Achieving your financial dreams and finding peace of mind. That's economic freedom! In order to achieve it, it's important to understand what it looks like, what it feels like, and what you must do to get there. The Science of Economic Freedom is dedicated to educating the American public on how to…
Doug Fabian - Economic Freedom Expert
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 Episode 52: 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 Episode 51: CARES Act Relief Options appeared first on Mercer Advisors.
The post Episode 50: Impact on the Markets 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 Episode 48: The Rise of Socially Responsible Investing appeared first on Mercer Advisors.
Growing up, Alise Kraus watched her mother struggle to make confident decisions about money and find unbiased financial counsel. That experience steered Alise toward becoming a Certified Financial PlannerTM and, more recently, specializing in the unique wealth management needs of female clients at Mercer Advisors. The post Episode 47: Economic Freedom for Women appeared first on Mercer Advisors.
The costs of professional long-term care can grow to several hundred thousand dollars a year—potentially draining your retirement assets or family members’ resources. The post Episode 46: What You Need to Know About Long-term Care appeared first on Mercer Advisors.
The post Episode 45: The Dumb Things Smart People Do With their Money appeared first on Mercer Advisors.
The post Episode 44: A User’s Guide to Financial Advice appeared first on Mercer Advisors.
The post Episode 43: Do Women Make Better Investors? appeared first on Mercer Advisors.
The post Episode 42: Time to Reset Your Financial Goals for 2019 appeared first on Mercer Advisors.
The post Episode 41: 2018 Market Scorecard and Your Path to Success in 2019 appeared first on Mercer Advisors.
The post Episode 40: How to Prepare for a Successful 2019 appeared first on Mercer Advisors.
The post Episode 39: Talking Markets with Don Calcagni appeared first on Mercer Advisors.
The post Episode 38: Year-end Tax Planning 2018 appeared first on Mercer Advisors.
The post Episode 37: Your Post-Election Market Update appeared first on Mercer Advisors.
The post Episode 36: When to Sell a Stock, Mutual Fund or ETF appeared first on Mercer Advisors.
The post Episode 35: Volatility Ahead of the Election appeared first on Mercer Advisors.
The post Episode 34: How to Fund College without Going Broke appeared first on Mercer Advisors.
The post Episode 33: The Power of the Plan appeared first on Mercer Advisors.
The post Your Financial Market Update appeared first on Mercer Advisors.
The post Episode 32: Why Cash Flow Matters appeared first on Mercer Advisors.
The post Episode 31: Good Things Can Happen in Bad Markets appeared first on Mercer Advisors.
The post Episode 30: Unwinding A Highly Concentrated Position in Equities appeared first on Mercer Advisors.
The post Episode 29: The Pros and Cons of the Highly Concentrated Position appeared first on Mercer Advisors.
The post Episode 28: How to Navigate a Stock Market Correction appeared first on Mercer Advisors.
The post Episode 27: What You Need to Know About Medicare appeared first on Mercer Advisors.
The post Episode 14b: A Factor Investing Q&A appeared first on Mercer Advisors.
The post Episode 26: Are You Where You Want to Be? appeared first on Mercer Advisors.
The post Episode 14c: Revisiting Factor Investing appeared first on Mercer Advisors.
The post Episode 25: Best Practices in Estate Planning appeared first on Mercer Advisors.
The post Part II, Market Scoreboard for the First Half of 2018 appeared first on Mercer Advisors.
The post Market Scoreboard for the First Half of 2018 appeared first on Mercer Advisors.
The post Episode 24: What You MUST Know About Social Security and Medicare appeared first on Mercer Advisors.
The post Episode 23: Women and Money: The Kara Duckworth Interview appeared first on Mercer Advisors.
The post Episode 22: Thoughts from the ‘Secretary of Explaining Stuff’ appeared first on Mercer Advisors.
The post Episode 21: The Keys to Wealth Management appeared first on Mercer Advisors.
The post Update: The Market Scoreboard in 2018 appeared first on Mercer Advisors.
The post Episode 20: Key Attributes of a Successful Investor with Don Calcagni appeared first on Mercer Advisors.
The post Episode 19: Lost Planning Opportunities with Drew Kanaly appeared first on Mercer Advisors.
The post Episode 17: Attn: Business Owners, for 2018 Tax Law Savings appeared first on Mercer Advisors.
The post Episode 18: Building Your Framework for Retirement appeared first on Mercer Advisors.
The post Episode 16: What You Need to Know About Your 401(k) appeared first on Mercer Advisors.
The post Episode 14: Using ‘Factor Investing’ to Enhance Your Portfolio appeared first on Mercer Advisors.
The post Episode 15: The Last Great Tax Shelters appeared first on Mercer Advisors.
The post Episode 13: Markets Update & Outlook for 2018 appeared first on Mercer Advisors.
The post Episode 12: Rebooting Your Financial Goals for 2018 appeared first on Mercer Advisors.
The post Episode 11: Insurance Policies and What You Need to Know appeared first on Mercer Advisors.
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