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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Article

Prepare for Natural Disasters by Planning Ahead

You can’t predict a natural disaster, but having the right coverage and paperwork helps ensure your assets are protected.

Kara Duckworth

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.

Ron SharonWilliam Nelson

Ron Sharon, William Nelson,

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

Michael Snider,

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

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

Donald Calcagni,

Sep 5, 2019

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Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton

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

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

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

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

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

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

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

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

Irina Polyakova, CPA,

Mar 1, 2019

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Podcast

Episode 43: Do Women Make Better Investors?

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

Doug FabianLaura Cuber, CFP®

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 2019

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Article

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

Dane Sauer,

Feb 19, 2019

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Podcast

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

Doug Fabian,

Jan 11, 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

Kara Duckworth,

Mar 1, 2019

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Podcast

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Jeremiah H. Barlow,

Jun 8, 2018

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