Mercer Advisors
Sharing Knowledge

Young Professionals

Investment Management Article

Bond Investing Basics: What Every Investor Should Know

Explore our quick explanation of the bond market. Understand how bond yields, prices, and interest rates can impact your investments and comprehensive financial plan.

What Clients Ask Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

Investment Management Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

Women & Wealth Article

Financial Independence for Women: A Long-Term Plan

A Women & Wealth outline to financial independence, covering planning, investing, retirement, tax, and estate strategies to build confidence at every stage of life. 

Tax Planning Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

An advisor working with a client on a backdoor roth IRA
Retirement Article

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

If you’ve outgrown the direct Roth IRA due to income limits, consider the backdoor and mega backdoor Roth strategies.

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

A couple talking with a wealth advisor about mistakes
Financial Planning Article

The 7 Most Common Wealth Management Mistakes — and How to Avoid Them

Learn the seven most common wealth management mistakes and how a fiduciary advisor can help align investing, tax strategies, retirement income, and estate planning.

A couple is comparing a roth IRA to a traditional IRA with their advisor
Retirement Article

Roth IRA vs. Traditional IRA: Key Differences, Benefits & When To Choose Each

Roth IRA vs Traditional IRA: differences, tax benefits, contribution limits, RMD rules, and when each makes sense in retirement.

Two men talking about recapitalizations
Investment Management Article

What to Know About Recapitalizations in Private Equity

Learn how recapitalizations can affect your equity compensation, taxes, and long-term wealth.

A couple reviewing their insurance
Insurance Solutions Article

Is It Time To Review Your Insurance? Here’s When and Why You Should

An insurance review helps ensure you’re not underinsured, overpaying, or missing out on better coverage options.

A man monitoring his personal finance
Financial Planning Article

Personal Finance 101: 7 Tips

Financial literacy involves making confident, informed choices. We explore seven steps to help grow and safeguard your money.

young executive professional sitting with a financial advisor discussing layoff
Financial Planning Article

What To Look For in a Severance Package After Layoff

Understanding severance package components and knowing questions to ask are key to determining the financial impacts.

Further Learning

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.

Estate Planning Article

Estate Planning Strategies for Your Financial Future 

Learn how estate planning integrates with tax, investment management, and financial planning to help protect your wealth, minimize taxes, and transfer assets efficiently. 

Investment Management 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.

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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