Portfolio Management

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

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

How did the markets perform Q1 2018?

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

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

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.

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

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

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

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.

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

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

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

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.

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.

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

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

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