Mercer Advisors
Sharing Knowledge

Portfolio Management

Discover the science behind investing and how to match your investments to your goals and objectives.

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

Questions to Ask When Choosing a Financial Advisor

Looking for a financial advisor? Asking the right questions to find someone who’s going to work in your best interest is key.

Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

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Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

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Market Commentary Podcast

Episode 36 – Is a Crisis Brewing in Private Credit?

The private credit market has been in the headlines, with some investors souring on the asset class. Mercer Advisors VP of Portfolio Management David Krakauer dissects what’s happening in this market and why investors shouldn’t worry if they have the right approach to private credit.

A pile of gold and silver
Market Commentary Article

Why We Don’t Speculate on Gold, Silver, and Crypto: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains why gold, silver, and crypto should be considered “speculative assets” that do not belong in most portfolios.

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Market Commentary Podcast

Episode 35 – The Newfound Religion for International Diversification

A strong year for international stocks has many investors clamoring to figure out how to invest internationally. Mercer Advisors CIO Don Calcagni shares his view on the right amount of international stocks for most investors.

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Financial Planning Podcast

Episode 512 – 401(k) Update: Changes That May Impact Your Retirement Plan

Learn about the 2026 Secure 2.0 Act 401(k) changes, including mandatory Roth catch-up contributions for high earners and new compliance rules for plan sponsors.

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Market Commentary Podcast

Episode 33 – Lessons from 2025 in Markets

Mercer Advisor CIO Don Calcagni looks back at the major market events of 2025 — from tariffs, a near bear market, an AI boom, an international stock resurgence, and a thawing in private markets — and shares his investing lessons to take forward into the new year.

A couple talking through their portfolio with an advisor
Market Commentary Article

Understanding Your Portfolio’s Exposure to AI, Energy, and Real Estate

How Mercer Advisors approaches investing in “hot” sectors like AI, energy, and real estate.

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Market Commentary Podcast

Episode 32 – Building a Fortress Balance Sheet

Investors spend too much time focused on narrow topics, when the goal of wealth management should be protecting your entire financial life by building a Fortress Balance Sheet, says Mercer Advisors CIO Don Calcagni. He explains how to get started thinking more holistically about your wealth.

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Financial Planning Podcast

Episode 507 – The Risk You Want vs. The Risk You Need

Explore the tension between the investment risk you want and the risk you actually need to achieve your long-term financial goals.

Market Commentary Article

Building a Fortress Balance Sheet: Insights From Our CIO

Why the goal of wealth management should be protecting your entire financial life by building a Fortress Balance Sheet

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
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Tax Planning & Preparation
Insurance Solutions
Investment Management
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Want to learn more about Mercer Advisors?

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