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September 19th, 2022 |

MARKET UPDATE: Market and Economic Commentary – September 14, 2022 from Donald Calcagni, CIO

 

Tuesday’s CPI report for the month of August came hotter than expected—and likely cements the Fed’s decision to hike rates 0.75% at their meeting next week. While declining gasoline…

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September 15th, 2022 |

Tax Tips: Record Keeping, Gifting and IRS Accounts

Homeowner Records: What to Keep and How Long

Keeping full and accurate homeowner records is not only vital for claiming deductions on your tax return, but also for…

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September 1st, 2022 |

Why now is a good time to check your spending habits

With inflation on everyone’s mind, tracking and reviewing expenses can effectively relieve some of the pain of rising prices.

What’s the most-talked-about financial topic…

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July 14th, 2022 |

Survival tips for retiring when stocks sink and inflation is high

For anyone who’s retired or nearing retirement, sinking stocks, rising inflation and the prospect of a recession can be a nightmare economic brew.

There…

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June 23rd, 2022 |

10 Treasured Financial Lessons from Dad

We reached out to team members at Mercer Advisors and asked about the wise financial lessons they learned from their fathers. Continue reading for the many powerful…

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June 14th, 2022 |

Market Update: Economic & Market Commentary

Despite the Fed’s 50 basis point hike in early May, inflation data continues to run exceptionally hot. Headline inflation rose 8.6% over the past 12…

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June 6th, 2022 |

Woman at computer

Tax Season is Over! Now to Organize Financial Documents

Phew! You’ve filed your tax return and satisfied Uncle Sam for another year. Now is a good time for some spring cleaning, and not just for next…

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May 18th, 2022 |

Mother Daughter

Valuable Money Lessons My Mom Taught Me

We believe in the incredible power of women. And who was our first influence? Our moms! In recognition of Mother’s Day, read on to hear how moms…

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March 18th, 2022 |

The Ukraine Crisis: Three Lessons for Investors

With Russia’s invasion of Ukraine on February 24, the post-Cold War order – one founded on peace, security, and the encouragement and proliferation of global trade and…

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February 28th, 2022 |

Information Scams

Mercer Advisors Security Measures

PROTECTING YOUR ONLINE VISITS

Username and password requirements

To help prevent unauthorized access, we prompt you to create a…

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February 11th, 2022 |

Tips for completing your 2021 tax return

There were many tax changes implemented or extended last year that may impact your 2021 tax filing. January is a good time to get yourself up to…

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January 28th, 2022 |

Milestone Ages for Financial Planning

When it comes to financial planning, some birthdays are more important than others.

Whether or not you’ve stopped counting birthdays, it’s important to know that some birthdays are more important…

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January 14th, 2022 |

Now is the best time for gifting

Summary

With historically low interest rates, tax changes on the way, and a temporary increase in the estate and gift tax threshold, 2021 is a good year to review and…

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January 11th, 2022 |

New communication information

We have been working diligently with our partners at Mercer Advisors to merge our office systems. Much of this work has been performed behind the scenes, but we wanted…

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