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®
CFPĀ®
CFA
CRPCĀ®
For more than 15 years, our team has worked to create customized financial plans for multi-generational families. During that time, we have endeavored to remain true to our team's governing principles.
Mesirow was proud to host a special volunteer day honoring the legacy of Richard Mesirow on December 7 and Brian was able to join in on the fun! In partnership with Highland Park Community Foundation and GRATITUDE GENERATION, Mesirow employee volunteers and their families wrapped gifts, made cards and created holiday decorations for families in need.
Bill talks everything about important issues for Social Security retirees, the actuarial report and more.
Bill talks everything from Dollar Cost Averaging in a 401(k) plan to how tax cuts could possibly be reversed in 2026 and more.
For many years, our team has supported the National Military Family Association. For more than 50 years, the National Military Family Association (NMFA) has been on a mission to stand up for, support, and enhance the quality of life for every military family through bold advocacy, innovative programming, and dynamic and responsive solutions.
Bill A. Robbins, CFPĀ®
Although periods of market volatility can often create investor anxiety, the gains and losses incurred during up and down markets can be leveraged to work together to minimize the taxes investors pay on capital gains.
With our increased dependency on internet-based online solutions, it is important to keep your information safe and secure.
Many of us expect to stay healthy and self-sufficient well into our senior years, but planning for the possibility is not only prudent, it can help protect your assets, investments and resources from what can become significant expenses later in life. And for people who have a family history of Alzheimer's or dementia, those concerns are magnified.
Each fall, many of our clientsā children and grandchildren begin their college experience. Now is a good time to review how to spend those 529 College Savings Plan assets.
There have been many times in our nation's history when unforeseen circumstances or economic shifts have created significant change. Although the history books have not yet been written on what we are all going through now, it is probable that for many of us, changing circumstances are impacting both short- and long-term priorities.
Knowing what tax-advantaged investment accounts are is crucial for the management of our clientsā wealth. These vehicles shelter ongoing investment growth from taxes, and may provide a tax benefit for contributions or withdrawals.
Mesirow does not provide legal or tax advice. Past performance is not indicative of future results. The views expressed above are as of the date given, may change as market or other conditions change, and may differ from views express by other Mesirow associates. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions, it is not intended as advice designed to meet the particular needs of an individual investor. Information herein has been obtained from sources which Mesirow believes to be reliable, we do not guarantee its accuracy and such information may be incomplete and/or condensed. All opinions and estimates included herein are subject to change without notice. This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of the information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. | Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. Ā© 2026, Mesirow Financial Holdings, Inc. All rights reserved. Any opinions expressed are subject to change without notice. Past performance is not indicative of future results. Advisory Fees are described in Mesirow Financial Investment Management, Inc.ās Form ADV Part 2A. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC registered investment advisor. Securities offered by Mesirow Financial, Inc. member FINRA and SIPC.