13 episodes
πππππππ with Mercer Wealth Management Mercer Wealth Management
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5.0 β’ 1 Rating
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A podcast for the modern day wealthy investor. The Mercer Wealth Management team covers a wide variety of topics on the markets, economy, and personal finance. Frankly, you wonβt want to miss it.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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EP10 Artificial Intelligence & Private Real Estate
In this episode, Emmett Cosgrove, Vice President & Partner, discusses how data centers within private real estate portfolios can benefit from the growing interest in artificial intelligence.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. -
EP9 Catch Up Contributions
Learn more about an important change coming to "Catch Up Contributions" in 401k plans for individuals over the age of 50.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. -
EP 8 Financial Awareness Day
August 14th is National Financial Awareness Day.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. -
2023 Market & Economic Outlook: EP 3 2023 Predictions & Positioning
A new series breaking down our 2023 Market & Economic Outlook seminar that was hosted January 26-27, 2023. Episode 3 covers our 2023 predictions and portfolio positioning.
This video was filmed on March 24, 2023.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. -
2023 Market & Economic Outlook: EP 2 Current Market Environment
A new series breaking down our 2023 Market & Economic Outlook seminar that was hosted January 26-27, 2023. Episode 2 is an update on the current market conditions and major themes.
This video was filmed on March 24, 2023.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. -
2023 Market & Economic Outlook: EP 1 Our 2022 Scorecard
A new series breaking down our 2023 Market & Economic Outlook seminar that was hosted January 26-27, 2023. Episode 1 covers our 2022 scorecard and portfolio positioning from the prior year.
This video was filmed on March 24, 2023.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.