Welcome 2021! Wishing all our clients, friends, and colleagues a New Year that is happy, healthy, prosperous and bright!
Never forget the importance of a diversified portfolio! Wishing all our family, friends, clients and colleagues a joyous and healthy holiday season! Mari, Scott & Austin Mercer Advisors Boca Raton, Florida
Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]
Everyone was masked, we all sat far apart, and it wasn’t your typical concert hall, but it sure was nice to get out of the house and hear exquisite music at the Boca Symphonia’s first live concert of the 2020-2021 season. The program included a selection of works by Corelli, Vivaldi, Walker, and Mozart, under the […]
Mercer Advisors will be celebrating Thanksgiving by closing all offices from Monday, November 23 through Friday, November 27, allowing employees to enjoy time with their families. We will reopen on Monday, November 30. Should you need urgent assistance at any time during the week of November 23, other than the day of Thanksgiving and Friday, […]
Happy Veterans Day to our military and their families, who sacrifice so much to keep our country safe and strong!
We are less than one week away from the elections, and frankly, we’re looking forward to putting this watershed moment behind us. There has been no shortage of commentary in the media, and for background on the elections and what they might mean (or not mean!) we would direct clients to previous articles we’ve posted […]
What a year it has been! Markets hit a new high in February, declined over 30% at the onset of the pandemic, and then went on to stage a dramatic rebound from their March 23 lows with the S&P 500 rallying over 50%. The third quarter again saw the S&P 500 hit new highs. Yet […]
Please join with us in congratulating our Boca Raton colleague Scott Weigel who was married over the weekend to his fiancée Melanie. We wish the couple a lifetime of love and happiness! ❤ Please share your congratulations and best wishes next time you speak with Scott. Best wishes, Scott and Melanie!
Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
Have A Financial Question?
- Reduced RMDs Coming Your Way … But Not Until 2022 November 18, 2020
- Just How Much Will That Luxury Home Cost You? March 10, 2021
- Quote Of The Week: “The Housing Market Is On A Tear” April 8, 2021
- Ready For Retirement? Check Out Our Tips In Business Insider April 13, 2021
- Mari Shares Money Tips With Claremont McKenna College Students April 13, 2021
- Quote Of The Week: U.S. Households Ready To Spend April 12, 2021
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431