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At Mersberger Financial Group, we are constantly gaining experience and expanding our list of credentials to better serve you. Every member of our team is dedicated to sharing their knowledge so you can feel confident in reaching your next financial milestone.

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MFG Updates |
Zachary R. Mersberger, CFA®, CRPC, AIF® | Joshua P. Mersberger, CFP®, CRPC | Peter J. Mersberger, LUTCF® | Marilyn L. Mersberger | Donald C. Hammond, CFP®, AIF®, MBA |
1652659200

The Evolution of MFG

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Asset Protection |
Joshua P. Mersberger, CFP®, CRPC |
1641513600

Affordable Care Act and Medicare Health Insurance Options

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Market Insights |
Joshua P. Preiss, CFA® | Jonathan A. Dudzinski, CFA® | Austin A. Summers |
1637625600

MFG Market Monitor 11-23-21

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Market Insights |
Joshua P. Preiss, CFA® | Jonathan A. Dudzinski, CFA® | Austin A. Summers |
1635811200

MFG Market Monitor 11-2-21

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Market Insights |
Joshua P. Preiss, CFA® | Jonathan A. Dudzinski, CFA® | Austin A. Summers |
1633392000

MFG Market Monitor 10-5-21

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Market Insights |
Joshua P. Preiss, CFA® | Jonathan A. Dudzinski, CFA® | Austin A. Summers |
1632182400

MFG Market Monitor 9-21-21

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Investment |
Joshua P. Preiss, CFA® |
1629072000

Discovery Stock Portfolio [Webinar]

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Market Insights |
Zachary R. Mersberger, CFA®, CRPC, AIF® | Joshua P. Mersberger, CFP®, CRPC | Donald C. Hammond, CFP®, AIF®, MBA | Joshua P. Preiss, CFA® | Jonathan A. Dudzinski, CFA® |
1626739200

Mid-Year Recap and Outlook July 2021

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Market Insights |
Joshua P. Preiss, CFA® |
1623974400

Economic Update: Inflation

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Market Insights |
Joshua P. Preiss, CFA® |
1622505600

Economic Update: Inflation June 2021

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Market Insights |
Zachary R. Mersberger, CFA®, CRPC, AIF® | Joshua P. Mersberger, CFP®, CRPC | Peter J. Mersberger, LUTCF® | Donald C. Hammond, CFP®, AIF®, MBA |
1613347200

Investing in Uncertain Times [Webinar]

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Asset Protection |
Joshua P. Mersberger, CFP®, CRPC |
1610150400

Insurance Smart Episode [Radio Audio]

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Market Insights |
Zachary R. Mersberger, CFA®, CRPC, AIF® | Joshua P. Mersberger, CFP®, CRPC | Peter J. Mersberger, LUTCF® | Donald C. Hammond, CFP®, AIF®, MBA |
1605225600

2020 Economic and Market Update [Webinar]

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Investment |
Jonathan A. Dudzinski, CFA® |
1596240000

The Oracle of Omaha's Perspective on Gold

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Investment | Market Insights |
Andrea J. Zoeller, CFP® |
1593561600

Navigating the Uncertainty: What Volatility Can Do For You [Webinar]

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Market Insights |
Zachary R. Mersberger, CFA®, CRPC, AIF® | Joshua P. Mersberger, CFP®, CRPC | Peter J. Mersberger, LUTCF® | Marilyn L. Mersberger | Donald C. Hammond, CFP®, AIF®, MBA |
1585699200

2020 Second Quarter Recap [Webinar]

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Lifestyle |
Paige O. Gerber |
1579219200

Easy Ways to Save with ACH

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Market Insights |
Joshua P. Mersberger, CFP®, CRPC |
1571875200

Tariffs and Trade Wars

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Retirement | Investment |
Zachary R. Mersberger, CFA®, CRPC, AIF® |
1565136000

The Importance of the Chartered Financial Analyst (CFA) Designation

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Estate |
Andrea J. Zoeller, CFP® |
1560038400

Let's Talk Beneficiaries

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Investment |
Joshua P. Preiss, CFA® |
1554681600

Importance of an Investment Policy Statement (IPS)

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Investment |
Joshua P. Mersberger, CFP®, CRPC |
1552953600

Importance of Diversification

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Lifestyle |
Peter J. Mersberger, LUTCF® |
1546992000

Are you on the Right Seat on the Bus?

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Investment | Market Insights |
Joshua P. Mersberger, CFP®, CRPC |
1542153600

Market Volatility

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Investment |
Joshua P. Preiss, CFA® |
1534636800

Common Behavioral Biases Investors Hold

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Lifestyle |
Andrea J. Zoeller, CFP® |
1531094400

529 Savings Plan for When You're Expecting

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Retirement | Investment |
Joshua P. Mersberger, CFP®, CRPC |
1528675200

The Power of Rebalancing

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Investment |
Zachary R. Mersberger, CFA®, CRPC, AIF® |
1522627200

Emotional Investing During Market Volatility

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Investment |
Andrea J. Zoeller, CFP® |
1520294400

What Does Market Volatility Mean for Your Portfolio?

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Retirement | Investment |
Joshua P. Preiss, CFA® |
1518480000

Time Value of Money

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Retirement |
Joshua P. Mersberger, CFP®, CRPC |
1495584000

The Power of the Roth IRA

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Investment |
Zachary R. Mersberger, CFA®, CRPC, AIF® |
1493164800

What is Asset Allocation

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Tax |
Andrea J. Zoeller, CFP® |
1483488000

Tax Tips to Consider

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Lifestyle |
Peter J. Mersberger, LUTCF® |
1481068800

Being Thankful

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Retirement |
Joshua P. Mersberger, CFP®, CRPC |
1478044800

Sequence of Returns

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Retirement |
Zachary R. Mersberger, CFA®, CRPC, AIF® |
1475625600

Inflation Risk for Retirees

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Retirement |
Andrea J. Zoeller, CFP® |
1470182400

When is the Best Time to Take Social Security

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Retirement |
Peter J. Mersberger, LUTCF® |
1465344000

The Importance of Personalized Financial Planning

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Retirement |
Joshua P. Mersberger, CFP®, CRPC |
1462320000

Employer Retirement Plans

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Retirement |
Zachary R. Mersberger, CFA®, CRPC, AIF® |
1460505600

The Various Risks Retirees May Face

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