Q1 Market Outlook: Markets, Interest Rates, Inflation, and More

A 2025 market review and 2026 outlook covering growth, inflation, rates, debt, global markets, and why diversification matters amid volatility.

Market Commentary Webinar

Q2 Market Outlook: Markets, Interest Rates, Inflation, and More

A market update on inflation, geopolitics, interest rates, and why diversification and investor discipline remain critical amid global uncertainty.

Tax Planning Webinar

OBBBA and Your Tax Strategies

This webinar breaks down the new tax law, highlighting planning strategies around rates, deductions, charitable giving, estate planning, and new opportunities for individuals and families.

Market Commentary Webinar

Q4 Market Outlook: Federal Government Funding, Tariffs, and Earnings Growth

A Q4 market outlook on rates, inflation, tariffs, global markets, and portfolio diversification — highlighting resilience, risks, and planning amid uncertainty.

Tax Planning Webinar

New Tax Laws & Year-End Strategies

An overview of new tax laws and practical year‑end strategies, including charitable giving, Roth conversions, portfolio taxes, and estate planning considerations.

Family & Health Guide

A Guide for Widows and Widowers: Your Financial Care Package

A care package to help empower you to embrace your future, while honoring your loved one’s legacy.

Market Commentary Webinar

Q2 Market Outlook: The Fed, Stocks, Inflation, and Portfolios in an Election Year

During the webinar, Don Calcagni, Mercer Advisors Chief Investment Officer and Kara Duckworth, Managing Director of Client Experience, offered timely and balanced insights on a variety of topics.

Market Commentary Webinar

Q3 Market Outlook Webinar: The Presidential Election, Inflation, Stocks, and More

During the webinar, Don Calcagni, Mercer Advisors Chief Investment Officer and Kara Duckworth, Managing Director of Client Experience, offered timely and balanced insights on a variety of topics.

Family discussing legacy to pass on values, not just assets

Estate Planning Article

Crafting Your Legacy to Pass on Values, Not Just Assets

Connecting your values to your estate plan can help your heirs carry on your legacy. Learn how a family meeting is important to a legacy plan.

Financial Planning Article

Rethinking Retirement for Women

Women may end up spending the second half of retirement alone — due to longevity or divorce. But you can still thrive financially.

Financial Planning for a Non-Traditional Family

Family & Health Article

Yours, Mine, and Ours: The Importance of Financial Planning for Blended Families

Blended families are the rule rather than the exception. We break down the financial and estate planning considerations today’s families need to know.

Financial Planning Article

Building a Financial Future Together: Essential Tips for Couples

For couples, managing finances together is crucial for avoiding conflicts and fostering a supportive relationship.

Tax Planning Webinar

Countdown To TCJA Expiration: Tax Strategies for 2024 and Beyond Webinar

Key provisions of the TCJA are set to expire in 2025. Learn how these changes could impact your financial strategies.

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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