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.

Investment Management Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

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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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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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Investment Management Podcast

Episode 40 – Diversify Broadly, Both Across and Within Global Asset Classes

Don Calcagni, Chief Investment Officer, explains why he pursues the broadest possible diversification in portfolios — and why it’s the second principle of the evidence-based investment philosophy at Mercer Advisors.

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 Article

What Is a Fiduciary Financial Advisor?

A fiduciary financial advisor is legally bound to act in your best interest. Learn what fiduciary duty means, how to verify status, and why fee-based matters.

Market Commentary Article

How SpaceX’s Performance Underscores Our Caution on IPO Investing

SpaceX stock has fallen sharply since its public trading debut, a reminder of why investing around the hype of IPOs can be treacherous.

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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Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

Tax Planning Guide

Tax-Loss Harvesting for Investment Portfolios: Direct Indexing and Beyond

Direct indexing may help investors generate tax alpha through tax-loss harvesting, often cited in the range of 1% to 2% while also supporting wash sale rules and tax-efficient charitable giving strategies.

Women & Wealth Article

What Financial Independence for Women Business Owners Really Means

Women business owners increasingly prioritize flexibility and independence. Learn how liquidity buffers, exit readiness, and coordinated planning can help.

Family having conversation wiht advisor.

Financial Planning Article

A Family Office for Your Family: A Wealth Tradition Within Reach

The sophisticated, time-tested family office approach used by many ultra-high-net-worth individuals to help manage their financial lives is now accessible to more families.

FAQs

Investment Management FAQ

What is a protective collar strategy?

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Tax Planning FAQ

What is the NIIT (Net Investment Income Tax)?

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Work & Business FAQ

What is a 10b5-1 plan?

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Retirement FAQ

What is the Rule of 55?

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Market Commentary FAQ

Is SpaceX a good company? Does that mean it’s a good investment?

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Investment Management FAQ

How many investments should a diversified portfolio have?

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Market Commentary FAQ

Will Mercer Advisors’ investment strategies ever include SpaceX?

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Investment Management FAQ

What is portfolio diversification?

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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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