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.

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.

Investment Management Article

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

Many investors have a mistaken instinct that a shift in the balance of power on Capitol Hill will have obvious and significant impacts on one’s portfolio.

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.

Investment Management Article

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

The economic science behind why diversifying broadly across and within global asset classes is a core investing principle at Mercer Advisors.

Ship in canal
Market Commentary Article

Insights From Our CIO: The Iran War’s Impact on Markets Six Months In

CIO Don Calcagni shares an overview of how long-term investors should view the Iran war after six months.

Tax Planning Article

How Much Money Do You Need To Work With a Wealth Manager?

Firm minimums vary widely, but a better question may be whether your financial complexity warrants professional coordination.

Market Commentary Article

Making Sense of Rising Treasury Yields

What investors should know about bond prices falling as long-term Treasury yields climb to a 19-year high.

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.

Listen
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.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

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.

Investment Management On-Demand 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.

FAQs
Financial Planning FAQ

How can I get started?

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Financial Planning FAQ

How does a family office approach differ from traditional wealth management?

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Financial Planning FAQ

What is the Mercer Advisors family office approach?

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Financial Planning FAQ

What’s the difference between a fee-only fiduciary and an advisor who earns commissions?

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Financial Planning FAQ

What is the difference between a fiduciary adviser and a financial advisor?

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Financial Planning FAQ

How do I find a fiduciary financial adviser?

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Financial Planning FAQ

Where can I verify if my advisory firm is a fiduciary?

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Financial Planning FAQ

Should I require my advisor to be a fiduciary?

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Further Learning

Trustee Services On-Demand Webinar

Navigating Medicare: Your 2027 Open Enrollment Playbook

Mercer Advisors Colin Day and Chapter’s Ari Parker break down Medicare’s 2027 updates, enrollment steps, and key decisions for retirees.

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Family & Health Podcast

Episode 528 – Financial Considerations When a Baby is on the Way

A practical guide to the financial moves expectant parents should make before baby arrives, from liquidity and insurance to tax credits, 529s, and estate planning.

Retirement Article

Retirement Tax Planning: Your Lowest-Tax Window May Be Open
Insurance Solutions Article

Medicare Covers a Lot. It Doesn’t Cover Long-Term Care.

Medicare doesn’t cover long-term custodial care. Learn what it covers, what it doesn’t, and how self-funding, hybrid insurance, and estate planning can help you prepare for the gap.

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?

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