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Gain Greater Return with Risk Premiums

A 10-part series featuring Mercer Advisors’ Guiding Principles of Investing Principle #5: Asset classes with risk premiums provide greater return for assuming greater risk. A risk premium is the...

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Discipline’s Reward

In theory, we understand that markets are efficient… That they respond effectively to the dissemination of aggregate global information… That they absorb this information very quickly into equity...

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Bonds Anchor a Portfolio

A 10-part series featuring Mercer Advisors’ Guiding Principles of Investing Principle #6: Short-term, high quality bonds help to reduce portfolio risk Collectively, bonds are considered to be a...

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Mercer Advisors’ New Income Producing Portfolios

Early last August, the Fed, responding in part to Standard & Poor’s downgrade of U.S. debt, announced that it would maintain interest rates at an historical low for at least two years, citing...

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What is Momentum Investing?

Learn more about Momentum Investing by clicking here to access the complete Research Report. When applied to investing, momentum is the tendency for an investment to continue in its recent trend. A...

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Managed Futures – a Worthwhile Alternative Investment

Learn more about Managed Futures by clicking here to access the complete Research Report. Incorporating a Managed Futures strategy into a diversified investment portfolio can provide synergistic...

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Hedging the U.S. Economy and Political Factors

A 10-part series featuring Mercer Advisors’ Guiding Principles of Investing Principle #7: Investing internationally helps to mitigate domestic risk Economic and political factors around the world are...

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The Role Emerging Markets Play in Your Portfolio

A 10-part series featuring Mercer Advisors’ Guiding Principles of Investing Principle #8: Investing in emerging markets can generate higher returns Emerging markets include the fastest growing...

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New Strategy for Downside Risk Protection

Addressing our current economic environment Downside risk represents the loss in portfolio value that can occur as a result of a hostile market condition change. Each of us who lived through 2008 knows...

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2012 Market Summary – Perseverance Prevailed

Throughout 2012, it was easy to find reasons to avoid the financial markets. The daily headlines provided ample gloom for collective doubt. Those investors who reacted impulsively missed out on...

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Going Beyond Traditional Income Strategies

Given our current low interest rate environment, it may be difficult for retirees and those who depend upon regular distributions from an income portfolio to generate the level of income needed to...

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What is the VIX and Why Do I Care?

You’ve probably heard a lot these days about the Dow and S&P 500 setting new records, the unemployment rate, the housing recovery…..and the VIX. The VIX is an acronym for the Volatility Index. The...

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Context and Frame of Reference Matter When Making Financial Decisions

“I can’t sell now! The stock is trading at half what I paid.” “I need to sell my house but not for $600K; I paid that same price five years ago.” “I can’t buy stocks now; the Dow has gone up 10% in the...

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The Animals of Wall Street

Animals have long been used to represent specific market trends, to describe certain financial industry scenarios or even the performance of a stock. Following are some of the more common (and unusual)...

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Five Things You Should Know About Stocks

Stocks provide the best option for long-term wealth accumulation and savings. Increase your knowledge base and comfort level regarding stocks and the benefits they can provide you over the long term....

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