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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After COVID, How Much Of An Emergency Fund Do You Think You Really Need?
There’s nothing like an honest-to-goodness crisis to to give your emergency preparations a test run. And there’s no doubt that the 2020 COVID pandemic qualifies as one of the most profound crises ever to affect our nation. So now that we’ve lived through almost ten months of the pandemic and we start to see […]
Santa’s Reindeer Beat U.S. Congressmen In Stock Picking Contest
They may have their fingers on the pulse of a nation. But just how well do our elected representatives in the nation’s capital pick winning stocks compared with Santa’s finest? Economists at Dartmouth College and their undergraduate elves compared publicly disclosed stock trades by House and Senate members from January through December 2020. “Members’ picks […]
Post-Election Commentary: Why the Rising Market?
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 […]
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 […]
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 […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
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 […]