Wealth Management
True wealth management requires a holistic approach, gain insights to help you define and shape the total picture of your financial life.
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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Podcast
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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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, CFP®,
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,
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, CFP®, CDFA®,
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,
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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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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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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