Podcasts Archives | Mercer Advisors

The post Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast appeared first on Mercer Advisors.

The post Equity Compensation Part 3: Managing Concentrated Stock Risk appeared first on Mercer Advisors.

If you work for a company that offers stock options, a discounted stock purchasing program, or some other type of equity compensation, how do you decide whether it’s the right choice for you?

The post Equity Compensation Part 2: How Different Plans Work appeared first on Mercer Advisors.

For employees of both public and privately held companies, equity compensation such as stock options or co-ownership can create a significant opportunity to grow wealth. However, participating in this type of award plan also carries some financial risk and requires careful management.

The post Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan appeared first on Mercer Advisors.

The post First Quarter 2020 Update on the Markets appeared first on Mercer Advisors.

As doctors and scientists worldwide race to develop effective treatments and a vaccine for COVID-19, U.S. lawmakers are working to counter the economic hardship from this crisis. In March, U.S. households and small businesses started receiving financial help through the $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.

The post CARES Act Relief Options appeared first on Mercer Advisors.

The post Episode 51: Q1 2020 Financial Market Scoreboard appeared first on Mercer Advisors.

The post Market Impacts from Coronavirus and Oil Price Wars appeared first on Mercer Advisors.

Sparked by millennials and others seeking to back companies that create positive environmental, social, and economic change, the volume of U.S. assets targeted toward socially responsible investing (SRI) approached $12 trillion by the end of 2018. How should investors consider as they approach this fast-growing SRI realm?

The post The Rise of Socially Responsible Investing appeared first on Mercer Advisors.