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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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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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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 […]

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Mercer Advisors Named As Top Independent Advisor By Barron’s

We’re proud to announce that our firm Mercer Advisors was just ranked #7 in Barron’s listing of 2020 Top Independent Advisor Firms! Congratulations to all our colleagues at Mercer Advisors for their hard work and accomplishments in achieving this significant honor. We look forward to continuing to provide clients with the best possible investment and […]

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The Stimulus Package, Inflation and Gold

The Stimulus Package, Inflation and Gold

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 […]

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Elderly Care in Times of Pandemic

We’re pleased to share with you a guest blog from our colleague Linda Ames Lyon, CFP®, MBA. Linda serves as Associate Advisor with Mercer Advisors in its Washington D.C. branch. She writes about the very personal journey she went through with her husband as they discovered her aging mother-in-law needed a higher level of care. […]

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