Mercer Advisors
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Investment Management

Having the right investment strategy is essential to meeting your financial goals. Discover key investing insights from our investment strategists, client advisors and CFPs®, including market updates, factor investing, diversification, and more.

Investment Management Article

Why The New Fed Chairman Won’t Clarify the Interest Rate Outlook

Investors crave certainty about the direction of interest rates. They are unlikely to get that from new Federal Reserve Chairman Kevin Warsh.

Man monitoring assets on computer screen
Investment Management Article

Using Stock Swaps to Exercise Employee Stock Options

Learn how stock swaps (pyramiding) may offer a tax-efficient way to exercise employee stock options, manage cash flow, and optimize your equity compensation.

Investment Management Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Investment Management Article

Bond Investing Basics: What Every Investor Should Know

Explore our quick explanation of the bond market. Understand how bond yields, prices, and interest rates can impact your investments and comprehensive financial plan.

Investment Management Article

When Will Passive Investors Own the Mega-IPOs?

SpaceX, Anthropic, and OpenAI are widely viewed as potential candidates for historic IPOs. Learn how these megacap companies could enter your portfolio through major market indexes.

Investment Management Article

Surprisingly Strong Earnings Bolster the Stock Market

S&P 500 companies reported surprisingly strong earnings, providing a powerful lift for stocks.

Investment Management Article

What a Stock Split Means for Your Portfolio

Explore how a stock split affects your portfolio and learn comprehensive strategies for managing concentrated positions, tax exposure, and charitable giving.

Investment Management Article

Our Reasons for Caution Around Flashy IPOs

Mercer Advisors VP of Portfolio Management David Krakauer explains reasons for caution around highly anticipated IPOs, where it can be hard for investors to get good deals.

Investment Management Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

Investment Management Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

Investment Management Article

Factor Investing 101: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains factor investing — an evidence-based strategy to improve expected returns while maintaining transparency 

Investment Management Webinar

Q2 Market Outlook: Markets, Interest Rates, Inflation, and More

A market update on inflation, geopolitics, interest rates, and why diversification and investor discipline remain critical amid global uncertainty.

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Investment Management Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

Further Learning

Insurance Solutions Article

One Team, One Plan, One Vision: Integrated Insurance Planning

Discover how integrated insurance planning coordinated across your investments, taxes, and estate plan can help protect and preserve your wealth.

Family at Daughter's Graduation
Financial Planning Article

529 Plan Leftover Funds: Your Options Explained

A 529 surplus after graduation gives families more options than most people realize, including Roth IRA rollovers, estate planning, and multigenerational education savings.

Estate Planning Article

Estate Planning Strategies for Your Financial Future 

Learn how estate planning integrates with tax, investment management, and financial planning to help protect your wealth, minimize taxes, and transfer assets efficiently. 

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Insurance Solutions Podcast

Episode 521 – Importance of Disability Insurance

Discover why disability insurance is a critical but overlooked part of any financial plan and how to choose the right coverage for your income.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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Investment Management
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