Mercer Advisors
Sharing Knowledge

Mutual Funds

Mutual funds can be an efficient way to build a diversified portfolio — but selecting the right funds requires understanding how factors like cost, turnover, tax efficiency, and underlying strategy can affect your long-term outcomes. At Mercer Advisors, our investment team applies an evidence-based approach to fund selection and portfolio construction, drawing on decades of academic research and practical investment experience. Browse the articles below for perspective on mutual fund strategy, factor investing, and how to build a more thoughtful portfolio.

Market Commentary Article

Factor Investing 101: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains factor investing — an evidence-based strategy to improve expected returns while maintaining transparency 

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Investment Management Article

Executive Compensation: 4 Perks and Pitfalls

From bonuses to RSUs and stock options, we’ll explore the perks of executive compensation and how to avoid the pitfalls.

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Women & Wealth Article

5 Empowering Money Tips for Women: Build Wealth with Ease

We share five wealth-building strategies that span from paying yourself first to retirement investing and insurance solutions.

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Market Commentary Article

Perspectives on a Two-Month Stock and Bond Markets Selloff

In turbulent times, take a step back and find the silver linings. Volatility can offer valuable investment opportunities.

Further Learning

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

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.

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

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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