Are the markets testing your patience? Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, shares historical data, lessons learned, and valuable insights recently published online by Don Calcagni, Chief Investment Officer, Mercer Advisors. John also discusses the importance of professional guidance in helping you keep your long term financial objectives in view.
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.
Now may be a good time to learn about the intriguing relationship between wealth and wellbeing. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses why there is often a disconnect between the two. He shares the story of Hetty Green and insights on why some wealthy individuals may never derive a sense of emotional well being from their financial security. Others can easily find emotional comfort, satisfaction and a true sense of well being despite having far less means.
Listening Time: 19 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.
For consumers who purchased electric vehicles, home appliances, health insurance from the exchanges, or participated in a Medicare program, there are several new tax benefits you should know about which could produce tax savings. John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph, CFP® and CPA, of Cordasco Financial Network, a part of Mercer Advisors, share the details.
Listening Time: 21 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.
There is an increasing awareness regarding the importance of teaching students about money. The number of school districts around the country now mandating financial literacy courses beginning as early as elementary school and continuing through high school is growing. John Walker and Dennis Jablonoski of Cordasco Financial Network, a part of Mercer Advisors, discuss this national trend with Dr. Billy J. Hensley, President and CEO of NEFE, the National Endowment for Financial Education.
Listening Time: 34 mins
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.
Dennis Jablonoski, Certified Retirement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors and John Walker, Regional Vice President, Mercer Advisors, discuss the origins of retirement planning. They also describe how the concept of large companies providing pensions for an aging workforce moving into retirement was a motivating factor in the creation of our nation’s Social Security system.
Listening Time: 23 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.