Timely, concise insights from across Mesirow

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

    Concept of time

    T+1 security settlement looms

    T+1 will affect processing time, currency trading and foreign investors. Is an FX specialist necessary?

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    File boxes on shelf

    The impact of changing interest rates on estate planning strategies

    While inflation has since trended downward, the Fed has kept the Federal Funds Rate elevated.

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    US currency on yellow background

    The US hedging advantage

    Potential to increase return while reducing risk by hedging currencies

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    A treasure of Roman gold and silver coins.

    Gold attempts a comeback

    Should the world reconsider gold as the basis for an international monetary system?

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    Sun over mountains

    Second time’s the charm: Achieving financial independence after 50

    Achieving Independence

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    Pin Points

    Why you need a financial plan

    Why you need a plan

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    Colorful mosaic tiles

    Connections | March 2024

    Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you.

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    Book Cases

    A beginner’s guide to 529 plans

    A beginner's guide

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    Mesirow Monday featuring Leo Harmon

    The resilience of the economy throughout 2023

    Leo Harmon discusses the economy since the start of Mesirow Monday two years ago, investing, rate cuts and what we can expect in the next couple of months.

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    macro photo of lilac amethyst

    Hidden gems: The compelling case for small cap high yield

    Compelling reasons to invest in this often ignored part of the market

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    macro, old sheets of newspaper

    Some currencies grabbed headlines last year – for all the wrong reasons

    Last year we described CBDCs and the decline of three currencies – what’s their status today?

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    Digital chart

    Strategic Fixed Income | 4Q2023 Commentary

    Market review and outlook for investment grade fixed income strategies.

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    Concept of time

    T+1 security settlement looms

    T+1 will affect processing time, currency trading and foreign investors. Is an FX specialist necessary?

    Read article
    US currency on yellow background

    The US hedging advantage

    Potential to increase return while reducing risk by hedging currencies

    Read article
    A treasure of Roman gold and silver coins.

    Gold attempts a comeback

    Should the world reconsider gold as the basis for an international monetary system?

    Read article
    Mesirow Monday featuring Leo Harmon

    The resilience of the economy throughout 2023

    Leo Harmon discusses the economy since the start of Mesirow Monday two years ago, investing, rate cuts and what we can expect in the next couple of months.

    Read article
    macro photo of lilac amethyst

    Hidden gems: The compelling case for small cap high yield

    Compelling reasons to invest in this often ignored part of the market

    Read article
    macro, old sheets of newspaper

    Some currencies grabbed headlines last year – for all the wrong reasons

    Last year we described CBDCs and the decline of three currencies – what’s their status today?

    Read article
    Digital chart

    Strategic Fixed Income | 4Q2023 Commentary

    Market review and outlook for investment grade fixed income strategies.

    Read article
    Close up view of compass

    2024 Currency outlook

    Uto Shinohara outlines the potential for more market volatility for the FX markets in 2024.

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    Swiss cash denominations ten francs

    4Q2023 Currency Commentary

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

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    Finance and money technology background concept of business prosperity and asset management . Creative graphic show economy and financial growth by investment in valuable asset to gain wealth profit

    Cryptocurrencies make room for tokenization

    Distributed ledger technology fosters digitization of just about everything

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    Macro shot of one hundred swiss francs banknote

    Clever currency hedging for Swiss investors: Tenor tactics for lower carry costs

    Tenor management can alleviate carry penalties while managing currency risk

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    Close up of bond certificates

    Wrong way bonds

    Yes, high yield bonds’ true duration is… negative

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    sunset

    2023 Debt Market Year in Review

    2023 Debt Market Year in Review

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    Plane above the clouds

    2023 Year-End Sector Report: Aerospace & Defense

    Expert analysis of Aerospace & Defense M&A activity in 2023

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    Industrials

    Industrial automation and nearshoring

    Industrial automation and nearshoring

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    Distribution boxes

    2023 Year-End Sector Report: Specialty Distribution

    Expert analysis of Specialty Distribution M&A activity in 2023

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    High-tech industrial equipment in a manufacturing facility

    Industrial Technology Market Update

    An update on the test & measurement and industrial automation sector growth predictions.

