Mercer Advisors
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Stocks Mutual Funds ETFs

From tax-efficient ETF portfolios and factor-based stock strategies to private credit, QSBS investing, and navigating market volatility, the choices you make across public markets can have a meaningful impact on your long-term returns and tax outcomes. At Mercer Advisors, our investment team applies an evidence-based, disciplined approach to help clients build portfolios that match their goals, risk tolerance, and tax situation. Explore the resources below for clear guidance on stocks, mutual funds, ETFs, and beyond.

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.

Market Commentary Article

How SpaceX’s Performance Underscores Our Caution on IPO Investing

SpaceX stock has fallen sharply since its public trading debut, a reminder of why investing around the hype of IPOs can be treacherous.

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.

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.

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 On-Demand 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.

FAQs
Investment Management FAQ

What is a protective collar strategy?

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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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Investment Management FAQ

How many investments should a diversified portfolio have?

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Investment Management FAQ

Should retirees diversify differently than younger investors?

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Investment Management FAQ

Can diversification eliminate risk?

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Investment Management FAQ

How often should I rebalance my portfolio?

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Investment Management FAQ

What are examples of diversification strategies?

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Further Learning

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.

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Retirement Podcast

Episode 526 – First Years of Your Retirement: How Best to Prepare

Discover why the first years of retirement set the tone for long-term success and how to spend intentionally during your most active, healthy years.

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.

Tax Planning Article

The New Math of Charitable Giving Tax Deductions

New 2026 charitable giving tax deduction rules changed the math. Learn how the AGI floor, the 35% cap, and DAFs reshape your year-end giving strategy.

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.

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