Newsletters

We're pleased to introduce our new, quarterly newsletter devoted to helping you understand and make the most of your retirement planning.


Mercer Wealth Solutions™
Mercer Wealth Solutions™ Retirement Insight
Retirement planning strategies for the individual investor

Spring 2010
PDF Are you interested in avoiding fees and reducing the amount of mail you receive? By logging on to your account through www.mercerwealthsolutions.com and clicking on the "go paperless" link, you can elect to view your quarterly account statement online, reduce the amount of mail you receive, and feel assured that your account information continues to be secure.
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Winter 2010
PDF Many investors are familiar with the Morningstar name. After all, Morningstar Investment Services, Inc. has been a leading provider of independent investment research to investors around the world for more than 25 years.
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Summer 2009
PDF The economic and financial news lately has been all over the map, generating eye-grabbing headlines. While it's tempting to sell your investments and hide your money under the mattress, what's tempting isn't always what's best for long-term investors. Instead, consider these dos and don'ts of dealing with volatility.
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Spring 2009
PDF In December, Congress enacted a law that provides for a one-year suspension of the Required Minimum Distribution rules for most tax deferred accounts, including Individual Retirement Accounts (IRAs). Normally, you are required to receive a minimum payment from your IRA each calendar year after you reach age 70½. This is known as a Required Minimum Distribution (RMD).
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Education Center
 

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Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

Mercer Wealth Solutions is a trademark of Marsh & McLennan Companies.

Mercer Securities brokerage transactions are cleared through Pershing LLC, Member of FINRA, NYSE, and SIPC.

Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services and Mercer Securities, a division of MMC Securities Corp., are affiliates of and owned by Marsh & McLennan Companies, and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.