Wealth Management
True wealth management requires a holistic approach. Gain insights to help you define and shape the total picture of your financial life.
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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Article
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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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
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
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
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
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
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
Why you Should Own Stocks w/ 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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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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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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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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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
The Power of a Financial 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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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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Podcast
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
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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Article
Asset Management vs. Wealth Management: 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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Podcast
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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Article
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
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
The Power of Your Financial Plan
A written financial plan can improve your chances of achieving your goals.
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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 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
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
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
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
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
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
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
How to Protect Yourself in the Digital World
Learn how to protect your data and online accounts from cyberattacks.
William Nelson, Ron Sharon,
Dec 3, 2019
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Article
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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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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Article
Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs
Jeremiah H. Barlow,
Dec 23, 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
Financial Planning for Individuals with Special Needs
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
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
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
Passing-On Insurance Policies Tax Free
With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.
Mercer Advisors,
Feb 25, 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,
Mar 9, 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
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
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
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
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
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
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,
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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Webinar
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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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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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
Weathering COVID’s Impact on Real Estate
Explore options to help shore up lost cash flow from your property investments amid the coronavirus pandemic.
Mark Germain,
Jul 21, 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
7 Financial Planning Tips to Help You Meet Your 2020 Goals
Creating a financial plan can seem daunting, but the current world environment has proved that having a plan in place is more important than ever.
Ben Kautz,
Jul 30, 2020
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Article
Which States Have Inheritance Tax?
Find out which states have inheritance tax, estate tax, or both, and whether you must pay these taxes.
Mercer Advisors,
Aug 21, 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
Wealth-Life Balance: 3 Steps for Women
Need financial peace of mind in volatile times? Build a long-range plan and stick with it.
Kristen Kestel, Mercer Advisors,
Aug 31, 2020
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Article
What Benchmarking Tells Investors
What benchmarking does and doesn’t tell us about fund manager performance.
Donald Calcagni,
Sep 2, 2020
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Article
ESG Investments Join the Mainstream
With Environmental, Social, and Governance Investing, you can achieve a financial return while bringing about positive social or environmental change.
Judy McNary,
Sep 10, 2020
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Article
Reducing Portfolio Risk and Managing Volatility
Learn different approaches to reduce portfolio risk, including hedging, stop losses, and diversification.
Donald Calcagni,
Sep 11, 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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Article
5 Tips for Your College 529 Plan
529 plans are a great tool to save for college tuition. We share 5 tips to help maximize your 529 savings plan.
Mari Adam,
Sep 22, 2020
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Article
3 Factors for Special Needs Financial Planning
Protect your loved ones who have special needs by putting a comprehensive plan in place.
Christopher Currin,
Sep 22, 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, Kristen Comeau,
Sep 23, 2020
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Article
3 Questions to Answer for Solar Energy Use
Judy McNary,
Oct 7, 2020
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Article
10 Tax Tips for 2020 for Individuals and Businesses
Here are the 10 tax tips to help save you money in 2020. It’s not too late to take strategic action to lessen your tax burden.
Daniel Epstein,
Oct 16, 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
Year-End Tax Gifting Strategies
Making year-end donations? Planning ahead and the CARES Act can help your giving have a bigger impact.
Josh DeForest,
Oct 22, 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
2021 Market Outlook
2020 showed us that diversified portfolios can deliver risk reduction and healthy long-term returns. We see glimmers of hope for 2021, but let’s not lose sight of our learnings from 2020.
Donald Calcagni,
Dec 21, 2020
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Article
Estate Planning for Same-Sex Couples
For same-sex couples, estate planning is essential to ensure your hard-earned wealth goes to your loved ones and not someone else.
Albert Zdenek,
Dec 30, 2020
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Article
529 Plan Benefits You May Not Know About
529 plans are a popular way to save for college. Here are five benefits you may not know about.
Mari Adam,
Jan 4, 2021
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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
A Year to Remember: Resilient Markets Overcome Pandemic Panic
The markets rebounded in 2020, reinforcing that a diversified strategy is a sound strategy. With continued low interest rates and a rising national debt, what’s next?
Donald Calcagni, Mari Adam,
Jan 13, 2021
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Article
Planning for a Non-Traditional Family (Which Is Probably Yours)
Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.
Kara Duckworth,
Jan 19, 2021
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Article
5 Ways to Align Your Insurance and Wealth Planning
Insurance is vital to protecting your financial future. Learn how to align your insurance and wealth management strategy with help from an advisor.
