Michael Aleshire is a member of the investor relations and business development team and is responsible for responding to client and consultant requests for investment performance attribution and client service Prior to joining Mesirow in 2016 Michael was a Mutual Fund Administrator at US Bancorp Fund Services LLC Michael earned a Bachelor of Science from Marquette University He is a Certified…

Michael Annin is President and founding member of Mesirow Fiduciary Solutions He oversees client development marketing research methodology and project management Mike has more than 30 years of experience in the financial services industry and has led numerous initiatives focused on the defined contribution market – including Mesirow fiduciary partnership and custom target services Prior to…

Michael Breen is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management He specializes in creating customized financial plans cash flow analyses retirement plans stock option planning and generational wealth transfer plans for affluent individuals foundations and business owners Michael often serves as the key advisor to individuals and families experiencing intense times of…

Michael DuCharme is Managing Director and Head of Trading & Operations in Mesirow Currency Management He is responsible for the development of currency applications and systems to streamline trading processes reduce operational risk and lower trading costs Michael has more than 17 years of foreign exchange experience Prior to joining Mesirow in 2017 Michael worked at Russell Investments as…

Michael Hellen is a Consultant in Mesirow Fiduciary Solutions He provides extensive quantitative and qualitative investment research for the groups fiduciary partnership consulting institutional due diligence and other related engagements Michael has four years of industry experience Prior to joining Mesirow in 2021 he worked as an intern at Options Clearing Corporation and Aepos Group LLC…

Michael Vitek is a Managing Director in Mesirow Equity Management He serves as an analyst for the small cap value and small-mid cap value strategies and provides coverage for the technology and healthcare sectors Michael has more than 30 years of industry experience Prior to joining Mesirow in 2016 he was a Senior Director and Research Analyst for Fiduciary Management Associates LLC which was…

Michael Zehfuss is a Senior Managing Director and Head of Client Management in Mesirow Currency Management His responsibilities include the oversight and development of the group’s institutional relationships worldwide and partnering with clients to provide strategic customized currency solutions Michael has 25 years of experience in investment management and investment banking Prior to joining…

Michelle Maguire is a Managing Director for Mesirows  client service and business development team where she focuses on corporations public plans foundations and endowments in the Midwest and Eastern United States Michelle has more than 35 years of industry experience and has been with Mesirow since 2020 when the Chicago Equity Partners (CEP Fixed Income team joined the firm At CEP she held a…

This is a great time to review the goals that you set at the beginning of the year to ensure you are on track It is important to reflect on your financial goals investment strategies and risk tolerance to ensure that you are well-positioned for the remainder of the year and beyond , 1 Review your financial goals, New year new me In January many individuals set goals only for those goals to be forgotten  Now is a great time to reflect on the goals that you set at the beginning of the year Are they still relevant Have life circumstances or priorities shifted Whether it was increasing savings spending more time with loved ones reducing debt improving your fitness or investing more now is a great time to…, 2 Review your retirement contributions, With the Tax Cuts and Jobs Act (TCJA set to expire at the end of 2025 this presents the opportunity to consider  Roth IRA conversions since we are unsure of what tax rates will look like in the future Strategic partial conversions can help manage tax liabilities reduce future Required Minimum Distributions (RMDs and be a great estate planning tool as you are building a bucket of assets that can…, 3 Consider implementing tax-loss harvesting strategies, The midway point of the year is a great time to review your investment portfolio for underperforming assets Tax-loss harvesting involves selling investments where your purchase price (cost basis was more than the current market price which can result in losses that may reduce your taxable income This strategy can be beneficial during market corrections and can be combined with rebalancing efforts…, 4 Review your insurance coverage, Life events such as marriage divorce the birth of a child or the purchase of home can affect insurance needs Mid-year is a prudent time to reassess policies including life health disability long-term care umbrella and property insurance to ensure they align with current circumstances and your goals  If youve met your health insurance deductible for the year now is a great time to schedule medical…, 5 Review your estate planning documents, Regularly reviewing and updating estate planning documents ensures that your assets are distributed according to your wishes It is recommended to review your estate plan (wills trusts and beneficiary designations immediately after changes in family dynamics or financial situations warrant a reassessment After making changes it is recommended to periodically review your estate plan to ensure that…, 6 Review your emergency fund balance, An adequate emergency fund is crucial for financial stability Typically it is recommended to have at least three to six months of your living expenses in cash to protect against large unexpected bills (such as medical bills home improvements or car damage or job loss Now is a great time to evaluate your budget adjust your savings to cover unforeseen expenses and ensure your cash reserves are…, 7 Consider making charitable contributions for 2025, If you are charitably inclined now is a great time to review your charitable contributions strategy for 2025 and to consider contributions to the charitable organizations that you support Utilizing a Donor Advised Fund (DAF bunching donations or taking advantage of Qualified Charitable Distributions (QCDs can enhance tax deductions while also providing support for the causes that mean the most…, Are you ready to reassess your financial goals, At Mesirow we understand that everyone has unique and personal financial goals We realize that financial priorities will change over time and we are here to help you navigate your financial goals with personalized advice tailored to your needs Conducting a mid-year financial review is a recommended step to ensure you are on pace to achieve both your short-term and long-term goals Now is an ideal…