Meet your Mesirow Wealth Management team
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.
Events
Sophia on WGN 720
Hear Sophia's interview from June 3, 2024, where she discussed dive essential financial planning topics for young families.
Women Advisor Summit
Sophia recently joined other Mesirow Wealth Advisors at the Women Advisor Summit hosted by Investment News. The event is used as a space for women advisors to come together, connect, and talk about important things about being in the industry.
NAWBO Conference
Sophia and Tiffany Irving represented Mesirow at the 41st Annual Celebration of Achievement hosted by The National Association of Women Business Owners Chicago. They answered questions about business and personal finances for women business owners in the area.
Financial planning event
Sophia Yudkowsky, along with fellow Mesirow Advisor Noah Bloch, hosted a “Beyond budgeting: Financial planning for young families” event in March. The two educated young couples on financial planning for their long-term goals.
WIP Economic Outlook
Sophia recently joined other women in the investment industry for a luncheon about the latest Economic Outlook. The event was hosted by the non-profit Women Investment Professionals (WIP), which promotes connections and conversations among women in the industry.
Plan ahead
By Sophia Yudkowsky, CFP®
Five key financial planning ideas for young families
Financial planning is a crucial aspect of family life. From managing day-to-day expenses to preparing for major life events, families must navigate a complex landscape of financial decisions. It is easy for the demands of daily life to take precedence — from coordinating schedules for extracurricular activities, to planning birthday parties, or even simply planning a weeknight dinner. This article addresses five key financial planning topics that should be prioritized when trying to accomplish financial goals on top of day-to-day demands.
The importance of financial planning in the LGBTQ community
When it comes to meeting goals and staying on budget and on track to attain your financial objectives, financial planning is critical. Everyone has unique circumstances that must be considered when creating a comprehensive plan, and members of the LGBTQ community may have additional factors to consider when it comes to planning.
Apples to apples: Using the appropriate index is key to evaluating investment performance
Investors are often tracking the performance of their 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 an individual's portfolio against the major indices may be an apples-to-oranges comparison.
Planning for a loved one with special needs
In some circumstances, financial planning for the future can be complex due to varying family dynamics or unique circumstances.
Five essential finance terms everyone should know
Financial news reports can seem daunting to try to understand what is being said and how it impacts a person’s everyday life. To make things simple, here are five essential finance terms we believe everyone should know.
The power of uninterrupted compounding
The power of “compound interest” is a concept that has been around for a long time, and its benefits can be applied to a number of strategies designed to help accumulate wealth over time.
How stock splits work
Two companies made headlines when they both announced they would be splitting their stocks this year. Understandably this brings up a number of questions.
Why interest rates matter
If you have recently applied for a mortgage or financed a car, you may have noticed that the interest rate being charged is an important consideration in the purchase.
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