Greg McKee is a senior managing director in Mesirow Institutional Sales and Trading He currently works as a corporate bond trader servicing and providing liquidity for the firm’s institutional customers Greg has more than 12 years of experience in institutional sales and trading Prior to joining Mesirow in 2008 he was an analyst at Lehman Brothers in their fixed income sales department Greg is…

Gregg Lunceford is a Managing Director and Wealth Advisor in Mesirow Wealth Management He works with individuals families organizations athletes and business owners to help them create comprehensive financial planning strategies designed to accumulate grow protect and distribute their wealth He is also Chair of the Mesirow Inclusion Council Gregg has 32 years of experience in the financial…

by Keith Gustafson CFA and Christopher M ONeill PhD CFA CFP ® FRM ® ChFC ®, The margin of safety retirement savers need for peace of mind , Most retirement savers both under-save for retirement and potentially face a serious return drag from sub-optimal market chasing behavior—, Guaranteed Retirement Income (GRI, products can help Employer education automatic enrollment investment defaults and automatic contribution escalation have greatly helped to improve the retirement savings situation in years since their widespread adoption  Mounting empirical evidence however indicates that the serious behavioral problems persist  Our paper examines one of the more serious issues for the retirement savers—namely…

Haley Rafferty is Senior Vice President of Asset Management in Mesirow Institutional Real Estate Direct  Haley has more than 18 years of real estate experience all within multifamily Prior to joining Mesirow Haley worked for The Related Companies a New York based privately held real estate owner and operator During her tenure at Related Haley was a vice president leading operations of the firm’s…

Discussions between parents and children are not easy and get more complex as we advance to different stages in life Regardless of how mature we think we are as the parent or the child some discussions are just “not fun” Preparing and engaging in them creates stress and anxiety however not having them may result in a more devastating outcome, The most difficult family discussions¹, Adulthood Independence and Life Choices Understanding Death Relationship Breakups Family Conflict Finances Not only are the topics difficult but getting advice on how to approach them can be challenging too especially if you are trying to hold on to family secrets Early adulthood conversations such as the “birds and bees” may seem to be the most difficult but later conversations about your money…, Talking to your children about your money, If we want our children to do well with our assets we should explain what we are doing and why Discussions about money should start by explaining your values and showing how money can be used as a resource to maintain each value For example if a family highly values education for themselves and others parents should explain how their estates should be used to provide education for family members…, Other things they should know, Your children should also know where to find key contact information and documents in an emergency Items to cover in your discussion may include Basic personal information such as dates of birth past marriages to who parent’s full name birth places grandparent’s maiden name Critical documents such as marriage license birth certificates social security cards passports insurance policies pension…, Published January 2025, 1 https//healthfullycom/1012696-tackle-difficult-conversations-familyhtml2 https//wwwnefeorg/press-room/story-ideas/2013/financial-disconnect-among-seniorsaspx 2 https//wwwfa-magcom/news/millennials-want-family-help-in-retirement-33081html