Episode 42: How to Think About Bonds

CIO Don Calcagni explains the three roles bonds play in a portfolio and why rising interest rates have strengthened the investment case for owning bonds today.

Investment Management Article

When Nvidia Drops: Three Reasons to Pause Before You Act

Nvidia’s stock decline following Jensen Huang’s resignation is a reminder of why diversification matters. Three reasons to pause before making big portfolio decisions.

Professions Article

QSBS After OBBBA: New $15M Exclusion and $75M Cap

The OBBBA expanded QSBS benefits with a $15 million exclusion cap, $75 million gross-asset threshold, and tiered holding periods. Learn what founders need to know.

Market Commentary Article

The Roles of Bonds in a Portfolio and Why Returns Are Slightly Negative — Insights From Our CIO

Bonds have dropped in value as interest rates have risen. CIO Don Calcagni explains why they still have an important role in our portfolios.

Guides

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Financial Planning Guide

Social Security: When To Claim, How To Help Maximize, and Common Mistakes To Avoid

A comprehensive guide to Social Security claiming strategies, including when to start benefits, six ways to help maximize your monthly payment, and seven common mistakes to avoid.

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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.

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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.

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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.

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Consider art as a distinct asset within the net worth statement, acknowledging its potential for value appreciation

Nicole Brandon, Sr. Wealth Advisor

Investing in Fine Art: A Guide on Risks, Returns, and How to Integrate Your Collection into Your Wealth Plan

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Webinars

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Market Commentary 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.

Trustee Services On-Demand Webinar

Navigating Medicare: Your 2027 Open Enrollment Playbook

Mercer Advisors Colin Day and Chapter’s Ari Parker break down Medicare’s 2027 updates, enrollment steps, and key decisions for retirees.

Women & Wealth On-Demand Webinar

Women & Wealth: Navigating Life’s Financial Transitions

Women and Wealth specialists from Mercer Advisors share practical strategies for navigating life’s financial transitions, from retirement and caregiving to widowhood and divorce.

Trustee Services On-Demand Webinar

Estate Planning: The Decisions Behind the Documents

We break down the key roles in estate planning — trustees, executors, and agents — and how to choose the right people, communicate with family, and keep your plan up to date.

It’s really not a knowledge gap. It’s a conversation gap.

Kelly Gaur, Regional Vice President

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

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Podcasts

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Listen

Tax Planning Podcast

Episode 530 – Year-End Financial Planning Checklist

John Walker and Jason O’Meara discuss key year-end planning steps: maxing retirement contributions, taking RMDs, managing inherited IRAs, and Roth conversions before Dec. 31.

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Retirement Podcast

Episode 529 – Retirement Misconceptions

We debunk widespread retirement misconceptions about Social Security, long-term care, taxes, and the myth of a magic retirement number.

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Family & Health Podcast

Episode 528 – Financial Considerations When a Baby is on the Way

A practical guide to the financial moves expectant parents should make before baby arrives, from liquidity and insurance to tax credits, 529s, and estate planning.

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Retirement Podcast

Episode 527 – Trump Accounts

Bryan Strike joins us to explain Trump Accounts: eligibility, the $1,000 seed, contribution limits, and how they compare to 529 plans for kids’ futures.

The only team throwing Hail Marys are the ones that are behind.

Jason O’Meara, Partner, CFP®

Episode 522 – Are You a Do-It-Yourself Investor?

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FAQs

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Retirement FAQ

How does a Social Security benefit cut compare to claiming early?

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Retirement FAQ

What’s the difference between the 2032 and 2034 Social Security depletion dates?

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Retirement FAQ

Where can I find a wealth advisor to help me plan for Social Security?

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Retirement FAQ

Where can I check my Social Security benefit estimate?

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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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