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Timely, concise insights from across Mesirow

Our financial products and services are grounded in understanding of the themes and trends driving opportunity now.

Featured Insights
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Healthy, wealthy and wise: Integrating unusual health care costs into your financial plan

Financial planning is largely an exercise in risk management – you prepare

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Noah on WGN

Mesirow Wealth Management's Noah Bloch on WGN 720 | March 2025

Hear Noah’s interview from March 3, 2025, where he discussed important topics to consider if you or someone you know is deciding to buying a home.

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Currency ticker EUR-USD, EUR-GBP, USD-JPY and their symbols.

Understanding currency quotes

Learning how exchange rates are presented and what they signify can offer a clearer view of the economic trends and market forces shaping currency values.

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Jars of change from small to large

The “Super Catch-Up” contribution: An opportunity you don’t want to miss

The Super Catch-up Contribution: An opportunity you don't want to miss

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Gift tax reporting for transfers to Irrevocable Trusts

Gift tax reporting for transfers to Irrevocable Trusts

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The importance of asset allocation for retirement and estate planning

Asset allocation is one of the most critical decisions in building and preserving wealth, particularly as it relates to retirement and estate planning.

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For sale sign on building door

Selling your business: Tax planning strategies to consider well before you pull the trigger

Selling your business: Tax planning strategies to consider well before you pull the trigger

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nuts and berries in a jar

January 2025 Market Update: Food, Beverage and Agribusiness

The food and beverage M&A landscape experienced mixed signals in January as geopolitical tensions and new tariffs introduced heightened uncertainty.

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Tiffany on WGN

Mesirow Wealth Management's Tiffany Irving on WGN 720 | February 2025

Hear Tiffany’s interview from February 3, 2025, where she recently discussed how now is a good time for a financial check-up including flow analysis, adjustments that might be needed and getting a head start on planning for tax season.

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Abraham Lincoln close up from a colorized 5 dollar bill

Mesirow Currency Management | 4Q2024 Commentary

Currency market activity and commentary on Mesirow’s currency for return strategies

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US Dollar bill, super macro, close up photo

Currency Outlook 2025

Inflation, the US election, geopolitical uncertainty and FX volatility were major themes in 2024. What might we see in 2025?

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Gregg on WGN 720

Mesirow Wealth Management's Gregg Lunceford on WGN 720 | January 2025

Hear Gregg’s interview from January 9, 2025, where he discussed key factors that help contribute to retirement success.

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