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!
Please contact us and let us know what topics you would like to see featured. We would love to hear from you!
We hope that you find this educational and that it helps you to organize your financial life!
Sunday, August 19, 2018
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
Monday, July 9, 2018
Have you already started to think of some of the costs associated with having a child? 529 College Saving Plans
Read More
Monday, June 11, 2018
Is your portfolio continually balanced with your asset allocation as the stock market changes? Are you more or less aggressive than your risk tolerance states?
Read More
Monday, April 30, 2018
Defining Environmental Social Governance (ESG) Investing and how investors may incorporate ESG investing into their portfolios.
Read More
Monday, April 2, 2018
The impact of emotions on investing to be one of the biggest obstacles we can help our clients overcome.
Read More
Tuesday, March 6, 2018
Market volatility reminds us how important it is to stay diversified within your portfolio and to stick with your initial investment strategy.
Read More
Tuesday, February 13, 2018
Time value of money is one of the most important concepts in finance and states that one dollar is more valuable today than one dollar is a year from now.
Read More
Wednesday, October 25, 2017
Shopping in our everyday lives is very similar to investing in our portfolios and staying true to investment strategies during market volatility.
Read More
Wednesday, May 24, 2017
At Mersberger Financial Group, we are big proponents of the Roth IRA, which we feel is underutilized by many investors.
Read More
Wednesday, April 26, 2017
Many investors wonder how to properly invest their portfolio to give them the best chance of achieving their financial goals. Most people have heard the saying “Don’t put all your eggs in one basket.” Well, what does this mean exactly?
Read More
Wednesday, March 1, 2017
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
Wednesday, January 4, 2017
At Mersberger Financial Group, we try to focus on all the areas of planning, one of which includes tax planning strategies.
Read More
Wednesday, December 7, 2016
As we have entered the holiday season I want to reflect on two themes: being thankful and the joy of giving.
Read More
Wednesday, November 2, 2016
When people retire, typically the most important question that they have is “Have we saved enough?” and “Will we be able to have the kind of retirement that we have dreamed of?”
Read More
Wednesday, October 5, 2016
Many people underestimate or even entirely leave out the impact inflation has over time. Today we want to discuss the risk of inflation and some ways to address this risk in your financial plan and budget.
Read More
Wednesday, August 3, 2016
When to take social security? There are few factors to consider in order to make an informed decision.
Read More
Wednesday, June 8, 2016
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
Wednesday, May 4, 2016
Employer retirement plans are an essential part of retirement in today's world where many companies no longer offer a traditional pension. Here is some insight into the basics of employer retirement plans.
Read More
Wednesday, April 13, 2016
As generations continue to age, a tremendous number of people are retiring daily. However, there are many risks retirees should consider planning for and address in order to obtain their dream retirement.
Read More