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Gain clarity on common investments vehicles and how they may impact your long-term goals.

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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

Q1 Capital Markets Update: Bright Spots Amid COVID-19 Clouds

We put the current market volatility in perspective and answer clients’ questions about what’s next.

Mercer Advisors,

Apr 30, 2020

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Article

First Quarter 2020 Update on the Markets

Doug Fabian, Donald Calcagni,

May 13, 2020

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Podcast

Mercer Advisors Capital Markets Update and Outlook: January 2020

Donald Calcagni, Doug Fabian, Drew Kanaly,

Jan 29, 2020

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Webinar

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

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

Do Women Make Better Investors – with Laura Cuber

Are women better investors than men? Find out how gender-based investing may impact you.

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 2019

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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

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

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

Why you Should Own Stocks – with Apollo Lupescu

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian,

Jun 8, 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

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

Investing In The Equity and Fixed Income Markets

Doug Fabian,

Jan 9, 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,

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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