A Practical Guide to Higher Education: College Selection and Affordability

Smart strategies for college planning, from applications to savings and financial aid tips for families.

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.

Financial Planning FAQ

What’s the difference between fiduciary and suitability standards?

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Financial Planning FAQ

How do I verify if my financial advisor is a fiduciary?

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Guides

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Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

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Tax Planning Guide

Tax Filing Is Not the Same As Tax Planning

You may think you’re managing your taxes effectively when you file each spring, but are you sure? Learn the difference between tax preparation and proactive tax planning.

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Retirement Guide

The Complete Retirement Income Guide: How to Make Your Money Last

Explore a comprehensive guide on retirement income planning, including Social Security strategies, withdrawal sequencing, and sequence-of-returns risk.

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Family & Health Guide

When Your Child Turns 18: A Financial and Legal Planning Guide for Families

A comprehensive checklist covering legal documents, account transfers, budgeting strategies, and the life skills that prepare your young adult — and your family — for what comes next.

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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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Financial Planning Webinar

Paying for College Without Overpaying: Smart Strategies for Families

Our college planning specialists share time-tested strategies to help reduce college costs, maximize financial aid, and leverage 529 plans for smarter education savings.

Investment Management Webinar

Q3 Market Outlook: Markets, Interest Rates, Inflation, and More

In this webinar, Mercer Advisors CIO covers inflation trends, AI’s economic role, interest rates, and long-term portfolio strategies.

Investment Management Webinar

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

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Tax Planning Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

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

Investment Management Podcast

Episode 38 – The Science of Investing

CIO Don Calcagni unpacks why active investing underperforms, why indexing is a smart start, and how factor investing can improve your long-term returns.

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Financial Planning Podcast

Episode 524 – Generational Wealth

John Walker and Jason O’Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades.

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Investment Management Podcast

Episode 37 – Navigating the Mega-IPOs

Mercer Advisors CIO Don Calcagni explains why most investors should resist IPO hype, stay diversified, and let index inclusion work for them over time.

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Retirement Podcast

Episode 523 – Measuring the Success of Your 401(k) Plan

John Walker and Jason O’Meara of Mercer Advisors join retirement specialist Dennis Jablonski to break down the metrics that define 401(k) plan success.

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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Investment Management FAQ

How do I diversify concentrated stock without triggering huge taxes?

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Tax Planning FAQ

What is the QSBS exclusion after OBBBA?

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Financial Planning FAQ

What is a fiduciary financial advisor?

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Estate Planning FAQ

How does the SECURE Act 10-year rule compare to the old “stretch IRA” strategy?

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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.

Want to learn more about Mercer Advisors?

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