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We’re Off To Vegas!

It’s not what you think. We’re not off to catch the shows or try our fortune at poker. It’s actually a major conference for accounting and finance professionals, and we’re heading there to learn what’s new with cutting-edge financial planning strategies and potential tax and estate planning initiatives Congress may have in store for you. We’ll […]

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2nd Quarter Investment Commentary – Blistering Rebound Pushes Stocks Higher

Tailwinds push stock to new highs There is a lot to be happy about, as U.S. stocks finished a strong 2nd quarter at new highs. The benchmark S&P 500 index advanced 8.55% in the second quarter to close up 15.25% year-to-date.¹ Those double-digit gains reflect a powerful economic rebound propelled by consumers rushing to shop, […]

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Quote Of The Week: Connecting With The Next Generation

“59% of investors believe their children and grandchildren should meet their financial advisor by the age of 25.” Spectrem Group, a Chicago-based research firm specializing in wealthy investor psychology and behavior, “$25 Million Plus Investor Report,” April 2021   Does that quote surprise you? The truth is that as many of America’s well-off baby boomers age, their thoughts turn to […]

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How To Protect Your Nest Egg From Inflation

Thank you again to CNN’s Jeanne Sahadi for the chance to talk about how to protect your nest egg from inflation and why there is no age at which you can say, “I don’t need growth.” Today’s budding inflation fears remind us how a well-designed portfolio can help protect us from the effects of rising […]

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Happy Independence Day 2021!

Happy 4th of July! Our offices will be closed Monday, July 5 for the holiday. Enjoy your long weekend celebrating our nation’s independence with your friends and family! Let us know if we can help you on the path to financial independence. We’ll work with you to create a road map to a stress-free financial […]

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Helping Surfside Victims and Families

We’ve all been transfixed by the collapse of Champlain Towers South in Surfside, Florida. Our hearts go out to all those affected by this tragedy and to the courageous first responders who are risking their lives to locate the many missing and injured. We’ve been asked by several clients how they can help the victims. One way is […]

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family grandparents Photo by Patrick Jansen on Unsplash

Mari Talks to CNBC About Why 529 Plans Are a Great Way to Transfer Wealth

Mari spoke with CNBC last week about why 529 plans can be a great way to transfer wealth to younger generations. You may already be familiar with 529 plans as the best way for most American families to save for college. But 529s also have incredible tax advantages that make them ideal for passing on […]

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Father's Day Canva 2021

Happy Father’s Day!

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Congratulations Impact 100 Palm Beach County $100,000 Grant Recipients!

I’m so proud to join with women colleagues in the community to support Impact 100 Palm Beach County! Impact 100 is a group of philanthropic women who have joined together to award $100,000 grants to local 501(c)(3) nonprofit organizations to allow them to launch or expand high-impact initiatives or programs in southern Palm Beach County, […]

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Lessons From My Mom

Those of you who know me well know that I am a firm believer in female empowerment, especially when it concerns financial literacy and women taking an active role in money decisions.  That’s why I have to share with you the attached article that I helped put together for my new firm, Mercer Advisors, for Mother’s […]

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