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 […]
Investors aren’t quite sure what they fear the most: inflation or the market. A full 60% of investors claim to be worried about inflation, and 72% say it’s important to protect their portfolio against the effects of inflation. Yet, baby boomer investors surveyed by MFS Investment Management are holding, on average, a whopping 26% of their portfolios in cash, even […]
Everyone knows how low interest rates are right now. That’s why we urge investors to look beyond government bonds and CDs if they need to earn a decent amount of income. Here’s a dramatic illustration of how your income stream would have withered away if you chose to invest only in government bonds over the course of a […]
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.
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