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.

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.

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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.

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.

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.

Market Commentary Article

Why The New Fed Chairman Won’t Clarify the Interest Rate Outlook

Investors crave certainty about the direction of interest rates. They are unlikely to get that from new Federal Reserve Chairman Kevin Warsh.

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Investment Management Article

Using Stock Swaps to Exercise Employee Stock Options

Learn how stock swaps (pyramiding) may offer a tax-efficient way to exercise employee stock options, manage cash flow, and optimize your equity compensation.

Investment Management On-Demand Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Women & Wealth Article

Risk, Control, and Clarity: Smart Investing for Women

Explore how affluent women define smart investing. We offer advanced strategies for risk management, tax optimization, and legacy planning.

Investment Management Article

Bond Investing Basics: What Every Investor Should Know

Explore our quick explanation of the bond market. Understand how bond yields, prices, and interest rates can impact your investments and comprehensive financial plan.

FAQs
Retirement FAQ

What is a “financial why,” and why does it matter in retirement planning?

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Retirement FAQ

What is retirement income planning, and how is it different from general retirement savings?

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Retirement FAQ

Do I need a retirement income plan if I’m already working with a financial advisor?

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Retirement FAQ

When is the right time to start retirement income planning?

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Retirement FAQ

What’s the difference between ETFs, mutual funds, and separately managed accounts (SMAs) in a retirement portfolio?

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Retirement FAQ

Where can I learn more about the Mercer Advisors retirement planning approach?

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Investment Management FAQ

What is portfolio diversification?

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Investment Management FAQ

Why is diversification important in investing?

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Further Learning

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Retirement Article

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

The SECURE 2.0 Act of 2022 introduced significant updates to retirement savings rules — automatic enrollment, emergency savings accounts, and enhanced catch-up contribution limits — that can meaningfully change how you plan for the future.

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Investment Management Podcast

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.

Women & Wealth Guide

Retirement Planning for Single Women: A Complete Guide

A practical guide to retirement planning for single women — covering Social Security, long-term care, estate planning, and an age-specific checklist.

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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