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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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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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Quote Of The Week: Explaining The Impact Of Inflation To Clients

“By failing to adequately explain how inflation, compounded over time, significantly reduces spending power, we leave people vulnerable to the false assumption that the income they have today will still be adequate in 10 or 20 years. This is especially dangerous for people living on fixed incomes.” Sarah Newcomb, behavioral economist at Morningstar, “Explaining inflation […]

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Does Gold Really Hedge Inflation?

It’s not your imagination. Prices are going up. You may have heard that inflation numbers came in hotter than expected last month. The Federal Reserve maintains that inflation is “transitory,” meaning it concedes that prices are going up as the economy rebounds after COVID, but does not believe that those price hikes will be repeated […]

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Inflation Just Hit 4.2%. Should You Be Worried?

Recently released year-over-year inflation readings were red-hot, with the consumer price index rising 4.2% over the past 12 months. Should you be worried, or is inflation just a transitory phenomenon, as the Federal Reserve claims? Tune in to hear Mercer Advisors Chief Investment Officer Donald Calcagni break down the inflation results and provide context into […]

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Bottoms Up: Investing In Rare Whiskey, Designer Handbags, And Classic Cars

You already know that residential real estate and the stock market have racked up solid price gains over the past year, but they are far from topping the investment charts. Luxury goods like art, classic cars, and fine wine have set even more ambitious price records, despite the uncertainty caused by the pandemic. In 2020, […]

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Pandemic Silver Lining: Consumers Pay Down Credit Card Debt

The COVID pandemic has created financial distress for many consumers who have lost their jobs, business income, or seen their work hours reduced due to service shutdowns and childcare challenges. But other consumers who have remained unaffected by the pandemic are experiencing a surge in savings. More “consumers are paying down debt and saving more […]

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Quote Of The Week: How COVID Taught Us To Stay Invested

The Wall Street Journal compiled 15 personal finance lessons we can learn from 2020 and the COVID-19 pandemic. Here’s one about the importance of staying invested, even when the market gets rocky. That is advice worth reviewing now as many market indexes are  reaching new highs. While that needn’t mean a pullback is imminent (if […]

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The Blue Ripple: What’s Next After The Georgia Senate Races

Guest Post By Donald Calcagni, CFP®, MST Chief Investment Officer, Mercer Advisors The blue ripple With Georgia’s senate races now behind us, Democrats now control both chambers of Congress and the White House.  The new Senate will be evenly divided between Republicans and Democrats but, by the narrowest possible majority, Democrats will have control given Vice President-elect […]

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2020 – A Year to Remember: Resilient Markets Overcome Pandemic Panic

Still trying to make sense of 2020? Here’s a quick wrap-up of what happened in the investment markets. A year ago, no one could have foreseen the global pandemic poised to plunge the world into the worst crisis in decades, sickening millions, crushing entire industries, and panicking financial markets. To date, almost two million have […]

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