Portfolio Management
Discover the science behind investing and how to match your investments to your goals and objectives.
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.
David Haman, David Askew,
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.
Kara Duckworth,
Mar 27, 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,
Mar 27, 2020
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Article
Mercer Advisors Capital Markets Update and Outlook: January 2020
Donald Calcagni, Doug Fabian, Drew Kanaly,
Jan 29, 2020
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Webinar
Is Now the Time to Overweight Real Estate?
Donald Calcagni,
Dec 19, 2019
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Article
Episode 48: The Rise of Socially Responsible Investing
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,
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,
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,
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,
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,
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,
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,
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,
May 21, 2019
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Article
Using Your Capital Gains for Good
Uncover hidden financial planning opportunities with philanthropy.
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 Calcagni, Doug Fabian, Drew Kanaly,
Jan 30, 2019
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Webinar
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,
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 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,
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,
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,
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,
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,
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,
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,
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,
Mar 16, 2018
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Podcast
More Volatility Ahead
How did the markets perform Q1 2018?
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
Nov 14, 2017
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Podcast
Should Investors Own Bitcoin?
What is Bitcoin and should you invest in it?
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,
Jan 15, 2018
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