Mercer Advisors
Sharing Knowledge

Question

Should I use hedging strategies even if I plan to sell eventually?

Answer

Yes, hedging tools like protective puts or collars can lock in downside protection while you wait for optimal tax timing or spacing out sales. This approach allows you to protect gains without immediately triggering taxes, giving you more control over when and how you liquidate.

Related FAQs

Self-managing post-IPO wealth or working with an advisor: which is better?

Selling all at once or staggering sales: which approach is better?

RSUs or ISOs: which has better tax treatment?
Investment Management Work & Business Young Professionals Executive Compensation Business Owners Tax Basics Concentrated Stock IPOs & Recapitalization Investors Corporate Executives Tech Professionals FAQs
Last Updated May 20, 2026
Previous Next

Further Learning

Retirement Article

Connecting the Dots on Your Retirement Plan

Learn how a structured three-part approach to retirement income planning can help you protect the wealth you’ve built and achieve financial independence.

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Retirement Article

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

The SECURE 2.0 Act of 2022 introduced significant updates to retirement savings rules — automatic enrollment, emergency savings accounts, and enhanced catch-up contribution limits — that can meaningfully change how you plan for the future.

Listen
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.

Back to Sharing Knowledge

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?

Let’s Talk