Tag Archives | Mercer Advisors
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3rd Quarter Market Commentary

By Donald Calcagni, CFP®, MST, Chief Investment Officer, Mercer Advisors Despite posting strong returns over the summer, global equity markets began to lose steam by the latter half of September. Persistent inflation, debt-riddled Chinese real estate companies, rising interest rates, prospective tax increases, and the startling prospect of a first-ever U.S. debt default all weighed heavily […]

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Worries Abound, But Stocks Notch Sixth Straight Quarter Of Gains In 3rd Quarter

Stocks were weighed down in September by uncertainties over COVID, the debt ceiling, future tax policy, inflation and interest rates, causing them to pull back from early September highs. The large-cap S&P 500 stock index ended down for the month of September, marking the benchmark’s most challenging month since March 2020. The S&P 500 index […]

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Congratulations To Scott Weigel On Earning His CFP® Certification!

Warm congratulations to our Boca team member Scott Weigel on earning his CERTIFIED FINANCIAL PLANNER™ certification and the right to use the CFP® marks! Scott recently passed the rigorous CFP® Certification Examination and met other requirements needed to earn the certification. We’re thrilled to recognize this significant achievement and Scott’s hard work! What’s involved in becoming a […]

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Does Gold Really Hedge Inflation?

It’s not your imagination. Prices are going up. You may have heard that inflation numbers came in hotter than expected last month. The Federal Reserve maintains that inflation is “transitory,” meaning it concedes that prices are going up as the economy rebounds after COVID, but does not believe that those price hikes will be repeated […]

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Inflation Just Hit 4.2%. Should You Be Worried?

Recently released year-over-year inflation readings were red-hot, with the consumer price index rising 4.2% over the past 12 months. Should you be worried, or is inflation just a transitory phenomenon, as the Federal Reserve claims? Tune in to hear Mercer Advisors Chief Investment Officer Donald Calcagni break down the inflation results and provide context into […]

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Congratulations To Austin Tanner On Earning His CFP® Certification!

Warm congratulations to our Boca team member Austin Tanner on earning his CERTIFIED FINANCIAL PLANNER™ Professional certification and the right to use the CFP® marks! Austin recently passed the CFP® Certification Examination and met other requirements needed to earn the designation. We’re thrilled to recognize this significant achievement and Austin’s hard work! What’s involved in becoming […]

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Quote Of The Week: Thinking About Long Term Care Needs

Have you thought about your future long-term care needs? Roughly half of all Americans age 65 and older will need some kind of long-term care services. “As you plan for retirement, one of your primary goals should be ensuring that you’ll have sufficient assets to live comfortably for several more decades. If you or a […]

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The Blue Ripple: What’s Next After The Georgia Senate Races

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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2020-12 USNews Kim Lankford Gifts

8 Great Financial Gifts For Kids

Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]

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Post-Election Commentary: Why the Rising Market?

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 […]

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