9 episodes

Find Your Path to Economic Freedom

Podcasts Archives | Mercer Advisors Unknown

    • Business
    • 4.8 • 54 Ratings

Find Your Path to Economic Freedom

    Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast

    Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast

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

    • 39 min
    Equity Compensation Part 3: Managing Concentrated Stock Risk

    Equity Compensation Part 3: Managing Concentrated Stock Risk

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

    • 16 min
    Equity Compensation Part 2: How Different Plans Work

    Equity Compensation Part 2: How Different Plans Work

    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 it’s the right choice for you?

    The post Equity Compensation Part 2: How Different Plans Work appeared first on Mercer Advisors.

    • 15 min
    Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan

    Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan

    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 and requires careful management.

    The post Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan appeared first on Mercer Advisors.

    • 26 min
    First Quarter 2020 Update on the Markets

    First Quarter 2020 Update on the Markets

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

    • 38 min
    CARES Act Relief Options

    CARES Act Relief Options

    As doctors and scientists worldwide race to develop effective treatments and a vaccine for COVID-19, U.S. lawmakers are working to counter the economic hardship from this crisis. In March, U.S. households and small businesses started receiving financial help through the $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.

    The post CARES Act Relief Options appeared first on Mercer Advisors.

    • 28 min

Customer Reviews

4.8 out of 5
54 Ratings

54 Ratings

cacti ,

Great Stuff

Doug is very engaging and informative. Highly recommended.

AdmiralGlen ,

Outstanding

Very informative information packaged in a way that is easy to digest.

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