Wealth Management Blog

Announcing Our California Expansion»

Our expansion up and down the California coastline is in full swing. Mercer Advisors is proud to announce our fully operational branch offices in San Francisco and Newport Beach. These new locations join our original California branch location in Santa Barbara.

These three branches will provide both existing and new clients with the expanded flexibility of access to Mercer Advisors in both northern and southern California.

With a brilliant track record of exceeding their client’s highest wealth management expectations, both the San Francisco and Newport Beach teams are excited to bring Mercer Advisors’ unique comprehensive financial planning and objective fiduciary-level investment advice to the Bay Area and Irvine alike.

Our San Francisco branch is led by Managing Directors Adam Stempel, CFP®, and Garth Shinn, CFP®, and staffed by Financial Advisor Jessica Ransom, CFP®, and Financial Administrator Steve Pointer.

Our Newport Beach branch is led by Loren Pierson, CFP®, and staffed by Financial Advisor Natalie Young and Financial Administrators Nancy Hudak and Kristy Resch.

Contact our San Francisco Branch
115 Sansome Street
Suite 1102
San Francisco, CA 94104
(888) 642.1000

Contact our Newport Beach Branch
610 Newport Center Drive
Suite 480
Newport Beach, CA 92660
(800) 394.3894

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[No Comments] Posted by: Mercer Advisors on May 15, 2012
Posted in: Announcements and News

Week in Review: May 7-11, 2012»

Featuring talking points on the most recent financial news This week The Dow logged its worst week for 2012 as worries in the Euro zone and trading losses at JP Morgan overshadowed continued strong earnings and economic news out of the U.S. Strong economic data rolled in: gas prices fell for the fifth week and [...]

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[No Comments] Posted by: Mercer Advisors on May 12, 2012
Posted in: Market Commentary

Discipline’s Reward»

In theory, we understand that markets are efficient… That they respond effectively to the dissemination of aggregate global information… That they absorb this information very quickly into equity pricing… Yet, despite this rational understanding we possess as global investors, the universal unpredictability of the market persists as both enigma and reality that continue to amaze [...]

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[No Comments] Posted by: Mercer Advisors on May 8, 2012
Posted in: Investment Management

The Week in Review: April 30 – May 4, 2012»

Featuring talking points on the most recent financial news This week In an otherwise dull week, stocks closed Friday on a gloomy note. The unemployment rate fell to its lowest level in 3 years but the number of jobs created fell short of expectations. The data confused investors who began to question the economy leading [...]

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[No Comments] Posted by: Mercer Advisors on May 4, 2012
Posted in: Market Commentary

Guiding Principle of Investing #5»

A 10-part series featuring Mercer Advisors’ Guiding Principles of Investing Asset classes with risk premiums provide greater return for assuming greater risk. A risk premium is the incremental return that an asset class pays for the additional risk taken. Academic research has validated the risk premiums tied to stocks vs. bonds, as well as small [...]

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[No Comments] Posted by: Mercer Advisors on May 1, 2012
Posted in: Investment Management

The Week in Review: April 23-27, 2012»

Featuring talking points on the most recent financial news This week Corporate earnings reports continued to pour in. Strong numbers buoyed optimism, pushing stock prices up and volatility down. Investors cheered Apple, Coca-Cola, AIG, American Express, Raytheon, Amgen, Pfizer and TJX Stores among others to 52-week highs. Almost 300 companies in the benchmark S&P 500 [...]

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[No Comments] Posted by: Mercer Advisors on April 28, 2012
Posted in: Market Commentary

The Week in Review: April 16-20, 2012»

Featuring talking points on the most recent financial news This week It’s earnings season and an ongoing stream of spectacular reports pushed stocks higher over the week, trumping worries about Europe (see below) and ho-hum economic reports. Of the more than 100 S&P 500 companies that have reported this quarter, better than 80% have beat [...]

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[No Comments] Posted by: Mercer Advisors on April 23, 2012
Posted in: Market Commentary

Investing During Crisis»

The following are excerpts from our latest Research Report, Investing During Crisis – The Paradox of Risk. To read the report in its entirety, click here. Crises and their subsequent repercussions (the human emotional response included) are known aspects of life. While crisis events often impact the market negatively, history has demonstrated repeatedly that the [...]

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[No Comments] Posted by: Mercer Advisors on March 15, 2012
Posted in: Investment Management

Guiding Principle of Investing #4»

Asset classes respond differently to the influence of market factors. Owning thousands of investments across an ample range of asset classes decreases the likelihood of any single market event devastating your portfolio.

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[No Comments] Posted by: Mercer Advisors on February 14, 2012
Posted in: Investment Management

What Makes a Good Investor?»

What are the behavioral traits of a good investor? A good investor makes investment decisions that are aligned with the methodical, objective and long-term strategic plan designed specifically for the investor’s unique goals and expectations – regardless of any intermittent or unexpected external forces introduced into the market equation.

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[No Comments] Posted by: Mercer Advisors on January 26, 2012
Posted in: Investment Management
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