Portfolio Management
Discover the science behind investing and how to match your investments to your goals and objectives.
Podcast
The Formulas to Achieve Economic Freedom
How you use budgeting, compounded growth, and asset allocation to grow your wealth.
Doug Fabian,
Nov 14, 2017
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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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Article
Should Investors Own Bitcoin?
What is Bitcoin and should you invest in it?
Doug Fabian,
Jan 15, 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,
Feb 6, 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
More Volatility Ahead
How did the markets perform Q1 2018?
Doug Fabian,
Mar 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
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
Market Update & Outlook with Don Calcagni
Hear about how low unemployment and strong economic growth were tailwinds in 2017.
Doug Fabian,
Apr 24, 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,
Apr 27, 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 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
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,
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,
Aug 10, 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,
Aug 22, 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,
Sep 6, 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,
Sep 13, 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,
Sep 20, 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
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,
Oct 26, 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,
Nov 1, 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,
Nov 13, 2018
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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 Fabian, Donald Calcagni,
Dec 10, 2018
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Podcast
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,
Jan 4, 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 Calcagni, Doug Fabian, Drew Kanaly,
Jan 30, 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
What’s the Best Way to Invest Money? Stocks, Bonds, Mutual Funds
Factor investing is a great alternative to indexing and active management.
Donald Calcagni,
May 21, 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
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
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 Rise of Socially Responsible Investing (SRI)
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
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
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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Podcast
The Rise of Socially Responsible Investing
Donald Calcagni, Doug Fabian,
Dec 17, 2019
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Article
Is Now the Time to Overweight Real Estate?
Donald Calcagni,
Dec 19, 2019
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Webinar
Mercer Advisors Capital Markets Update and Outlook: January 2020
Donald Calcagni, Doug Fabian, Drew Kanaly,
Jan 29, 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.
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
Inflation: The Fed, Unemployment, 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
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,
Apr 9, 2020
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Article
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,
Apr 17, 2020
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Video
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,
Apr 22, 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.
Mari Adam,
Apr 22, 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,
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.
Jessica Caruso, CFP®,
Apr 30, 2020
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Article
Can States File for Bankruptcy
For investors who own municipal bonds and are worried about state bankruptcies, find out why this is an unlikely option.
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,
May 7, 2020
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Podcast
First Quarter 2020 Update on the Markets
Doug Fabian, Donald Calcagni,
May 13, 2020
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Article
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,
May 28, 2020
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Webinar
Mercer Advisors Capital Markets Update and Outlook: July 2020
Donald Calcagni, Doug Fabian, Laura Cuber, CFP®,
Jul 30, 2020
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Article
Battle of the 401(k): Roth vs Traditional?
Is a Roth 401(k) better than the traditional 401(k)?
Christopher Blakely,
Aug 24, 2020
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Article
Exxon and the End of an Era
What Exxon’s delisting from the Dow Jones means for investors.
Donald Calcagni,
Aug 26, 2020
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Article
Does Warren Buffett Suddenly Like Gold?
Buffett recently invested in a large gold mining company. But does this really mean the Oracle of Omaha has changed his tune on gold?
Donald Calcagni,
Aug 28, 2020
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Article
Silver: No Mettle to Fight Inflation
Can silver work as a hedge against inflation and help protect your investment portfolio?
Donald Calcagni,
Sep 21, 2020
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Webinar
How to Invest for Social and Environmental Impact
Our topic for today is how to invest for social and environmental impact. With me is Senior Client Advisor Judy McNary and Managing Director Laura Combs.
Judy McNary, Laura Combs, Kristen Comeau,
Sep 23, 2020
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Article
How to Generate Retirement Income
The Fed expects to leave interest rates near zero through 2023. Generating income can be challenging, but there are some options.
Donald Calcagni,
Sep 24, 2020
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Article
Managing a Financial Windfall With SRI
If a recent inheritance or financial windfall doesn’t match your values, socially responsible investing can help.
Judy McNary,
Oct 21, 2020
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Article
Plan Now for Potential Tax Changes
Taxes are one of life’s certainties, but there’s still time in 2020 to influence how much you’ll pay Uncle Sam.
Jeremiah H. Barlow,
Nov 2, 2020
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Article
Post-Election Commentary: Why the Rising Market?
As 2020 election results have come in throughout this week, one thing that wasn’t expected was the market rally that occurred.
Donald Calcagni,
Nov 6, 2020
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Article
Should I Invest in Bitcoin?
Bitcoin has again recently dominated the headlines, its rise attracting a fair amount of attention. Should it be considered another asset class?
Donald Calcagni,
Dec 22, 2020
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Article
Democrats Won the Senate. Now what?
Democrats are now in charge of both the Senate and the House. What can we expect from this blue ripple?
Donald Calcagni,
Jan 12, 2021
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Article
GameStop: Making Sense of it All
The rise in GameStop this past week has been eye-popping. However, fundamentals still determine the long-term viability of any business.
Donald Calcagni,
Feb 1, 2021
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Article
2020 Was A Good Year for ESG Strategies
2020 was a strong year for ESG-oriented strategies (Environmental, Social, and Governance), helping to solidify ESG as a legitimate approach to portfolio construction and management.
Donald Calcagni,
Feb 25, 2021
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Article
The Best Strategy for Beating Inflation
What’s the best way to beat inflation? CIO Don Calcagni explores stocks, commodities, gold, and more.
Donald Calcagni,
Apr 30, 2021
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Article
Biden’s Tax Increases Won’t Affect Just the Top 1%
The Biden administration’s proposed corporate tax and capital gains increases will impact millions of U.S, households over time.
Donald Calcagni,
May 25, 2021
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Article
ESG Investing: What it is and why it matters
Environmental, social, and governance (ESG) investing helps measure an investment’s positive impact on the world. But how can it affect your portfolio?
Mercer Advisors,
Jun 25, 2021
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