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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.

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beverage

March 2025 Market Update: Food, Beverage and Agribusiness

Despite ongoing market volatility in March, the food & beverage M&A landscape remained resilient.

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Gregg on WGN

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

When is the right time to discuss money values with your family? Gregg Lunceford recently discussed the intricacies of this topic, with Jon Hansen on “Mesirow Monday” on WGN Radio 720. Have questions, message us! 

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Currency exchange rate board

The powerful and wide-ranging effects of currency exchange rates

Keeping an eye on currency trends and information can explain the ‘why’ of economic events that have life-altering consequences for people and nations.

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American 100 Dollar Under Paper Cut Out Bar Graph

Don’t let FX erode your gains

Embedded currency exposure in a portfolio can detract from risk-adjusted returns. Investors should assess how currency exposure impacts their portfolios and consider strategies to manage this risk as a means of enhancing overall portfolio outcomes.

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Top of aluminum drink cans

February 2025 Market Update: Food, Beverage and Agribusiness

February 2025 was another active month for M&A in the food, beverage, and agribusiness industry, as companies leveraged early-year momentum to refine their portfolios.

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Stethoscope

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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Wooden toy house close up

Gift tax reporting for transfers to Irrevocable Trusts

Gift tax reporting for transfers to Irrevocable Trusts

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Plastic pieces sorted by color

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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