Portfolio Management

Discover the science behind investing and how to match your investments to your goals and objectives.

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Are We on the Cusp of a Second Great Depression?

The Great Depression was the greatest economic calamity in American history. Is history about to repeat itself?

Donald Calcagni

Donald Calcagni,

Apr 9, 2020

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Article

What to do With Excess Cash: The Hunt for Yield

Interest rates are at historic lows, but there are options to find a better return for your excess cash.

Donald Calcagni

Donald Calcagni,

Apr 23, 2020

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Article

How to Strengthen Your Financial Plan During a Pandemic

Eight actions you can take to ensure your financial plan survives these times and comes out stronger on the other side.

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Jessica Caruso, CFP®,

Apr 30, 2020

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Article

What’s the Likelihood of a State Filing for Bankruptcy?

For investors who own municipal bonds and are worried about state bankruptcies, find out why this is an unlikely option.

Donald Calcagni

Donald Calcagni,

Apr 30, 2020

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Article

Investing for Retirement Income in a Low-Yield World

Long-term planning is key to managing retirement income, even in low interest rate environments.

Donald Calcagni

Donald Calcagni,

May 7, 2020

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Article

First Quarter 2020 Update on the Markets

Doug FabianDonald Calcagni

Doug Fabian, Donald Calcagni,

May 13, 2020

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Podcast

How to Best Invest Your Wealth

When it comes to life savings, investors should make investment decisions based on financial science, not emotion.

Donald Calcagni

Donald Calcagni,

May 28, 2020

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Article

5 Key Financial Challenges to Navigate During COVID-19

Most everyone has been impacted by COVID-19 in some way. Here are 5 tips to help navigate financial challenges.

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Mari Adam,

Apr 22, 2020

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Article

What’s Happening in the Oil Market?

For the first time in history, the price of a barrel of oil has gone negative. What should investors make of this?

Donald Calcagni

Donald Calcagni,

Apr 22, 2020

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Video

Keeping Q1 Market Returns in Context

During volatile markets, it’s tempting to focus on the short-term results over your long-term strategy—but don’t be tempted.

Donald Calcagni

Donald Calcagni,

Apr 17, 2020

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Article

To Infinity and Beyond: The Fed, Inflation, and Gold

The federal government is on the cusp of passing the largest fiscal stimulus package in U.S. history. What does this mean for inflation and gold?

Donald Calcagni

Donald Calcagni,

Mar 27, 2020

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Article

Using Losses to Lower Your Taxes

Tax loss harvesting can help turn your investment losses into a benefit with lower taxes.

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Kara Duckworth,

Mar 27, 2020

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Article

Science of Fear and Staying Calm in Volatile Times

How can you avoid making irrational decisions during this crisis? Behavioral finance techniques can help you avoid common traps.

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David Haman, David Askew,

Mar 27, 2020

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Article

Mercer Advisors Capital Markets Update and Outlook: January 2020

Donald CalcagniDoug FabianAvatar

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 29, 2020

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Webinar

Is Now the Time to Overweight Real Estate?

Donald Calcagni

Donald Calcagni,

Dec 19, 2019

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Article

The Rise of Socially Responsible Investing

Donald CalcagniDoug Fabian

Donald Calcagni, Doug Fabian,

Dec 17, 2019

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Podcast

It’s a Bull Market, Do I Sell?

“Wait it out” or “cash it out” are often common thoughts during these market highs and lows. But while capturing gains may be top of mind, more important is rebalancing your portfolio.

Donald Calcagni

Donald Calcagni,

Dec 2, 2019

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Article

What’s Going on with the Repo Market?

The repo market is a critical resource for large businesses and the global financial system. In fact, volatility in the repo market can impact Fed policy.

Donald Calcagni

Donald Calcagni,

Sep 26, 2019

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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.

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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.

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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.

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Dane Sauer,

May 21, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

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Jennifer Baick,

May 21, 2019

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Article

January 2019 Capital Markets Outlook

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

Donald CalcagniDoug FabianAvatar

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 30, 2019

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Webinar

Assessing Your Personal Portfolio Management Scorecard

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

Portfolio Management And Steps To Take In A Volatile Market

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

The Post-Election Market Update Podcast

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

Doug Fabian

Doug Fabian,

Nov 13, 2018

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Podcast

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

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

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

Good Things Can Happen in Bad Markets with Don Calcagni

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

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

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

Navigating 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

Factor Investing with Don Calcagni – Part 3

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

Factor Investing with Don Calcagni Q&A – Part 2

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

Factor Investing with Don Calcagni – Part 1

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

Market Update & Outlook with Don Calcagni

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

Asset Allocation Basics Podcast

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

The Formulas to Achieve Economic Freedom

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

Doug Fabian

Doug Fabian,

Nov 14, 2017

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Podcast

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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