Organizations merging or being acquired is commonplace in nearly every field. In the world of finance, the recent acquisition of TD Ameritrade by Charles Schwab has some investors concerned. Today, John Walker, Regional Vice President, Mercer Advisors, answers many questions and explains the impact of the two companies becoming one.
Listening Time: 15 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
If you’re an investor who also enjoys the game of golf, the similarities between the two may surprise you. Today, John Walker, Regional Vice President, Mercer Advisors, details some of the many parallels that can be drawn between the two including the importance of careful planning, keeping your emotions in check and more.
Listening Time: 18 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Roth IRAs offer numerous benefits that make them a preferred choice for many investors. Today, John Walker, Regional Vice President, Mercer Advisors, discusses five mistakes often made while using Roth IRAs and the impact Roth-related errors may have on your retirement savings.
Listening Time: 15 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Being prepared to deal with the many financial and emotional challenges of a family member’s critical illness is a subject most people would prefer not to even think about. Planning however, must be done. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Kara Duckworth, CFP®, CDFA®, and Managing Director of Client Experience at Mercer Advisors. Kara shares her personal experiences navigating the healthcare system alone when her husband was diagnosed with cancer. Kara’s story may help you better plan and cope.
Listening Time: 22 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.