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    Image of a plane engine wheels and wing

    Commercial Aviation

    What does the surging demand for air travel mean for aerospace manufacturers? Our experts share their insights.

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    Pharmaceutical packaging

    2023 Mid-Year Sector Report: Packaging Perspectives

    In this issue, our packaging industry experts examine the macro-trends impacting the industry and provide a spotlight on the pharmaceutical packaging sector.

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    Chocolates and cookies piled together

    Food, Beverage & Agribusiness Sector Spotlight: Candy, Nuts & Snacks

    In this special report, our experts share their perspectives on the candy, nuts & snacks space, including an analysis of current trends in consumer behavior, ingredients and technologies and their impact on market performance.

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    Image of a freight train with multicolored cars against a sunset

    2023 Mid-Year Sector Report: Specialty Distribution

    Expert analysis of M&A activity in specialty distribution and a look at current distribution & supply chain trends and technologies

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    Plane wing in the clouds at sunset

    2023 Mid-Year Sector Report: Aerospace & Defense

    A look at the current A&D trends, including commercial aviation, AI and space exploration, driving M&A activity.

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    Empty plastic bottles

    Packaging Perspectives 1Q2023 Market Update

    An expert update on the current state of M&A activity in the paper, plastics & packaging industry

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    Pallet picking at a warehouse

    Specialty Distribution 1Q2023 Market Update

    A look at why M&A activity remains strong in the distribution and supply chain sector.

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    Tiffany Irving on WGN 720

    Mesirow Wealth Management’s Tiffany Irving on WGN 720 | March 2024

    Hear Tiffany’s interview from March 4, 2024, where she discussed estate planning basics: how to get started and the importance of keeping your plan up to date.

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    Pin Points

    Why you need a financial plan

    Why you need a plan

    Read article
    Colorful mosaic tiles

    Connections | March 2024

    Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you.

    Read article
    Gregg Lunceford January 2024

    Mesirow Wealth Management's Gregg Lunceford, Ph.D, CFP® on WGN 720

    Hear Gregg’s interview from January 8, 2024. Gregg discussed, how to plan strategically in order to fulfill your financial New Year’s resolutions..

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    Tiffany Irving December 2023

    Mesirow Wealth Management's Tiffany Irving CFP® CEPA® on WGN 720

    Hear Tiffany’s interview from December 4, 2023, where she discussed her year-end financial planning checklist and tips on how to jumpstart 2024 financial plans.

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    Sunset in mountains

    Three tips to plan for the 2026 “sunset” of the Tax Cuts & Jobs Act

    Although 2026 is still more than two years away, there are a few strategies that you can use now to take advantage of the current rules before they lapse.

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    Notepad and coffee mug on desk

    Prepare, Plan, Protect — Wealth planning tips for business owners

    As the company grows, so does the staff and leadership team as owners begin to delegate and spend more time on managing versus executing.

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    Jennifer Gartenberg November 2023

    Mesirow Wealth Management’s Jennifer Gartenberg, CFP® on WGN 720

    Hear Jennifer’s interview from November 6, 2023 where she discussed effective ways for listeners to give to their favorite charity by year-end.

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    Sumit Desai Mesirow Monday Sept 2023

    Mesirow Wealth Management’s Sumit Desai, CFA on WGN 720

    Hear Sumit’s interview from September 11 , 2023 where he discussed how to build a diversified portfolio while limiting risk

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    Multi-generational family

    Peace of mind for generations: How Mesirow helped a family protect their assets and legacy

    In this case study, learn about how multiple generations of a client's family has worked with their Mesirow Wealth Advisory team.

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    Rainbow

    Renting versus buying a home: Deciding what's best for you

    Both renting and buying offer distinct advantages and considerations, this article will help you to carefully evaluate them before making a decision.

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    Clock

    Are your philanthropic gifting strategies still up to date?

    Learn how changes to IRS regulations over the last few years have, in some instances, expanded how an individual may want to consider carrying out charitable giving.

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