News & Views


A Diversification Check-Up

Historically the monthly stock market return has been positive about 65% of the time. Recently, however, a false sense of security has washed over investors. Which brings up the question: are you diversified? learn more

SMART Portfolios | What's in a Name? Growth vs. Value

Ever wonder how to decipher a mutual fund and ETF box or what the difference between growth or value is? Well, we explain it all in our recent article. learn more

Perspectives | Growth Speeds Through A Yellow Light

U.S markets, global economies, and the demand for growth-oriented equity investments have dominated the news lately. However, is growth starting to show signs of a slowdown? Our Perspectives newsletter gives insights into topics that can affect your portfolio and shape market sentiment. learn more

2019: We're Off to A Strong Start
This Perspective newsletter discusses financial markets, possible Federal Reserve policy changes, and Brexit. learn more 

Mesirow Named a Top 100 Retirement Plan Adviser
PLANADVISER’s list is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. learn more


Mesirow Financial Named a 2018 Top DC Advisor Team by NAPA
NAPA’s list is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. learn more

Chip Logan Joins Our RPA Group
Chip will enhance the regional client management footprint by leveraging his industry expertise and long-standing relationships. learn more

A Guide to Sustainable Investing
We discuss how sustainable investing has grown in popularity in recent years and what investors show know before exploring these funds. learn more

What the Coming S&P Sector Changes Mean for Investors
Cara Esser, CFA, discusses how those invested in passively managed sector funds should understand these changes. learn more

2018 Pensions & Investments Eddy Awards
Congrats to Retirement Planning and Advisory's client, City of Des Moines, Iowa, on winning 2nd place for plan transitions at the 2018 Eddy Awards. learn more

New 401k Offering for 1871 Members, Powered by Mesirow Financial
We are excited to announce a new retirement plan benefit available to all 1871 companies and alumni members. learn more


401(k) Contribution Limits Have Increased
The Internal Revenue Service announced 401(k) contributions limits have increased for tax year 2018. learn more

Bruce Kidd Joins Mesirow Financial’s Retirement Planning and Advisory Group
Bruce will work to expand client relationships and pursue strategic opportunities within the group as well as cultivate partnerships and initiatives across Retirement Planning and Advisory and any additional businesses relating to corporate clients. learn more

Mesirow Financial Launches Innovative SMART Portfolios
An easy-to-use online tool that provides access to professional, institutional-quality portfolio management through a secure and low-cost investment product. learn more


401(k) Contribution Limit Remains Unchanged 
The Internal Revenue Service announced 401(k) contributions limits remain unchanged for tax year 2017. learn more

Exceptional Client Service in Des Moines
Mesirow Financial Retirement Planning and Advisory assisted the City of Des Moines in selecting Nationwide as its exclusive recordkeeper. learn more

Top 100 Adviser 
Mesirow Financial Retirement Planning and Advisory has been named a Top 100 Retirement Plan Adviser by PLANADVISER magazine. learn more