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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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

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

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

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

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

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

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

Article

The Power of Your Financial Plan

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

Mar 1, 2019

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

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

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

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

Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton,

Sep 5, 2019

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

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

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

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

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

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

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

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

Article

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

Jeremiah H. Barlow,

Dec 23, 2019

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Article

3 Keys to Retirement Readiness

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

William McNutt,

Jun 9, 2020

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

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

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

Article

Exxon and the End of an Era

What Exxon’s delisting from the Dow Jones means for investors.

Donald Calcagni,

Aug 26, 2020

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

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

Article

What Benchmarking Tells Investors

What benchmarking does and doesn’t tell us about fund manager performance.

Donald Calcagni,

Sep 2, 2020

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Article

Planning for Career Interruptions

COVID-19 has had an outsized (mostly negative) impact on women. A financial plan can give women financial independence.

Mar 26, 2021

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Article

Navigating the Storm

Weekly Markets Update: May 2, 2022

Donald Calcagni,

May 5, 2022

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

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

Article

Market Update – June 3, 2022

Donald Calcagni,

Jun 3, 2022

Article

10 Treasured Financial Lessons from Dad

We heard from Mercer Advisors team members on the wise financial lessons their fathers taught them.

Mercer Advisors,

Jun 7, 2022

Article

How Retirement Account RMDs are Changing

Rules for annual required minimum distributions prevent retirement accounts from accumulating assets indefinitely.

Bryan Strike,

Jun 9, 2022

Article

Market Update – June 13, 2022

Donald Calcagni,

Jun 13, 2022

Article

Market Update – June 17, 2022

Donald Calcagni,

Jun 17, 2022

Article

Market Update – June 24, 2022

Donald Calcagni,

Jun 24, 2022

Article

Implications for Fed Policy and Investors

This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.

Donald Calcagni,

Jul 5, 2022

Article

It’s Not Just a U.S. Problem

This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.

Donald Calcagni,

Jul 5, 2022

Article

What’s Not Causing Today’s High Inflation

This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.

Donald Calcagni,

Jul 5, 2022

Article

So, You Just Received a Financial Windfall

The sudden appearance of a lump sum of money can have significant impacts on your life. Consider how to effectively navigate a financial windfall.

Mercer Advisors,

Jul 11, 2022

Article

Good Riddance to Q2 2022

Q2 2022 Market Commentary

Donald Calcagni,

Jul 14, 2022

Article

Market Update – July 22, 2022

Donald Calcagni,

Jul 25, 2022

Article

Why Now Is a Good Time to Check Your Spending Habits

Nicholas Campbell,

Aug 10, 2022

Article

Retirement Plan Help for Business Owners

Switching to a safe harbor 401(k) or cash balance plan may give business owners more room to grow their own retirement savings along with benefiting their employees.

Jaron Carmichael,

Aug 22, 2022

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