Mercer Advisors
Sharing Knowledge

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 On-Demand Webinar

Q4 Market Outlook: The Fed, Deficits, Energy, Valuations, and More

Mercer Advisors CIO Don Calcagni and Partner Kara Duckworth break down inflation, the Fed, deficits, AI valuations, and housing in this Q4 market outlook webinar.

Investment Management Article

AI and Your Portfolio

The rise of artificial intelligence is impacting the financial markets and economy in 5 key ways.

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Investment Management Guide

The Concentrated Stock Diversification Guide: 9 Strategies Compared

Compare nine concentrated stock diversification strategies to help make informed decisions.

Investment Management Guide

Tax-Loss Harvesting for Investment Portfolios: Direct Indexing and Beyond

Direct indexing may help investors generate tax alpha through tax-loss harvesting, often cited in the range of 1% to 2%  while also supporting wash sale rules and tax-efficient charitable giving strategies.

Family having conversation wiht advisor.
Investment Management Article

A Family Office for Your Family: A Wealth Tradition Within Reach

The sophisticated, time-tested family office approach used by many ultra-high-net-worth individuals to help manage their financial lives is now accessible to more families.

Investment Management Article

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

Many investors have a mistaken instinct that a shift in the balance of power on Capitol Hill will have obvious and significant impacts on one’s portfolio.

Investment Management Article

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

The economic science behind why diversifying broadly across and within global asset classes is a core investing principle at Mercer Advisors.

Ship in canal
Investment Management Article

Insights From Our CIO: The Iran War’s Impact on Markets Six Months In

CIO Don Calcagni shares an overview of how long-term investors should view the Iran war after six months.

Investment Management Article

Making Sense of Rising Treasury Yields

What investors should know about bond prices falling as long-term Treasury yields climb to a 19-year high.

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Investment Management Podcast

Episode 40 – Diversify Broadly, Both Across and Within Global Asset Classes

Don Calcagni, Chief Investment Officer, explains why he pursues the broadest possible diversification in portfolios — and why it’s the second principle of the evidence-based investment philosophy at Mercer Advisors.

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Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

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Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

FAQs
Investment Management FAQ

How do I create a 10b5-1 trading plan for my concentrated stock?

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Investment Management FAQ

Which is better for diversifying concentrated stock: direct indexing or an options collar?

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Investment Management FAQ

What is the difference between an exchange fund and a Section 351 exchange

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Investment Management FAQ

Is an exchange fund worth the seven-year lockup?

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Investment Management FAQ

How does direct indexing help diversify a concentrated stock position?

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Investment Management FAQ

Should I sell my concentrated stock position all at once?

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Investment Management FAQ

What is a concentrated stock position and why does it matter?

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Investment Management FAQ

How do tax-managed mutual funds compare to direct indexing?

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Further Learning

Multi-generational Family on the Beach
Estate Planning Guide

Dynasty Trusts and Multigenerational Wealth Transfer: A Post-OBBBA Guide

The OBBBA made the $15 million estate tax exemption “permanent.” This guide explores how dynasty trusts, combined with generation-skipping transfer (GST) tax planning and coordinated trust strategies, can help protect and transfer wealth across multiple generations.

Couple talking to advisor
What Clients Ask Guide

How To Choose a Wealth Management Firm at $1M-$10M: The Complete Guide

Learn how to choose a wealth management firm: Discover the questions to ask, fee structures, fiduciary standards, and integrated solutions that can help protect and grow your wealth.

Multicultural Family with Grandparents
Estate Planning Article

New York Estate Tax: What Families Need To Know

New York estate tax affects estates above $7.35 million. Understand the exemption, cliff, and planning strategies to manage your tax exposure.

Two men in a meeting.
Work & Business Guide

Selling Your Business: A 10-Year Exit Planning Playbook

Selling your business may be the largest financial transaction of your life. This 10-year framework walks you through owner-dependence reduction, tax optimization, estate planning, and post-exit diversification.

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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