Explore insights from our staff of female financial advisors on topics impacting women today such as financial planning, estate planning, investment management, tax planning, and more.
Podcast
In this podcast, Alise examines three of the most common obstacles that women—and to an extent, all investors—encounter on their journey toward economic freedom. Then, she and host Doug Fabian lay out six strategies for clearing those roadblocks and asserting greater financial control.
Article
Family caregivers who function as crucial (often invisible) support system for aging family need support too.
Article
Hear from one of our own advisors about the challenges she faced as a stay-at-home mom while staying engaged with her finances.
Article
Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.
Article
Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.
Article
Uncover hidden financial planning opportunities with philanthropy.
Video
Empowering women and their financial journey.
Article
Tips to help your daughter learn good money habits.
Article
Tax changes that can help your family maximize your tax savings.
Podcast
Are women better investors than men? Find out how gender-based investing may impact you.
Article
Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.
Podcast
Do you know there are 7 keys to wealth management that can help you create the financial life you desire?
You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.
The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.