Hi, this is Josh Preiss the Director of trading at Mersberger Financial Group, here today to discuss the role of an Investment Policy Statement or IPS. IPS Definition The Investment Policy Statement summarizes investors’...Read More
Welcome to the MFG Knowledge Center!
The MFG Knowledge Center is an educational place where you can read current articles uniquely written by your Advisor Team at Mersberger Financial Group on a variety of topics each month. Please enjoy the content and check back often for the most recent updates!
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The biggest question we get when clients and prospective clients walk through our door is “Can I retire?” or “Am I doing the right things to get to retirement?” For most, retirement seems like a goal that is...Read More
Many modern financial theories assume market participants are rational and make decisions based on information and empirical evidence rather than with emotions, however, this is often not the case. This article will seek to explain...Read More
Defining Environmental Social Governance (ESG) Investing and how investors may incorporate ESG investing into their portfolios.Read More
Market volatility reminds us how important it is to stay diversified within your portfolio and to stick with your initial investment strategy.Read More
Shopping in our everyday lives is very similar to investing in our portfolios and staying true to investment strategies during market volatility.Read More
Defining yield to maturity (YTM), reviewing factors which determine a bond’s YTM and how investors can use a bond’s YTM to make investment decisions.Read More
Many people think that when they work with a financial advisor they are receiving customized advice for their particular situation. However, we find that many advisors only concentrate on the "money" and ignore other key areas of...Read More