Discovery Stock Portfolio [Webinar]

Joshua P. Preiss, CFA®

Monday, August 16, 2021

An informational webinar on our internally managed Discovery Stock Portfolio lead by our Portfolio Manager, Joshua Preiss, CFA. Discovery Stock Portfolio Strategy Philosophy Overview Investment Process Current Positioning Performance...

Recorded on July 20, 2021 Topic: Mid-Year Recap and Outlook 2021 2021 Market Recap and Outlook Featured Speakers Fixed Income - Lord Abbett, Don Annino, CFA®, CIPM, Portfolio Specialist US Markets - Voya, Bill Theriault, CFA®,...

Economic Update: Inflation June 2021

Joshua P. Preiss, CFA®

Friday, June 18, 2021

In recent economic commentaries, districts across the country reported rising labor costs and input costs, signaling the potential for higher inflation in the near and intermediate-term. Read this economic article written by our...

Recorded on February 11, 2021 Panelists: Peter Mersberger, Joshua Mersberger, Zachary Mersberger and Don Hammond Client Webinar - Investing in Uncertain Times State of the Market 2021 Outlook Investment Strategies

Disiplined Investing: How to stay rational in an irrational world

Joshua P. Mersberger, CFP®, CRPC

Saturday, January 9, 2021

Recorded on January 2021 Listen in to one of our professional partners Larry Goebel from Goebel Insurance on a episode of the "Insurance Smart" Radio Show featuring our Joshua Mersberger as the guest speaker discussing Disciplined...

Client Webinar - 2020 Economic and Market Update

Easy Ways to Save with ACH

Paige O. Gerber

Friday, January 17, 2020

A very common New Year’s Resolution for many of us is to be better with money, whether that be improving our spending habits or saving more. I’m here today to provide an easy tip on how you can save money without even...

Utilizing and Understanding the Investment Style Box

John Ben Brazier

Thursday, November 14, 2019

Even the most novice of investors have likely seen the ever popular “style box”. While self-explanatory to a seasoned veteran of the investment world, those with limited knowledge of the subject may not realize just how...

Tariffs and Trade Wars

Joshua P. Mersberger, CRPC, CFP®

Thursday, October 24, 2019

How will this affect your investments? We have been getting many questions lately from clients regarding the ongoing trade war and tariffs with China and how it will affect their portfolio. This topic has dominated news headlines and...

The Importance of the Chartered Financial Analyst (CFA) Designation

Zachary R. Mersberger, CFA®, CRPC, AIF

Wednesday, August 7, 2019

Is your financial advisor educated to give you the best financial advice? What designations do they have? Do they align with your goals? When interviewing and hiring a financial advisor to manager your financial future, there are a...

Let's Talk Beneficiaries

Andrea J. Zoeller

Sunday, June 9, 2019

When developing an estate plan, it is important to know what you can do to pass assets directly to beneficiaries. This will help you better decide which estate plan route is appropriate for you when deciding between a Will and a Trust....

Importance of an Investment Policy Statement (IPS)

Joshua P. Preiss

Monday, April 8, 2019

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’...

Importance of Diversification

Joshua P. Mersberger, CRPC

Tuesday, March 19, 2019

We are often asked, "Where is the best place to invest?", "What is the hot stock to buy?" or “Mutual Fund A outperformed Mutual Fund B last year, should I sell Fund A and buy Fund B?" At Mersberger Financial Group, we often hear...

How do I know I’m on the right track for retirement: A guide to becoming more financially secure

Andrea J. Zoeller

Tuesday, February 12, 2019

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...

Are you on the Right Seat?

Peter J. Mersberger, LUTCF

Wednesday, January 9, 2019

Are you on the right bus in your careers or your life? Are you in the right seat? Do you have passion in what you do? Is it enjoyable? Do you make a difference in someone’s life every day? If not, consider changing seats or if...

Market Volatility

Joshua P. Mersberger, CRPC

Wednesday, November 14, 2018

Whenever the markets decline or enter correction territory, the most common question we get asked as financial advisors is "Should I be selling my market-based accounts?"

Common Behavioral Biases Investors Hold

Joshua P. Preiss

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...

529 Savings Plan for When You're Expecting

Andrea J. Zoeller

Monday, July 9, 2018

Have you already started to think of some of the costs associated with having a child? 529 College Saving Plans

The Power of Rebalancing

Joshua P. Mersberger, CRPC

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?

Environmental and Social Governance Investing for Investors

Joshua P. Preiss

Monday, April 30, 2018

Defining Environmental Social Governance (ESG) Investing and how investors may incorporate ESG investing into their portfolios.

Emotional Investing During Market Volatility

Zachary R. Mersberger, CRPC, AIF

Monday, April 2, 2018

The impact of emotions on investing to be one of the biggest obstacles we can help our clients overcome.

What Does Market Volatility Mean for Your Portfolio?

Andrea J. Zoeller

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.

Time Value of Money

Joshua P. Preiss

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.

Investing in the Stock Market through the Eyes of a Frugal Shopper

Andrea J. Zoeller

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.

The Power of the Roth IRA

Joshua P. Mersberger, CRPC

Wednesday, May 24, 2017

At Mersberger Financial Group, we are big proponents of the Roth IRA, which we feel is underutilized by many investors.

What is Asset Allocation?

Zachary R. Mersberger, CRPC, AIF

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?

How Investors Use Bond Yield's to Make Investment Decisions

Joshua P. Preiss

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.

Tax Tips to Consider

Andrea J. Zoeller

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.

Being Thankful

Peter J. Mersberger, LUTCF

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.

Sequence of Returns Risk

Joshua P. Mersberger, CRPC

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?”

Inflation Risk for Retirees

Zachary R. Mersberger, CRPC, AIF

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.

When Is The Best Time to Take Social Security?

Andrea J. Zoeller

Wednesday, August 3, 2016

When to take social security? There are few factors to consider in order to make an informed decision.

The Importance of Personalized Financial Planning

Peter J. Mersberger, LUTCF

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...

Employer Retirement Plans

Joshua P. Mersberger, CRPC

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.

The Various Risks Retirees May Face

Zachary R. Mersberger, CRPC, AIF

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.