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We exist so that you don’t have to worry about money.
- A Family Office For Your Family
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  - A Hand-Picked Wealth Advisor
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The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO
When markets turn turbulent, many investors have an instinct to sell and wait until markets are calm. CIO Don Calcagni explains why to avoid this trap.

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The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

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Portfolios Built for Moments Like This: Insights From Our CIO

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Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors

April 8, 2025

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

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The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

Portfolios Built for Moments Like This: Insights From Our CIO

Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors

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