ethics and desires for social change. Learn how to invest with purpose.

Donald Calcagni

Donald Calcagni,

Sep 5, 2019

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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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Article

The Benefits of Charitable Giving

Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.

Melanie Guhit

Melanie Guhit,

May 21, 2019

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Article

Stocks, Bonds, Mutual Funds: What’s the Best Way to Invest?

Factor investing is a great alternative to indexing and active management.

Donald Calcagni

Donald Calcagni,

May 21, 2019

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Article

Using Donor-Advised Funds to Give with Intention

Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Article

529 vs Coverdell: Saving for College

It's no secret the costs of attending college are rising. Here are some ways you can start planning for college.

Dane Sauer

Dane Sauer,

May 21, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick

Jennifer Baick,

May 21, 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 36: When to Sell a Stock, Mutual Fund or ETF

Knowing when to sell, or not to sell, a stock, mutual fund, or ETF, can be a difficult decision. Find out how to take emotion out of the equation.

Doug Fabian

Doug Fabian,

Nov 1, 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

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

What should be my focus now?

If you're tempted to adjust your portfolio in a volatile market, listen to this first before making a move.

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 30: Unwinding A Highly Concentrated Position in Equities

What are the most important components to achieve your financial goals - not the stock market or investing.

Doug Fabian

Doug Fabian,

Sep 13, 2018

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Podcast

Episode 29: The Pros and Cons of the Highly Concentrated Position

Learn why having a highly concentrated position, an asset that represents a large portion of your wealth, can be both a blessing and a curse.

Doug Fabian

Doug Fabian,

Sep 6, 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 14c: Revisiting Factor Investing

Factor investing plays an important role in Mercer Advisors' investment strategy. Learn how it can be achieved using a variety of investment vehicles.

Doug Fabian

Doug Fabian,

Jul 26, 2018

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Podcast

Episode 14b: A Factor Investing Q&A

Now that you know the 'why' of factor investing, this episode talks about how it all works.

Doug Fabian

Doug Fabian,

Aug 10, 2018

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Podcast

Episode 14: Using ‘Factor Investing’ to Enhance Your Portfolio

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

Doug Fabian

Doug Fabian,

Apr 27, 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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Podcast

Episode 8: The Most Important Investment Decisions You Will Ever Make

Are your assets diversified? Learn how to determine asset allocation that's right for you.

Doug Fabian

Doug Fabian,

Feb 6, 2018

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Podcast

Episode 3: The Science Behind It

How you use budgeting, compounded growth, and asset allocation to grow your wealth.

Doug Fabian

Doug Fabian,

Nov 14, 2017

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Article

Should Investors Own Bitcoin?

What is Bitcoin and should you invest in it?

Doug Fabian

Doug Fabian,

Jan 15, 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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