Wealth Management

True wealth management requires a holistic approach. Gain insights to help you define and shape the total picture of your financial life.

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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,

Apr 9, 2020

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Article

COVID-19 Relief Aid for Individuals: What You Need to Know

Learn more about how the $2.2 trillion federal Coronavirus Aid, Relief, and Economic Security (CARES) Act is bringing financial help for individuals affected by the COVID-19 crisis.

Mercer Advisors,

Apr 10, 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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Article

First Quarter 2020 Update on the Markets

Doug Fabian, Donald Calcagni,

May 13, 2020

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Podcast

Now is the Best Time for Gifting

Now may be the best time to review your gifting strategy due to these three factors.

Jeremiah H. Barlow,

May 14, 2020

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Article

Why Now is the Best Time to Gift to Your Loved Ones

Jeremiah H. Barlow,

May 14, 2020

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Webinar

Tax Strategies in Today’s Environment: Roth IRA Conversions

Jeremiah H. Barlow,

May 28, 2020

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Webinar

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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Article

Tax Strategies with Roth Conversions

Now is an opportune time to convert your assets into a Roth, providing tax savings for you and your loved ones.

Mercer Advisors,

May 29, 2020

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Article

3 Keys to Retirement Readiness

Explore key factors to help you feel confident about your retirement.

William McNutt,

Jun 9, 2020

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Article

How to Pay for College During a Pandemic

For families with children starting or in college, COVID-19 poses financial challenges. Learn about available relief.

Dane Sauer,

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’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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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,

Apr 17, 2020

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Article

Relief Act: Benefits for Retirement Accounts

Americans affected by COVID-19 can tap their retirement savings for relief. Learn more in this webinar.

Jeremiah H. Barlow, Kara Duckworth,

Apr 15, 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

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

The Value of a Financial Partner

What do women want from a financial advisor? One of our advisors shares her thoughts.

Jessica Caruso, CFP®,

Mar 9, 2020

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Article

Passing-On Insurance Policies Tax Free

With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.

Alexandra Chambers,

Feb 25, 2020

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Article

A Charitable Trust Extends Stretch IRAs

A charitable trust can stretch out your retirement accounts to benefit your loved ones and favorite charities.

Logan Baker,

Feb 25, 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

New Legislation Impacts Retirement Planning

If you have retirement assets to pass on to your beneficiaries, your estate plan may need to revised

Jeremiah H. Barlow,

Feb 5, 2020

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Article

Special Needs Financial Planning

Families that include people with disabilities need a special financial plan to meet unique challenges.

Christopher Currin,

Feb 5, 2020

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Article

Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs

Jeremiah H. Barlow,

Dec 23, 2019

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Article

Is Now the Time to Overweight Real Estate?

Donald Calcagni,

Dec 19, 2019

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Article

The Rise of Socially Responsible Investing

Donald Calcagni, Doug Fabian,

Dec 17, 2019

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Podcast

End-of-Year Financial Tips

Use these end-of-the-year tips to make sure your financial plan remains on track

Michael Snider,

Dec 3, 2019

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Article

How to Protect Yourself in the Digital World

Learn how to protect your data and online accounts from cyberattacks.

Ron Sharon, William Nelson,

Dec 3, 2019

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Article

Three Tips to Prepare for a Crisis

Now is the time to make sure you have the right coverage and paperwork to ensure your assets are protected.

Kara Duckworth,

Dec 3, 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

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton,

Sep 5, 2019

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Article

Financial Planning for Caretakers of Aging Family

Family caregivers who function as crucial (often invisible) support system for aging family need support too.

Judith Hirotaka,

Sep 5, 2019

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Article

HSAs, Retirement & Their Tax Advantages

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith,

Sep 5, 2019

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Article

Planning for Health Care Costs in Retirement

Before you retire, preparing for health care costs in retirement is critical.

James Todd,

Sep 5, 2019

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Article

Empowering Stay-At-Home Moms with Financial Knowledge

Hear from one of our own advisors about the challenges she faced as a stay-at-home mom while staying engaged with her finances.

Jennifer Baick,

Sep 5, 2019

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Article

The SECURE Act May Bring Big Changes to Retirement

The House SECURE Act brings large, meaningful changes to retirement plan accounts, from age limits for contributions to more annuity options for retirement.

Jeremiah H. Barlow,

Jun 6, 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 Power of Your Financial Plan

A written financial plan can improve your chances of achieving your goals.

Laura Combs,

Mar 1, 2019

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Article

New Tax Laws and Credits That May Impact Your Family

Tax changes that can help your family maximize your tax savings.

Irina Polyakova, CPA,

Mar 1, 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

Asset Manager or Wealth Manager: Is There a Difference?

The answer is yes. Find out which one can help you with your comprehensive wealth management needs.

Dane Sauer,

Feb 19, 2019

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Article

Resetting Your Financial Goals for 2019

The start of a new year is a great time to define a vision and set concrete goals for your financial future.

Doug Fabian,

Jan 11, 2019

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Podcast

Values and Life Lessons for Estate Planning

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Kara Duckworth,

Mar 1, 2019

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Article

How to Financially Prepare for a Successful 2019

As you assess your personal finances, learn five action steps you need to take to achieve your financial goals.

Doug Fabian,

Dec 17, 2018

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Podcast

The Power of a Financal Plan with Laura Combs

Having a proper, well-designed financial plan can change your life. Hear about key elements of a good financial plan and the importance of defining goals.

Doug Fabian,

Oct 11, 2018

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Podcast

The Journey to Economic Freedom – Are You Where You Want To Be?

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian,

Aug 2, 2018

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Podcast

Women and Money with Kara Duckworth

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

Doug Fabian,

Jun 14, 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

The Keys to Wealth Management Podcast

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

Doug Fabian,

May 31, 2018

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Podcast

Four Attributes of Successful Investing w/ Don Calcagni

What are the four attributes you need to be a successful investor? Find out how you can manage your money successfully.

Doug Fabian,

May 9, 2018

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Podcast

Lost Financial Planning Opportunities w/ Drew Kanaly

How do you make sure your critical estate planning documents are in order? What is the benefit of working with a trust company?

Doug Fabian,

May 2, 2018

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Podcast

Guide to Insurance Policies Podcast

Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.

Doug Fabian,

Apr 12, 2018

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Podcast

Estate Planning Basics Podcast

Wondering whether you need an estate plan? Learn what triggers the need for one and where to begin.

Doug Fabian,

Mar 20, 2018

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Podcast

The Five Principles of Finance

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

Doug Fabian,

Nov 14, 2017

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Podcast

How to Achieve Economic Freedom

At Mercer Advisors, we talk a lot about financial goals. How can you achieve them through comprehensive wealth management?

Doug Fabian,

Nov 7, 2017

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Podcast

How to Get Started on Your Path to Economic Freedom

Comprehensive wealth management is key to achieving your financial goals.

Doug Fabian,

Nov 10, 2017

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Article

Asset Protection through Diversification: Revisiting an Old Friend

Diversification offers crucial downside protection during volatile market cycles, helping you protect your wealth and investments.

Donald Calcagni,

Nov 1, 2018

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Article

General Electric: Three Lessons for Advisors, Investors

General Electric (GE) was one of the most admired companies on Wall Street. What happened and how does this impact you?

Donald Calcagni,

Jun 28, 2018

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Article

Can Retirement Trusts Help Protect Beneficiaries?

Appointing beneficiaries is common for retirement assets, and to protect your beneficiaries, you may also want to set up a retirement trust.

Jeremiah H. Barlow,

Jun 8, 2018

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