Mercer Advisors
Sharing Knowledge

Investors

Whether you’re navigating an IPO lockup expiration, evaluating factor investing strategies, or trying to understand how geopolitical events can affect your portfolio, thoughtful and evidence-based guidance can help you make more confident decisions. At Mercer Advisors, our investment team shares insights on portfolio strategy, tax-efficient investing, and market dynamics to help clients stay disciplined through changing conditions. Explore the resources below for clear, research-backed perspectives on building and protecting long-term wealth.

Investment Management FAQ

What is portfolio diversification?

See the answer
Investment Management FAQ

Why is diversification important in investing?

See the answer
Investment Management FAQ

How many investments should a diversified portfolio have?

See the answer
Investment Management FAQ

Should retirees diversify differently than younger investors?

See the answer
Investment Management FAQ

Can diversification eliminate risk?

See the answer
Investment Management FAQ

How often should I rebalance my portfolio?

See the answer
Investment Management FAQ

What are examples of diversification strategies?

See the answer
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.

CIO Insights Gold, Silver, Crypto Header Image
Market Commentary Article

The Fall of Gold, Silver, and Bitcoin in 2026: Insights from our CIO

Gold, silver, and Bitcoin have struggled in 2026. Their decline amid a period of inflation and geopolitical turmoil undercuts a key argument for these assets.

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.

Retirement FAQ

How does the Retire Sooner method compare to traditional FIRE?

See the answer
Retirement FAQ

What is the difference between Lean FIRE and Barista FIRE?

See the answer
Retirement FAQ

How do I start building a personalized early retirement plan?

See the answer

Further Learning

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.

Tax Planning FAQ

What’s the difference between a qualified charitable distribution and a regular charitable deduction?

See the answer
Tax Planning FAQ

Where can I learn more about the One Big Beautiful Bill Act changes?

See the answer
Tax Planning FAQ

How does holding positions and avoiding capital gains compare to tax-loss harvesting?

See the answer

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk