Are you a pet parent? Our furry (or feathered, or scaly) friends are family too! 🐾 Make sure they're taken care of by including them in your estate plan. Show your love and loyalty by planning for their future, even when you can't be there.
Mercer Advisors
Financial Services
Denver, Colorado 20,116 followers
A family office for your family.
About us
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
- Website
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http://www.merceradvisors.com
External link for Mercer Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, and Retirement Plan Design and Administration
Locations
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Primary
1200 17th St
Denver, Colorado 80202, US
Employees at Mercer Advisors
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David R Jennings
Strategic leader with 20+ years managing UX/UI design teams. Passionate about delivering products to delight users with impactful product and UI…
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Will Rockett, CFA
Investment Strategist Team Leader | Financial Advisor Education | Alternative Investments | Adjunct Professor
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Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
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Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
Updates
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📢 Open Invite! Join us for a special webinar event: Q3 Market Outlook. Gain valuable insights from our Chief Investment Officer, Donald Calcagni, as he discusses key topics including, 💠 Inflation: Will inflation pressures subside? 💠 Election Year: What are potential implications? 💠 Stocks: Where can investors look for higher return potential and better diversification? 💠 Interest Rates: How can investors benefit from interest rate cuts? 💠 U.S. Dollar: Is it still the preferred global reserve currency? Don't miss out – register today! 🔗: https://buff.ly/3RYeG3w
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Our CIO Donald Calcagni recently spoke to Asset TV to provide a mid-year outlook on the state of the U.S. economy. Three of his hot takes: 1️⃣ The stock market is more highly concentrated than it has been in a very long time. 2️⃣ In the second half of 2024, the economy is still facing headwinds from interest rates and inflation, both of which remain painfully high. 3️⃣ Private markets offer opportunities for qualified investors to achieve true, more meaningful diversification combined with higher expected returns. Watch the full interview here: https://buff.ly/3Lg9V1r
Mid-Year Outlook with Mercer Advisors CIO
assettv.com
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🎉 We just hit 20,000 followers on LinkedIn! Thank you to each and every one of you for your support, engagement, and trust. We are grateful for this amazing community and look forward to continuing to share valuable insights, updates, and achievements with you. Here's to reaching new heights together! Thank you for being a part of our journey.
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It's necessary to strike a balance with fixed income investments in today's environment where the direction of rates is uncertain. Donald Calcagni, our Chief Investment Officer, shared his thoughts with CNBC: “The labor markets are softening a bit, and the Fed thinks that in the future the rates will be lower, but in terms of how quickly we get there – that’s hard to predict."
Here’s where money managers are seeking income at mid-year as rates stay high
cnbc.com
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Your list of annual checkups probably includes visits to a doctor, a dentist, and an automobile mechanic, but it may not include a visit with your tax advisor outside of March or April. Our tax team recommends talking with your tax advisor at midyear—and John Taylor, CPA, Sr. Tax Associate, compiled a list of 6 essentials to keep in mind for year-round tax health. Check it out below!
Midyear Tax Checkup: 6 Strategies to Help Optimize Your Financial Health
https://www.merceradvisors.com
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Would you like to gain access to different investment opportunities and enhanced portfolio diversification? Read on to learn about the notable opportunities you can receive as a qualified purchaser.
The Benefits of Being a Qualified Purchaser
https://www.merceradvisors.com