Wealth Management
True wealth management requires a holistic approach. Gain insights to help you define and shape the total picture of your financial life.
To Infinity and Beyond: The Fed, Inflation, 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
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
Mercer Advisors Capital Markets Update and Outlook: January 2020
Donald Calcagni, Doug Fabian, Drew Kanaly,
Jan 29, 2020
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Webinar
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
Episode 48: 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
To Max Retirement Savings Think HSA
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
Stocks, Bonds, Mutual Funds: What’s the Best Way to Invest?
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
Episode 43: Do Women Make Better Investors?
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
Episode 42: Time to Reset 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
Episode 40: How to 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
Episode 33: The Power of the Plan
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
Episode 26: 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
Episode 23: Women and Money: The Kara Duckworth Interview
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
Episode 22: Thoughts from the ‘Secretary of Explaining Stuff’
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
Episode 21: The Keys to Wealth Management
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
Episode 20: Key Attributes of a Successful Investor with 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
Episode 19: Lost Planning Opportunities with 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
Episode 11: Insurance Policies and What You Need to Know
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
Episode 10: Estate Planning Basics
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
Episode 2: Unveiling the Real Aspects
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
Episode 1: What’s It All About?
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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