Wealth Management Blog

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Behavioral biases are inherent to every human being. They are the subconscious manifestations of a number of factors, including the influences of our upbringing, our collective experiences and the filters through which we absorb media output. What is important for the investor to understand is that behavioral biases are often difficult to recognize and acknowledge [...]

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Taxes impact investable assets. They erode capital as they take a substantial bite out of your compoundable returns over time. Though important for any investor, tax management becomes increasingly more valuable and necessary for those who find themselves in the higher tax brackets. Taxes truly matter for any assets you hold outside of a tax-sheltered [...]

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Congratulations to Dr. Hal Krueger on his first hole-in-one! On Tuesday, April 16th, 2013, a longtime Mercer Advisors client, Dr. Hal Krueger, joined Dave Barton (our President and CEO), Scott Kvancz (VP and General Counsel) and Adam Stempel (Managing Director) for a round of golf at La Cumbre Country Club in Santa Barbara, California. To [...]

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