Mercer Advisors
Sharing Knowledge

Stocks Mutual Funds ETFs

Gain clarity on common investments vehicles and how they may impact your long-term goals.

Professions Article

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

Navigate the complexities of incentive stock options (ISOs). Learn about AMT, vesting, and strategic planning to help protect and grow your established wealth.

Investment Management Article

What a Stock Split Means for Your Portfolio

Explore how a stock split affects your portfolio and learn comprehensive strategies for managing concentrated positions, tax exposure, and charitable giving.

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.

Market Commentary Webinar

Q2 Market Outlook: Markets, Interest Rates, Inflation, and More

A market update on inflation, geopolitics, interest rates, and why diversification and investor discipline remain critical amid global uncertainty.

Market Commentary Article

The Economic and Market Impact of the Iran War After One Month: Insights From Our CIO

The conflict is ongoing and rapidly evolving, but early evidence shows the extent of the economic impact

Market Commentary Article

Is There a Crisis Brewing in Private Credit?

VP of Portfolio Management David Krakauer analyzes why the current concerns about private credit may be overblown.

Market Commentary Article

The Stock Market Was Strong Entering the Turmoil of the Iran War

U.S. companies were well positioned heading into the current bout of international turmoil, according to their latest round of quarterly reports

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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.

Investment Management Article

Understanding Qualified Small Business Stock (QSBS)

Learn how Qualified Small Business Stock can reduce capital gains taxes and what changed under the 2025 QSBS rules.

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Market Commentary Podcast

Episode 34 – A New Chairman for the Federal Reserve

President Trump has settled on a new leader for the Federal Reserve, but Mercer Advisors CIO Don Calcagni explains why the saga over the Fed — closely watched by markets — is far from over.

Market Commentary Webinar

Q1 Market Outlook: Markets, Interest Rates, Inflation, and More

A 2025 market review and 2026 outlook covering growth, inflation, rates, debt, global markets, and why diversification matters amid volatility.

People looking at capital gains on a computer
Tax Planning Article

Capital Gains Tax Basics: Rules, Rates, and Tax‑Saving Strategies

Learn the difference in long‑term and short‑term rates, state tax considerations, and more to help with tax planning and saving.

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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.

Further Learning

Estate Planning Article

Minnesota Estate Planning: Strategies for Your Legacy

Minnesota residents face a $3 million estate tax with no spousal portability. Discover trust strategies, lifetime gifting, and tools designed to preserve your legacy.

Professions Article

United Airlines Pilot Retirement: Key Decisions To Consider

Explore key financial decisions for United Airlines pilots to make three to five years before retirement: PRAP strategy, pension elections, and Medicare planning.

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Retirement Podcast

Inflation and Your Retirement Plan

John Walker and Jason O’Meara discuss how inflation can impact the purchasing power of your retirement savings and share strategies to help protect your wealth.

Estate Planning Article

Inheritance Planning Strategies for Your Wealth

Learn effective inheritance planning strategies. Get experienced guidance on estate taxes, wealth transfer, and comprehensive financial planning.

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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