The Astute Angle
All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. The information is believed to be accurate, but is not guaranteed or warranted by Mercer Advisors. Content, research, tools, and stock or option symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. For financial planning advice specific to your circumstances, talk to a qualified professional.
Asset Location: Organize Your Portfolio Like Your Kitchen
My family’s kitchen will not be profiled on HGTV as [...]
Financial Healing
Not long ago, our family sat in an office speaking [...]
2021 Proposed Tax Law Changes!
On September 26, 2021, the House Budget Committee released House [...]
4 Things You’ll Wish You Did Before the Bull Market Becomes a Bear Market
Well-known investor Howard Marks of Oaktree Capital has often said, [...]
Medicare Open Enrollment: Important Considerations and Mistakes to Avoid
With the annual Medicare Open Enrollment upon us (October 15th [...]
Children as Dependents, Kiddie Tax, and College Tax Planning Strategies – Updated
A number of years ago, we authored this article [...]
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