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.

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.

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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.

Man monitoring assets on computer screen
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.

FAQs
Investment Management FAQ

What is a 60/40 portfolio?

See the answer
Tax Planning FAQ

What is the difference between a wealth manager and a wealth advisor?

See the answer
Tax Planning FAQ

What does a wealth manager do?

See the answer
Tax Planning FAQ

Do I need a wealth manager at $1 million?

See the answer
Tax Planning FAQ

Is wealth management worth it?

See the answer
Tax Planning FAQ

How much does it cost to work with a wealth advisor?

See the answer
Tax Planning FAQ

What is the difference between fee-only and commission-based wealth advice?

See the answer
Retirement FAQ

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

See the answer

Further Learning

Trustee Services On-Demand Webinar

Estate Planning: The Decisions Behind the Documents

We break down the key roles in estate planning — trustees, executors, and agents — and how to choose the right people, communicate with family, and keep your plan up to date.

Retirement Guide

Retirement Tax Planning: A Year-Round Guide to Help Keep More of What You’ve Built

A comprehensive retirement tax planning guide covering Roth conversions, RMDs, IRMAA, Social Security taxation, QCDs, and tax-loss harvesting strategies for retirees.

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Market Commentary Podcast

Episode 41: Making Sense of Rising Treasury Yields

David Krakauer, Vice President of Portfolio Management, examines the economic forces that have pushed long-term Treasury yields to the highest level in nearly two decades — and why investors shouldn’t be alarmed.

Women & Wealth Article

How Women Can Design a Legacy That Reflects Their Values

A legacy plan goes beyond transferring assets — it helps transfer your values. Learn how women can design financial legacies that reflect what matters most to them.

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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