The appropriate response is perspective, not panic. The same evidence-based framework that suggests caution about IPO entry points also tells us that selling in response to short-term drawdowns is rarely a winning strategy. Rather than focusing solely on recent price movement, a more productive conversation covers your position sizing relative to your overall portfolio, your level of diversification, and whether your long-term goals have changed. We encourage you to reach out to your Mercer Advisors wealth advisor to review your situation in full context. If you aren’t a client, contact us – we’d love to walk through this with you.
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.
