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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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Mercer Advisors’ Scholarships Support Next Generation Women Planners

Mercer Advisors is making news! Mercer Advisors just awarded two 2020 scholarships to students at the University of California, Irvine to support the next generation of financial planning professionals. Allison Cherna and Zoey Zhou were both awarded scholarships to help fund their student careers at the prestigious UCI Paul Merage School of Business. The scholarships […]

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What’s Worse Than Coronavirus? How About a Coronavirus Scam.

As if the spread of Coronavirus isn’t bad enough, clients need to be aware of the rapidly escalating number of Coronavirus scams. What scams are out there? The scams include websites selling fake products, and fake emails, texts and social media posts designed to steal your money and personal information. The emails and posts may […]

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To Go Or Not To Go? Coronavirus Complicates Travel Plans

To Go Or Not To Go? Coronavirus Complicates Travel Plans

One of the most common questions we’re getting from clients this week is how to handle overseas travel they’ve already booked, given the growing threat of Coronavirus. In many cases, they have already paid for or put big deposits down on expensive trips. Should they stay or should they go? We share 6 tips below to help you […]

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Wire Fraud Takes A Bite Out Of Shark Tank Investor’s Fortune

Shark Tank investor and real estate legend Barbara Corcoran recently admitted she fell hard for a classic case of email fraud and ended up losing almost $400,000. The perpetrators researched details of her company, and then submitted an elaborate fake invoice and emails purportedly from key assistants. They convinced Corcoran’s staff to wire the funds […]

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Florida Prepaid College Plan Now Open For Enrollment Until April 30

If you’re looking for an affordable way to lock in college costs for your kids or grandkids, without being affected by the ups and downs of the market, take a good look at the Florida Prepaid College Plan. It’s open for new enrollment until April 30, and is now offering the lowest Prepaid Plan prices in […]

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New Home? Don’t Miss The March 1 Deadline To File For Florida Homestead

Florida residents: There’s an important deadline quickly approaching. If you purchased a new, primary residence in Florida, you have until March 1 to apply for homestead status. Florida residents are entitled to important property tax benefits on their primary and permanent residence, or “homestead.” The Florida Property Tax Exemption for Homesteaded Property provides valuable tax benefits to owners of real property […]

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Coronavirus: Could It Disrupt Spring And Summer Weddings?

The coronavirus is disrupting supply chains across the globe, but the largest U.S. bridal retailer vows that it won’t lead to cancellations of spring and summer weddings. “We know how stressful a delayed order can be to a bride, so I’m here to unequivocally say that every customer will have the dress of her dreams […]

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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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Quote Of The Week: Don’t Give Up On Financial Literacy

“The U.S. ranks 14th in the world when it comes to financial literacy, with just 57% of adults being able to pass a basic financial literacy test.” “What financial advisers must remember is that the vast majority of people need help with the absolute basics of personal finance — bill paying, budgeting, saving, setting aside […]

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