The Great Rotation is underway! Investors are moving away from mega-cap tech stocks to small-cap & value stocks. Is your portfolio ready for the shift? 🤔 Get insights from CIO Donald Calcagni here: merceradvisors.com/insights/marke…

What does last week's Federal Reserve interest rate cut mean for the economy? Find out what Sr. Director of Investment Strategy Will Rockett has to say about the unpredictable effects of rate cuts. merceradvisors.com/insights/marke…

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

Discover what Sr. Director of Portfolio Management, David Krakauer, has to say about the potential impact of a new BRICS currency on U.S. investors and the economy. merceradvisors.com/insights/inves…

The SECURE 2.0 Act paves the way for boosted 401(k) retirement savings and employer contributions. Learn how to embrace proactive strategies to unlock the full potential of these advancements. buff.ly/40FdoQj

End of the year planning often prompts charitable contributions, but there are other key actions you should be considering before Dec. 31 as part of your year-end financial strategies. Download our checklist to stay organized here. buff.ly/4fEAVEV

As the year starts to wind down, it’s not too late to employ these 6 financial strategies to help you save on your 2024 taxes. Learn more by examining these strategies as outlined by Steven Elliott, Tax Director. buff.ly/3UMHHAL

While military retirement pay is federally taxable, many states offer exemptions. In this article, Steven Elliott shares how veterans can maximize their tax benefits. buff.ly/40dmtPk

Make sure you're up to date on 2025 tax changes for tax brackets, rates, deductions, and more. Get the IRS inflation adjustments in a quick and easy reference guide to help with your planning and 2026 income tax filing. buff.ly/3BYhbOr

What will you do if your financial institution discontinues its IRA and IRA CD offerings? David Kerber weighs the pros and cons of your three options: transferring your IRA to another institution, rolling it over, or taking a distribution. Learn more: buff.ly/3C3DFOi

Automatic enrollment can bring mixed feelings. Before opting out, consider the benefits of staying in the plan and discover alternative retirement savings options. buff.ly/3Wrb3FF

The recent Nvidia sell-off has little to do with DeepSeek or Nvidia, but it has more to do with diversification. Read our CIO Don Calcagni's insights here. buff.ly/40DsBzH

If you're a federal employee, you may have received a buyout proposal offering up to eight months of salary. Learn more about what to consider when making your decision here. buff.ly/4aK1wiW

Small business owners: Are your digital assets secure? From passwords to RUFADAA, learn how to help protect your assets and legacy. buff.ly/3Qg3oqc

Markets fluctuate—but your portfolio can help you stay prepared. Join Will Rockett & Kara Duckworth on Feb. 26 @ Noon ET to explore strategies for building all-weather portfolios that aim to balance risk and return. Register now buff.ly/4hUWvGs #Investing #Finance

The IRS is updating 1099-K tax reporting rules for the 2025 tax season. If you use third-party payment platforms, these changes may affect your filing. Stay ahead of tax updates: buff.ly/3QqjIEO

A major family trip can be a great experience, but is it a smart financial decision? Here are five key factors to consider before booking: buff.ly/3EJoSZY

American Express recently announced IRA and IRA CD accounts can no longer be opened and existing accounts must be closed. If you find yourself in this situation, do you know your options? David Kerber shares essential insights. Read the article here: buff.ly/3C3DFOi

ICYMI: New IRA and IRA CD accounts can no longer be opened at American Express, and existing accounts must be closed by Nov. 17, 2025. If this impacts you, learn about your options here: buff.ly/3C3DFOi