Disclaimer

By Mercer Advisors

Kimberly Foss is a CERTIFIED FINANCIAL PLANNER™ professional at Mercer Advisors practicing in the Sacramento Valley area. The opinions expressed by the author are her own and are not intended to serve as specific financial, accounting, or tax advice. They reflect the judgment of the author as of the date of publication and are subject to change. Some of the content provided comes from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. The hypothetical example is for illustration purposes only. Actual investor results will vary. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services.

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Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

Retirement Advisors Must Act as Fiduciaries Under Final DOL Rule

Starting Sept. 23, investment professionals who offer services as trusted advisers will be required to act as fiduciaries.

Two Advisory Teams Join Cresset Capital Management in San Francisco

The teams previously managed approximately $5 billion in assets at J.P. Morgan, and before that at First Republic Bank.

Wells Fargo Bond Saleswoman Sues Over ‘Unapologetically Sexist’ Workplace

She said she was told that her mostly male group thought of her as a mere "second income" for her husband.

Mortgage Rates Too Good to Give Up

On a scale not seen in decades, people are paralyzed in homes they may wish to leave. Economists quantify the drastic results for housing.

Majority of America’s 30.4M Peak Boomers are Unprepared for Retirement

The retirement tsunami will trigger a $347 billion increase in entitlement spending and a 7.3% drop in GDP growth, according to an ALI study.