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.

Any asset in your portfolio faces a mix of tailwinds that could propel it forward or headwinds that could drag it back. Don Calcagni, Chief Investment Officer for Mercer Advisors, outlines the headwinds and tailwinds currently facing equities, fixed income and private markets and his outlook for these investments in 2025.

Tariffs are a reality of U.S. economic policy that aren't going away, and many investors are wondering how to navigate an era of rapidly changing trade policy. Don Calcagni, chief investment officer of Mercer Advisors, boils down the essential impacts of tariffs and why it's so treacherous to guess the policy's winners and losers.

When investors find themselves with a very large position in a single stock or investment, they might be worried about the tax implications of selling their holding. Will Rockett, Sr. Director of Investment Strategy for Mercer Advisors, explains how the long-short strategy can help investors diversify out of that position without the tax hit.

Should investments in the private equity markets be a part of your financial plan? Today, Don Calcagni, Mercer Advisors Chief Investment Officer, and Josh Zumbrun, Mercer Advisors Director of External Communications, discuss the potential risks and rewards of private equity investing.

On the Eve of the election, Don Calcagni, Chief Investment Officer, and Josh Zumbrun, Director of External Communications, break down the cost of energy in the U.S. and around the world, and the factors that influence energy prices.

As we approach Election Day, Don Calcagni, Chief Investment Officer, and Josh Zumbrun, Director of External Communications, present a timely discussion on the many reasons to not allow political considerations to influence your investment planning decisions.

In this episode, Chief Investment Officer Don Calcagni is joined by Regional Vice President John Walker. The co-hosts discuss cryptocurrency, what it is, how it works, and if it should be part of your investment strategy.