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Happy Earth Day 2020

April 22 is Earth Day. As we celebrate Earth Day, consider whether the time has come for you to incorporate sustainable investing principles into your portfolio. Almost half of all investors are interested in sustainable investing. Recent research suggests investors do not necessarily need to sacrifice returns when they make investments in portfolios that prioritize […]

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Is Gold A Good Safe Haven?

A few clients have called recently to ask us whether gold is a good place to invest. They are understandably looking for a safe haven where they can hide from coronavirus-induced market turmoil. Unfortunately, despite its glittering reputation, gold has a somewhat tarnished long-term record that makes it far from an ideal safe haven. Over […]

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Is Your Money Really Safe At The Bank?

The 2008 financial meltdown definitely changed how we look at bank safety. It’s understandable that several clients are calling lately to ask us how safe their money really is at their banks. So let’s review the basics of banking safety. Your insured deposits are protected for up to $250,000 by the Federal Deposit Insurance Corporation (FDIC).  The FDIC, in turn, […]

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It’s A Great Time To Fund A Roth IRA

If you haven’t seen it yet, take a moment to peruse Kimberly Lankford’s recent article for AARP on “Why You Should Have a Roth IRA During Turbulent Times.” Kim interviewed Mari Adam last week about how a Roth IRA is one of the most versatile and valuable savings accounts around. And despite the market turbulence, […]

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The Market’s Down: Should You Make Changes To Your 401(k)?

Yes, the market is down. A lot. One of the most common questions we’re getting from clients is what they should do with their 401(k) contributions and investments. You have several choices. Here’s a rundown of the pros and cons of each. Option #1. Stay the course As hard as it may be to stomach […]

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What Investors Should Do Now

We wanted to share with you an important message from Donald A. Calcagni, Chief Investment Officer at Mercer Advisors, to help answer questions you may have about the recent market volatility: At Mercer Advisors, we’re committed to keeping you informed on current events and how they relate to your long-term Economic FreedomTM. On Monday, US […]

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Quote Of The Week: The Fastest Bear Market Ever

“Historically, it takes an average of eight months to enter a bear market. This time it took less than one month—the fastest ever.” Jeffrey Kleintop, CFA,Chief Global Investment Strategist – Charles Schwab & Co, Inc., “Who fueled the fastest bear market ever?,” March 16, 2020  

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Keep Your Cool As Market Heats Up

If you’ve invested long enough, you know that market turbulence is an unfortunate fact of life. But knowing that doesn’t always make it easier to take. So here’s a quick reminder that may put your mind at ease. Most investors withdraw only a small percentage of their portfolio each year. For people in the early stages […]

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Market Turbulence? Here’s How To Make Lemonade Out Of The Market’s Lemons

Market turbulence can be hard to deal with, but we know that market pullbacks are a normal and unavoidable part of investing, especially over the shorter-term. Unfortunately, no one can predict or control the market, and trying to eliminate market volatility can cause you to miss out on the generous long-term growth that market investments […]

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Digital 401(k) Statements Save Trees, But You Still Have To Read Them

Most employers nowadays are eco-friendly. Instead of mailing you a quarterly 401(k) statement, like they did in the old days, they email the statement to you or make it available to you digitally through a workplace portal. We’re all for saving trees. But, any statement, whether emailed or paper, doesn’t do you any good if […]

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