With markets testing new all-time highs, Don Calcagni the Chief Investment Officer of Mercer Advisors, explains why now is the time to think about diversification, and the importance of diversification across your financial plan, across and within asset classes, and across investing strategies.

The White House released an executive order this month allowing investors to make private equity and crypto investments in their 401(k)s. Don Calcagni, chief investment officer of Mercer Advisors, joins the podcast to share what investors need to know and consider as these new options eventually become available.

As more investors are being enticed to invest in private credit, alarms are being raised about the dangers of this growing asset class. In this episode, Mercer Advisors Chief Investment Officer Don Calcagni discusses both the all-too-real risks and the potential rewards of private credit.

The leading U.S. tech stocks enjoyed enormous returns in recent years, bolstered by the emergence of artificial intelligence. Will Rockett, senior director of investment strategy, joins the podcast to analyze whether these sky-high prices were a financial bubble, driven in part by an era of extremely low-interest rates, and how investors ought to approach the years ahead.

Total U.S. Federal Government debt has climbed to over $36 trillion with growing annual deficits on the horizon, and the U.S. debt was recently downgraded by the credit rating agency Moody's. Mercer Advisors Chief Investment Officer Don Calcagni answers many of the common questions raised by this debt outlook, and how we ought to think about it as investors.

International stocks outperformed U.S. stocks in the first quarter of 2025 but it wasn't clear if that would continue amid a global escalation of tariffs. Chief Investment Officer Don Calcagni looks at why international stocks — especially European — have still been winning over the past month.

With the S&P 500 teetering at the edge of "Bear Market" territory, David Krakauer, vice president of Portfolio Management at Mercer Advisors, joins the podcast to share lessons from looking at the history of bear markets over the past 100 years.

It's a reversal of fortune from recent years: the S&P 500 has stumbled to start 2025, but international stocks — especially in Europe — are doing exceptionally well. Don Calcagni, chief investment officer of Mercer Advisors, shares his analysis of why European stocks are having a surprisingly strong performance after several years lagging the U.S., and what it teaches us about building resilient portfolios.

When markets turn chaotic, investors don't merely need to survive, there may be opportunities to take advantage of the volatility. So far this year, volatility has been elevated and the S&P 500 has entered correction territory. Will Rockett, the senior director of investment strategy at Mercer Advisors, joins the podcast to talk about the strategies and opportunities for investors during periods of uncertainty.

Many wealth managers place investors into "model portfolios." In this episode, Don Calcagni, chief investment officer of Mercer Advisors, offers a primer on what model portfolios are and the major limitations of this popular approach for investors.