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Reducing Portfolio Risk and Managing Volatility

Reducing Portfolio Risk and Managing Volatility

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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Don Calcagni

Investing For Retirement Income In A Low-Yield World

Guest Blog By Donald Calcagni, CFP®, MST, Chief Investment Officer Mercer Advisors Summary With interest rates at historic lows, investors are wondering how to generate retirement income. Despite low rates, there’s no need for investors to recklessly chase yields in high-risk asset classes. There’s a better way, one that focuses on your lifestyle, your legacy, and your […]

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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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