We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
CFPĀ®
CFA, CFPĀ®
CFA
CFPĀ®
J.D., LL.M.
Mesirow co-hosted the 15th annual DuPage County Regional Business Outlook, bringing more than 600 key business and civic leaders together to discuss the countyās future. Mesirowās Executive Chairman Richard Price joined Jim and Jane Sedar, Chairman of the Associates Board of Directors at First Tee, where they enjoyed hearing keynote speakers present on āThe Road Aheadā ā a forward-looking exploration of the economic trends, business opportunities and challenges shaping DuPage County and the broader Chicagoland area.
Mesirow hosted golf events for clients and their families, where Jim spent the afternoon on the course alongside fellow early-career professionals. The events offered an opportunity to connect in a relaxed setting, fostering meaningful conversations and camaraderie while building relationships that support financial confidence and growth.
Jim had the pleasure of attending the CFA Society of Chicagoās 37th annual dinner. Mesirow was a proud sponsor of the event, and attendees connected with other investment professionals and key industry decision makers. Mesirow is not affiliated with this association.
James E. Gaines, CFA, CFPĀ®
Strategically allocating assets across accounts with varying tax treatments can help optimize tax efficiency, reduce risk, provide tax flexibility, and potentially maximize after-tax returns.
This article provides a summary of what you need to know about the FDIC, an independent agency that provides insurance to member banks.
Many of our clients own business assets or personal property that have appreciated in value and struggle with ways to sell these assets without triggering immediate capital gains taxes. The good news is, there is a way to defer these taxes by using a 1031 Exchange.
Having a baby is one of the most awe-inspiring moments in most people's lives, truly a time of profound emotion and personal joy. However, that joy also comes with financial complexities that can be dealt with by planning ahead.
Inflation is at the highest rate since the early 80's, as we experience the effects of US Government & Federal Reserve stimulus programs that were put into place to support the economy during the pandemic.
A 401(k) plan is often a key benefit for attracting and retaining employees, but managing a plan can be challenging for small business owners. Mesirow and a Third Party Administrator (TPA) can help shoulder some of that administrative burden.
Paul and Jim recently represented Mesirow at the annual Dare 2 Tri golf outing. The non-profit specializes in adaptive sports and equipping athletes of all abilities to break through barriers they may face. (Mesirow is not affiliated with this association.)
David Israel has been a member of the Highland Park Community Foundation for the past four years and has served as Treasurer, on the Board of Directors, for the past two. This month David is being recognized and highlighted for his outstanding contributions to the foundation and the community it serves. (Mesirow is not affiliated with this organization.)
Jim Gaines recently attended the WTTW and WFMT gala hosted by Renee and Lester Crown and the Board of Trustees. The gala was in celebration of 2024 and WTTWās work to enrich lives, engage communities, and inspire exploration. (Mesirow is not affiliated with this association.)
Jim Gaines recently attended the Magic of Music golf outing. The event was in support of the Ravinia board of trustees who were raising money for Reach Teach Play. Along with wealth advisor attendees Mesirow was also represented by Richard Price, Executive Chairman of Mesirow, and his wife who sponsored the 10th hole. (Mesirow is not affiliated with this association.)
Paul Blumberg, along with his wife Lisa, joined other Mesirow employees for the third annual Richard Mesirow day. Together employees packed over 450 āBoredom Buster Bagsā for Highwood Public Library, and afterwards the bags were distributed to youth in the Highwood area. Richard Mesirow day is a day we take to remember and carry on the philanthropic legacy that Richard left on the firm. (Mesirow is not affiliated with this association.)
The Lake County Bar Associationās Family Law Seminar was held in late October ā23. Jim Gaines was featured as one of the presenters, providing training for attorneys on a variety of financial topics from how to start saving to taxable investment accounts. (Mesirow is not affiliated with this organization.)
David, Paul and Jim recently helped sponsor a fundraising event for Dare2Tri, a non-profit organization committed to removing barriers to sports and fitness. Dare2Tri encourages recreation, racing, and competition, while also cultivating a sense of community for all athletes, who are not labeled by physical ability, but rather their determination and will to succeed. Learn more about how you can get involved. (Mesirow is not affiliated with this organization.)
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