Guest Post By Donald Calcagni, CFP®, MST Chief Investment Officer, Mercer Advisors As 2020 election results have come in throughout this week, one thing that wasn’t expected is the market rally that has occurred. While this has happened for several reasons, it’s helped to remind us why it’s so important to remain diversified and have a long-term […]
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Last Minute Moves Before The Elections
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 […]
How The U.S. Housing Market Is Booming Despite COVID
There’s an amazing transformation going on before our eyes. The U.S. housing market is booming, thanks to record low interest rates and social trends accelerated by the COVID pandemic. Here’s 7 key facts shaping this major industry that you’ll want to factor into your financial planning and share with family members who may be contemplating […]
Markets Poised For The Final Stretch: 3rd Quarter Market Commentary & Outlook
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 […]
The Market Is Rebounding. Why Isn’t That Helping More People?
The COVID-19 pandemic has had a negative impact on many companies and especially on those in industries like travel, retail and hospitality. But the stock market has held up quite well, thank you, rebounding strongly off of its March lows. Why is it, then, that more people are not benefiting from the market’s resilience? One […]
Reducing Portfolio Risk and Managing Volatility
Guest Blog By Donald Calcagni, CFP®, MST Chief Investment Officer Mercer Advisors Reducing Portfolio Risk and Managing Volatility Introduction As I write this, equity valuations are near all-time highs, the federal deficit has tripled to $3.3 trillion, and social unrest is arguably at a level unseen since the late 1960s. And let’s not forget that we’re two […]
The Stimulus Package, Inflation and Gold
Guest Blog By Donald Calcagni, CFP®, MST Chief Investment Officer Mercer Advisors Summary To combat the damage caused by the COVID-19 pandemic, Congress approved earlier this year the largest fiscal stimulus package in U.S. history to provide relief for the economy and businesses. The total price tag for the package is in the neighborhood of $6 trillion […]
Elections & Markets: What should investors do?
Guest Blog By Donald Calcagni, CFP®, MST, Chief Investment Officer Mercer Advisors Summary Every four years, investors are faced with the same questions: “Should we make any portfolio changes given its an election year? And what if the other side wins?” While many would like to believe that one party results in better market returns than the […]
Went To Cash In March? Why You May Regret It Now
It’s harder than you think to time the market. You have to pick the right day to get out. Then you have to pick the right day to get back in. That’s why the pros strongly counsel against it, and advise you instead to start off with the right allocation mix and stick with it […]
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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.
Market and Economic Commentary from Mercer Advisors CIO Donald Calcagni
Are you following the latest developments regarding the market, elections, and possible policy changes that may be just around the corner? Then you’ll want to check out this timely commentary from Donald Calcagni, Chief Investment Officer at Mercer Advisors. Don shares his thoughts regarding the most common concerns raised by clients. For additional insights, we’ve also posted […]