Archive | Company & Community News RSS feed for this section
watering cropped 2 tree growing investment free pixabay

It’s A Great Time To Fund A Roth IRA

If you haven’t seen it yet, take a moment to peruse Kimberly Lankford’s recent article for AARP on “Why You Should Have a Roth IRA During Turbulent Times.” Kim interviewed Mari Adam last week about how a Roth IRA is one of the most versatile and valuable savings accounts around. And despite the market turbulence, […]

Read full story Comments { 0 }
work remote coffee free pixabay

We’re Working Remotely

Due to COVID-19, our physical offices are temporarily closed and our team is working remotely. We are still able to provide you with timely advice and account support. If you would like to speak with an advisor please reach out via phone or email. For more information navigating these recent events, please also visit our resource page.

Read full story Comments { 0 }
lilac bouquest wedding pixabay free

Six Tips For Making Marriage Work After Age 50

Thinking about getting married? If you’re over 50 and considering making your relationship permanent, there’s plenty to consider. Check out Mari’s conversation with journalist Robyn A. Friedman for City & Shore’s Prime magazine about the pros and cons of marriage after 50. Disagreements over money, sex and kids can torpedo second marriages, so follow some […]

Read full story Comments { 0 }
thank you health care professionals

Thank You, Health Care Professionals!

We would like to take a moment to say “Thank You” to all our clients, their families, and community members who are health care professionals and are helping to battle the coronavirus pandemic. We are grateful for your knowledge, expertise and sacrifice!

Read full story Comments { 0 }
mercer scholarships 2020-03

Mercer Advisors’ Scholarships Support Next Generation Women Planners

Mercer Advisors is making news! Mercer Advisors just awarded two 2020 scholarships to students at the University of California, Irvine to support the next generation of financial planning professionals. Allison Cherna and Zoey Zhou were both awarded scholarships to help fund their student careers at the prestigious UCI Paul Merage School of Business. The scholarships […]

Read full story Comments { 0 }
2020-02 CFP Board photo Group

CFP® Professionals: Giving Back To The Profession

Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]

Read full story Comments { 0 }
presidents day 3

Presidents Day Is Monday, February 17, 2020

Don’t forget that Monday, February 17, 2020 is Presidents Day. Our office will be closed in recognition of the holiday. Banks and financial markets will also be closed. We will reopen on Tuesday, February 18. P.S.  Is it President’s Day, Presidents’ Day, or Presidents Day? If like me, your mom was an English teacher, you’ll want to know. […]

Read full story Comments { 0 }
anthony with balloons 2020

Congratulations, Anthony!

Congratulations to our colleague Anthony LaBrake, CFP®, who just received news that he successfully passed the CFA® Level 1 Exam. That’s the first of three exams required to obtain the Chartered Financial Analyst® designation, regarded as one of the most prestigious and rigorous investment management credentials. The CFA Institute, which oversees the curriculum and testing […]

Read full story Comments { 0 }
women in etfs 2020

Women Leading The Way In Investments

How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors and investment experts, kicking off the Inside ETFs conference in Hollywood, Florida. That’s an annual get-together in Florida that attracts 2,000+ professionals from across the country, who come together every year to learn, network and share the latest ideas in […]

Read full story Comments { 0 }
Image by Pexels from Pixabay house free pixabay

Refinancings Are Booming: Should You Trade-In Your Mortgage For A Newer One?

Interest rates are at rock bottom, pushing mortgage refinancings to a new post-crisis high. Lenders extended over $2.4 trillion in home loans last year, the most since 2006, reports The Wall Street Journal. That’s a positive sign for the economy. People who save money on their mortgage payment are likely to go out and spend that […]

Read full story Comments { 0 }