Cal_MercerMS's profile picture. Cal Mercer, Financial Advisor, joined Morgan Stanley in 2017 after retiring as a Colonel in the U.S. Air Force.For more information see my website

NMLS#1638807

Cal Mercer, CFP®

@Cal_MercerMS

Cal Mercer, Financial Advisor, joined Morgan Stanley in 2017 after retiring as a Colonel in the U.S. Air Force.For more information see my website NMLS#1638807

As we enter 2026, one thing is clear: Policy continues to drive markets more than ever before. Anticipated policy actions this year span political, economic, and regulatory domains, highlighting the interconnectedness of policy and market dynamics. livesocial.seismic.com/tQHfdr


How do the U.S. and China stack up in the race for AI dominance? And where can investors find opportunities? Learn more here: livesocial.seismic.com/ttUv6F


Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: livesocial.seismic.com/t9JpJa


When should you claim Social Security? The answer depends on factors like your expected longevity and retirement readiness. Let's discuss the right strategy for you. livesocial.seismic.com/t8hRSo


Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings: livesocial.seismic.com/tMK2Yz

Cal_MercerMS's tweet image. Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings: livesocial.seismic.com/tMK2Yz

No matter your age, starting your retirement savings can help give you flexibility later on. This article debunks five common misconceptions about retirement planning. livesocial.seismic.com/tzv6Sx


MS GIFT donors have used recoverable grants to support initiatives across climate, affordable housing, economic opportunity and more. If you have a nonprofit you care about, let's explore ways we can seek to increase your impact together. livesocial.seismic.com/tlRJjJ

Cal_MercerMS's tweet image. MS GIFT donors have used recoverable grants to support initiatives across climate, affordable housing, economic opportunity and more. If you have a nonprofit you care about, let's explore ways we can seek to increase your impact together. livesocial.seismic.com/tlRJjJ

The US equity market appears to be broadening out from the small group of companies that have dominated performance for three years. What does it mean for investors in 2026? livesocial.seismic.com/tPNIxA


Even after a very strong year, the outlook for large-cap banks appears bright, thanks to regulatory relief, monetary policy changes and the continuing rebound in capital markets activity. Find out more in On the Markets. livesocial.seismic.com/tqvUeu


In 2026, the AI capex boom will meet up with policy stimulus, and expectations are high. But one big unknown lingers: Will AI boost productivity meaningfully this year? livesocial.seismic.com/tiyze7


Crypto bull markets can deliver peak returns and painful drops. Where might we be in the current cycle? Find out more here: livesocial.seismic.com/t4mKSj

Cal_MercerMS's tweet image. Crypto bull markets can deliver peak returns and painful drops. Where might we be in the current cycle? Find out more here: livesocial.seismic.com/t4mKSj

After a year of profound changes, the case for diversification appears stronger. One of the most attractive opportunities for diversification may be emerging market equities. livesocial.seismic.com/tMooei


Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: livesocial.seismic.com/t8TkDY


What are the market and economic signals to watch as we head into 2026? Morgan Stanley thought leaders recently shared their views on various asset classes, regions and more. Tune in: livesocial.seismic.com/tTclzD

Cal_MercerMS's tweet image. What are the market and economic signals to watch as we head into 2026? Morgan Stanley thought leaders recently shared their views on various asset classes, regions and more. Tune in: livesocial.seismic.com/tTclzD

The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook:livesocial.seismic.com/tCu7MW

Cal_MercerMS's tweet image. The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook:livesocial.seismic.com/tCu7MW

Morgan Stanley's 2026 Global Economic Outlook forecasts slowing inflation and moderate growth, with potential for upside surprise if U.S. growth is faster than expected. Learn more: livesocial.seismic.com/t4F13Y

Cal_MercerMS's tweet image. Morgan Stanley's 2026 Global Economic Outlook forecasts slowing inflation and moderate growth, with potential for upside surprise if U.S. growth is faster than expected. Learn more:
livesocial.seismic.com/t4F13Y

As the change of the calendar nears, it's time to prepare for the opportunities that 2026 may hold. Join Morgan Stanley's top strategists Mike Wilson and Dan Skelly to dive into the critical themes that will shape the investment horizon. livesocial.seismic.com/tVEioV


As the change of the calendar nears, it's time to prepare for the opportunities that 2026 may hold. Join Morgan Stanley's top strategists Mike Wilson and Dan Skelly to dive into the critical themes that will shape the investment horizon. livesocial.seismic.com/thXnwr

livesocial.seismic.com

Thoughts on the Market: Stocks in 2026: What's Next for Retail Investors

morganstanley.com


Year-end tax planning can help you get ahead of potential tax considerations next year. These tax-efficient strategies can help. livesocial.seismic.com/tOoy7E

Cal_MercerMS's tweet image. Year-end tax planning can help you get ahead of potential tax considerations next year. These tax-efficient strategies can help. livesocial.seismic.com/tOoy7E

With a new Federal Reserve chair and the end of the Fed's easing cycle expected in 2026, a new policy approach may be on the way. What can investors expect? livesocial.seismic.com/tBIRmb


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