Mercuri Asset Management

06/04/2018

Summer is upon us, let us help you get financially fit!!

04/27/2018

Go check out our new website!! And tell us what you think. 😃

Mercuri Asset Management was created out of a merger with an investment company McKee & Associates. We have over two decades of experience in managing money to plan for your future. We are a Registered Investment Advisory firm utilizing Charles Schwab; One of the largest custodians of private assets...

03/08/2018

For , we want to celebrate one of our own, Ellen Putnam, who became a National Life agent on September 25, 1919, and remained one of our most successful agents for 70 years, right up until just days before her death at 95. Now that's History!

10/22/2016

As an Advisor, I love coming to work every day so I can prove to my clients that transparency and honesty exist in finance. Knowing that I can provide the right solutions for my clients is the reason I became independent, and why I chose to partner with Schwab. Having them as an ally, I never have to compromise my values. I am Frank Mercuri and I am at your service.

04/21/2011

Economic & Market news –GS & Co.1
Retail Sales increased by 0.4% in March, slightly less than expected. The weakness resulted from a decline in sales at motor vehicle and parts dealers. We think this can be partly discounted as unit vehicle sales numbers still look good.

12/01/2010

Just a note for those of you who may be concerned over the stock market and what's happining with our economy with regards to increasing jobs. The job report came out this morning and was very positive with 93,000 new jobs created! Additionally, retail stores since Black Friday and Cyber Monday continue to show strength.

11/11/2010

Just some quick info about how we are doing with returns for our client's. Almost two months ago we went back into the market and since then our returns have reached double digits. In some areas we are up 14% with only 40% vested in the market 15% international and 25% U.S. stocks.

09/13/2010

Our client's weekly average for last was 1.71% and for the first two weeks, their average was 1.27%.