Our Recent Blogs and Updates

Why I Love Living & Working in Newark, Delaware

Newark, DE, is a vibrant community with a variety of things to see and do. Here are some of the reasons why I love living and working here.

How Can You Start Living Your Retirement Dream Now?

Don’t wait until retirement to start living your dream! With proper planning, you can start enjoying the lifestyle you’ve always envisioned.

Mallard’s Quarterly
Investments Webinar

Watch a presentation from Mallard’s Investment Committe concerning markets trends, the economy, and our investment strategies. You can view our most recent webinar here
or click the link below to view past webinars!

Past Webinars!

SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

Don’t wait until retirement to start living your dream! With proper planning, you can start enjoying the lifestyle you’ve always envisioned.

Your 2023 Social Security Guide

The years before retirement can be an exciting yet overwhelming time. You have a lot of moving pieces to fit into place, from retirement income planning to Medicare and Social Security.

Why I Became a Financial Advisor

People choose their careers for lots of reasons. Sometimes they do what their parents want them to do. Other times, they don’t know what they want to do, so they follow the trends or pursue the highest-paying field. Some people know exactly what they want to do with their life because of a certain passion or skill. My reason for becoming a financial advisor comes from a more personal experience.

Wishing You Happy Holidays From Our Team

Happy Holidays from our team at Mallard Financial Partners! This year has certainly had its ups and downs, but we are always grateful to have clients like you. We enjoy providing you and your family with exceptional service and look forward to the opportunity to serve you in 2023.

The Three Things Everyone In An Estate Planning Role Must Have

Nick Gaetani, CFP®, ChFC®, RICP®, Financial Advisor - Posted 7/22/2022

It’s no secret that sorting out what will happen to your assets at the end of your life is one of the most stressful decisions you face in your life. It may involve life-changing dollar amounts and complicated family and relationship dynamics, which adds up to a lot of responsibility for those who carry out the roles of an estate plan. Obviously, that means when choosing people to fill these roles, you want to choose the right people. But, how can you know if you’re putting the right people in the right seats? Continue Reading >

Announcements!

New Financial Literacy Institute at Delaware State University

Paul Baumbach, CFA, Mallard’s Chief Investment Officer, has been appointed to the Advisory Board of the new Financial Literacy Institute at Delaware State University (DSU).
Continue Reading >

Staffing Changes at Mallard

Sean Heidig, Associate Financial Planner, CFP® is now U4 credentialed at Mallard. Form U4 is Uniform Application for Securities Industry Registration or Transfer. It is the primary way that regulatory bodies screen candidates for registration. At Mallard, this means that Sean is an IAR, an investment advisor representative, and can provide investment advice.

Mallard earned the AARP BankSafe Training Seal

Mallard Financial Partners is proud to announce that we have earned the AARP BankSafe Trained Seal in recognition of the training and policies we have in place to better protect older Americans from Financial Exploitation.

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Disclosures

Mallard Financial Partners is a tradename. All services provided by Mallard Financial Partners investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Mallard Financial Partners.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

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