Mercer Advisors
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Executive Compensation

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.

An advisor working with a client on a backdoor roth IRA
Retirement Article

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

If you’ve outgrown the direct Roth IRA due to income limits, consider the backdoor and mega backdoor Roth strategies.

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.

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.

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Market Commentary Podcast

Episode 28 – Should your 401(k) Invest in Private Equity and Crypto?

The White House released an executive order this month allowing investors to make private equity and crypto investments in their 401(k)s. Don Calcagni, chief investment officer of Mercer Advisors, joins the podcast to share what investors need to know and consider as these new options eventually become available.

Two men talking about recapitalizations
Investment Management Article

What to Know About Recapitalizations in Private Equity

Learn how recapitalizations can affect your equity compensation, taxes, and long-term wealth.

A happy couple in retirement
Retirement Article

How To Optimize 403(b) and 457(b) Retirement Benefits

Learn these two plans’ differences and complements regarding contribution limits, early withdrawals, taxes, and more.

young executive professional sitting with a financial advisor discussing layoff
Financial Planning Article

What To Look For in a Severance Package After Layoff

Understanding severance package components and knowing questions to ask are key to determining the financial impacts.

Financial advisor and client discussing options in conference room
Investment Management Article

Options To Consider With Vesting Restricted Stock Units (RSUs)

How does RSU vesting work? When should I be selling RSUs after they vest? These are good questions but there’s much more to consider.

Investment Management Article

RSUs 101: A Tech Professional’s Guide to Equity, Tax Strategy, and Financial Planning

Knowing when RSUs vest and how RSUs get taxed can help with deciding when to sell — and how RSUs will factor into your financial plan.

couple sitting down at table with computer, looking at insurance and financial documents
Financial Planning Article

The Importance of Insurance Protection in Financial Planning

It’s crucial to have a strategic approach to help optimize your financial resources as well as protect you and your family from seen and unseen risks.

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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Financial Planning
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Investment Management
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Want to learn more about Mercer Advisors?

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