𝑭𝒓𝒂𝒏𝒌𝒍𝒚 with Mercer Wealth Management

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.

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.

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.

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.

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.

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.

In this episode Taylor Hedges, Registered Client Services Associate, discusses what a beneficiary is and the difference between primary and contingent beneficiaries. 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.

In this episode Emmett Cosgrove, Vice President & Partner, gives an overview of the Silicon Valley Bank fallout and what-led up to the first twitter-fueled bank run. If you have questions about the SYB news or how it relates to your deposits, please don't hesitate to contact a member of the team or check out the resources that we sent out in the communication sent out on March 13th.

In this episode Kayla Deyer, Vice President and Wealth Advisor, discusses different options for education and savings accounts for minors. If you're interested in saving for your minor children or grandchildren, we encourage you to reach out to a team member to discuss which types of accounts might work best for you and get a personal analysis for any educational planning needs.    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.

In this episode, Lexie Head, Founder and Managing Partner, discusses the concept of a safe withdrawal rate in retirement and factors that need to be considered.   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.

EP3 Credit Report: In this episode, Rachel Bratcher, Client Relationship Manager, breaks down credit scores and why you should be checking your credit report regularly. By understanding what impacts your credit score and staying on top of monitoring it, you can avoid surprises when working with a lender.

In this episode Emmett Cosgrove, Vice President/Wealth Advisor, discusses the inverted yield curve.  This video was recorded on 1/23/2023. 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., a SEC Registered Investment Advisor. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Introduction to our weekly podcast, Frankly with Mercer Wealth Management. In this episode Todd Mercer, Founder and Managing Partner, and Emmett Cosgrove, Wealth Advisor, discuss the meaning behind the name.  This video was recorded on 1/5/2023. 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., a SEC Registered Investment Advisor. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.