August 14th is National Financial Awareness Day.

A new series breaking down our 2023 Market & Economic Outlook seminar that was hosted January 26-27, 2023. Episode 2 is an update on the current market conditions and major themes.

A new series breaking down our 2023 Market & Economic Outlook seminar that was hosted January 26-27, 2023. Episode 1 covers our 2022 scorecard and portfolio positioning from the prior year.

In this episode Taylor Hedges, Registered Client Services Associate, discusses what a beneficiary is and the difference between primary and contingent beneficiaries.

In this episode Emmett Cosgrove, Vice President & Partner, gives an overview of the Silicon Valley Bank fallout and what-led up to the first twitter-fueled bank run. If you have questions about the SYB news or how it relates to your deposits, please don't hesitate to contact a member of the team or check out the resources that we sent out in the communication sent out on March 13th.

In this episode Kayla Deyer, Vice President and Wealth Advisor, discusses different options for education and savings accounts for minors. If you're interested in saving for your minor children or grandchildren, we encourage you to reach out to a team member to discuss which types of accounts might work best for you and get a personal analysis for any educational planning needs.   

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

In this episode, Lexie Head, Founder and Managing Partner, discusses the concept of a safe withdrawal rate in retirement and factors that need to be considered.   Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.