Connections | March 2022

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Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you. Across all generations from life changes through life stages, Mesirow is here to help. That’s why every quarter we write content on topics that we hope are relevant and insightful for you.

How to donate with intention: Donor-advised funds versus private foundations

When planning how to donate to charitable causes, it is important to be aware of all of the tax implications. Two strategies often used by individuals and families are donor-advised funds (DAFs) and private foundations; each having unique costs and tax advantages.

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Estate planning with cryptocurrency is fraught with hidden pitfalls

As cryptocurrency continues to evolve as an emerging asset class, it is important to determine how this uniquely positioned investment interacts with other financial planning considerations, like estate planning.

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Divorce: Financial tips to help you prepare and stay organized

Divorce is one of the many unexpected events that can happen on the road we call life. As with any significant life change, a divorce can be an emotional and stressful period and the more organized and prepared you are, the better equipped you will be for this transition in your life. Here's how you can be.

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Apples to apples: Using the appropriate index is key to evaluating investment performance

We often track the performance of our portfolios relative to the performance of "the market" often mentioned in the media. While relative performance is a good way to gauge whether the allocation in a portfolio is performing as expected, comparing your portfolio against the major indices may be an apples-to-oranges comparison.

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Tools you can use

2022 planning guide

We have also included a link to the recently updated 2022 planning guide.

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