Mercer Advisors
Sharing Knowledge

Concentrated Stock

Professions Article

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

Navigate the complexities of incentive stock options (ISOs). Learn about AMT, vesting, and strategic planning to help protect and grow your established wealth.

Investment Management Article

What a Stock Split Means for Your Portfolio

Explore how a stock split affects your portfolio and learn comprehensive strategies for managing concentrated positions, tax exposure, and charitable giving.

Market Commentary Article

Our Reasons for Caution Around Flashy IPOs

Mercer Advisors VP of Portfolio Management David Krakauer explains reasons for caution around highly anticipated IPOs, where it can be hard for investors to get good deals.

Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

Investment Management Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

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.

A couple tax planning with their advisor
Tax Planning Article

Tax Filing vs. Tax Planning: Year Round Tax Planning Matters

Tax planning goes beyond filing to help improve future after tax outcomes.

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Market Commentary Podcast

Episode 35 – The Newfound Religion for International Diversification

A strong year for international stocks has many investors clamoring to figure out how to invest internationally. Mercer Advisors CIO Don Calcagni shares his view on the right amount of international stocks for most investors.

Market Commentary Webinar

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

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.

Investment Management Article

What To Do When Your IPO Lockup Expires

Optimize your equity with smart timing, tax strategies, and diversification to help create lasting wealth.

Investment Management Guide

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

Explore art as an asset: risks, returns, and strategies for integrating it into your wealth plan.

A team working on liquidity planning
Investment Management Article

Liquidity Planning After a Tender Offer

Learn smart strategies for tax planning, investment diversification, estate preparation, and avoiding potential pitfalls.

Further Learning

Man woman discussing retirement plan
Retirement Article

Smart Strategies to Retire Early: Beyond the FIRE Movement

Learn how you could retire early with the Retire Sooner method. Discover why financial independence goes beyond the FIRE movement’s extreme frugality.

Tax Planning Article

Trump Accounts and Gift Tax: What Parents Need to Know

The IRS established a safe harbor for qualifying Trump Account contributions — but complex giving situations require careful planning.

Insurance Solutions Article

One Team, One Plan, One Vision: Integrated Insurance Planning

Discover how integrated insurance planning coordinated across your investments, taxes, and estate plan can help protect and preserve your wealth.

Family at Daughter's Graduation
Financial Planning Article

529 Plan Leftover Funds: Your Options Explained

A 529 surplus after graduation gives families more options than most people realize, including Roth IRA rollovers, estate planning, and multigenerational education savings.

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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