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 […]
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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 […]
Say It Ain’t So! Millennials Turning 40
Hard to believe, but the oldest of the millennials – those born between 1981 and 1996 – are about to turn 40. The generation that some thought would never move out of Mom’s basement is now marching toward middle age. And despite all those earlier concerns, America’s largest living adult generation is doing quite well, thank you. […]
Mercer Advisors Named To Elite Advisor List
Financial Times has named Mercer Advisors to their elite group of Top 300 Registered Investment Advisors once again! The list singles out Registered Investment Advisors with more than $300 million of client assets under management based on their expertise, credentials and client service. Clients need in-depth and tailored advice more than ever, says the Financial Times, as […]
Is A Roth Conversion Right For You? 7 Things You Need To Know
We’ve been talking to several clients about doing a Roth Conversion before year-end. For some people, a Roth Conversion can be a great tax-saving strategy, but for others it could go down as a big mistake. Here’s some of the most common misconceptions about Roth Conversions, and what you absolutely need to know before you […]
Closing The Gender Wealth Gap
Most of us have heard about the gender pay gap. Women on average make 82¢ for each $1.00 earned by white male workers. But there’s an even more serious gender wealth gap. The typical woman has accumulated only 32¢ in wealth for each dollar accumulated by men, says female finance pioneer Sallie Krawcheck, co-founder and CEO […]
Real Estate Winners And Losers: Taking A Closer Look
Like many other investors, you probably own a handful of REITs or real estate mutual funds in your portfolio. Publicly traded real estate, whether packaged inside real estate mutual funds or exchange traded funds (ETFs), has been a perennial investor favorite, offering decent income payouts, good portfolio diversification, inflation protection, and tax benefits. Lately, as […]
Quote Of The Week: What Low Interest Rates Mean For You
The Federal Reserve has pushed interest rates to new lows to fight COVID-19. How do these historically low rates affect your wallet? “Good news, bad news. Borrowers will benefit from the low-rate environment. The 30-year fixed mortgage rate is likely to remain below 4% for the foreseeable future. Auto, home-equity and other consumer loan rates will […]
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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.
