Podcasts Archives | Mercer Advisors

Podcasts Archives | Mercer Advisors


Latest Episodes

Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast
April 22, 2021

The post Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast appeared first on Mercer Advisors.

Equity Compensation Part 3: Managing Concentrated Stock Risk
August 10, 2020

The post Equity Compensation Part 3: Managing Concentrated Stock Risk appeared first on Mercer Advisors.

Equity Compensation Part 2: How Different Plans Work
August 10, 2020

If you work for a company that offers stock options, a discounted stock purchasing program, or some other type of equity compensation, how do you decide whether its the right choice for you?

Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan
August 10, 2020

For employees of both public and privately held companies, equity compensation such as stock options or co-ownership can create a significant opportunity to grow wealth. However, participating in this type of award plan also carries some financial risk...

First Quarter 2020 Update on the Markets
May 13, 2020

The post First Quarter 2020 Update on the Markets appeared first on Mercer Advisors.