Terry Bobo,
Jan 21, 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
How I Navigated The Healthcare System Alone When My Husband Was Diagnosed With Cancer
Women should be in control of their financial situation. Even when navigating the healthcare system.
Kara Duckworth,
Feb 17, 2021
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Article
Mine Your Cash Flow to Build Your Wealth
The secret to building wealth is finding, increasing, and saving your cash flow. Here are some ways to get started.
Albert Zdenek,
Feb 28, 2021
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Article
2020 Pandemic Tax Relief
The Consolidated Appropriations Act (CAA) offers tax benefits for continued pandemic relief for 2020 and beyond.
Daniel Epstein, Matthew McCarthy, CPA,
Feb 28, 2021
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Article
Find More Cash Flow in Your Business
To achieve success with your small business, adopt the CFO mindset and manage your cash flow.
Albert Zdenek,
Feb 28, 2021
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Article
The American Rescue Plan Act: Inflationary largesse or just what the doctor ordered?
While the $1.9 trillion American Rescue Plan Act might fuel inflationary pressures, it just might be the medicine we need to put the pandemic behind us.
Donald Calcagni,
Mar 22, 2021
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Article
What You Need to Know About Inheritance Tax
When a loved one passes away and leaves assets to beneficiaries, those assets may be subject to an inheritance tax, depending on the location of the deceased and their relationship to the inheritor.
Logan Baker,
Mar 23, 2021
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Article
Planning for Career Interruptions
COVID-19 has had an outsized (mostly negative) impact on women. A financial plan can give women financial independence.
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Article
5 Steps to Take Back Control After COVID-19
COVID-19 has changed how many women think about money. Use these 5 steps to take back control of your money.
Mari Adam,
Mar 26, 2021
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Article
Aligning Charitable Giving, Estate, and Tax Planning
Learn how to create a charitable giving strategy that does more for your nonprofit causes.
Mercer Advisors,
Apr 7, 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
Hiring an Estate Planning Attorney
To navigate the complex world of estate laws and taxes, you’ll likely need to hire an estate planning attorney. We’ll help you learn how.
Jeremiah H. Barlow,
May 6, 2021
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Article
Financial Tips for Out-of-State Moves
Moving to a new state? Here are some financial tips to consider as you navigate this big change.
Mercer Advisors,
May 24, 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
Annuities: Good, Bad, or Misunderstood?
Are annuities good or bad? Maybe misunderstood? Learn about some common myths and misconceptions.
Terry Bobo,
Aug 30, 2021
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Article
What to Know About the Child Tax Credit in 2021
Starting in July, millions of American families started receiving a monthly payment as part of their advance child tax credit. Here’s what you should know.
Jamie Block,
Aug 30, 2021
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Article
The Three Dimensions of Risk: Tolerance, Capacity, & Need
Risk is undoubtedly the most powerful, attention-grabbing four-letter word in finance. Here are three dimensions of risk that can help us make better investment decisions.
Donald Calcagni,
Oct 11, 2021
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Article
2021 Market Review & 2022 Outlook
Uncertainty around fiscal stimulus, valuations, interest rates, and inflation will present challenges in 2022.
Donald Calcagni,
Jan 28, 2022
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Article
The Ukraine Crisis: Three Lessons for Investors
Three timeless lessons investors would be wise to consider during the geopolitical crisis.
Donald Calcagni,
Mar 14, 2022
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Article
Strategies for the Professional Pause
A woman may put her professional life on hold for full-time parenting, but she’ll still have financial choices to make during this hiatus.
Emily Messegee,
Mar 16, 2022
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Article
The ‘S’ in ESG Investing
Social metrics reflect how well a company treats people. Part two of this series explains how these variables can affect many things, including performance in an investor’s portfolio.
Judy McNary,
Mar 16, 2022
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Article
15 Ways to Instill Good Money Habits in Your Children (or Grandchildren)
Over a dozen Mercer Advisors parents let us in on the financial lessons they are practicing with their children.
Mercer Advisors,
Apr 11, 2022
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Article
Navigating the Storm
Weekly Markets Update: May 2, 2022
Donald Calcagni,
May 5, 2022
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Article
Valuable Money Lessons My Mom Taught Me
Hear from women at Mercer Advisors on the most important money lessons their mom taught them.
Mercer Advisors,
May 5, 2022
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Article
Tax Season is Over! Now to Organize Financial Documents
You’ve filed your tax return, phew! Now it’s time to get organized with these guidelines for retaining documents.
Mercer Advisors,
May 11, 2022
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