Lori Rodriguez Casey is a Senior Managing Director of Asset Management in Mesirow Institutional Real Estate Direct She is involved in all aspects of managing the group’s real estate assets Lori has over 30 years of real estate experience all within the multifamily sector Prior to joining Mesirow in July 2014 she was a Business Developer and Regional Manager for Marquette Companies responsible for…

Luis Arroyo is an Associate FX Trader in Mesirow Currency Management He is a member of the team responsible for the group’s execution and trading system efforts for the suite of institutional currency programs Luis has more than 6 years of foreign exchange experience Prior to joining Mesirow he worked for Vulcan LLC and Russell Investments Luis earned a Bachelor of Business Administration of…

Luis Trujillo is a Client Relationship Specialist in Mesirow Wealth Management He is responsible for day-to-day client service and communications as well as general administrative functions across multiple Wealth Management advisor teams  Luis joined Mesirow in 2025 and has five years of experience in the financial services industry Prior to joining Mesirow he worked as a Client Service Associate…

Luis Villarejo is a Managing Director in Mesirow Strategic Fixed Income He is responsible for client servicing marketing and consultant relationships in Puerto Rico Latin America and the Caribbean Basin as well as the Hispanic market throughout the United States Luis has more than 40 years of experience in the banking and financial services industry Prior to joining Mesirow in 2005 he was as a…

Aging populations are a global phenomenon It is estimated that the global population of individuals over age 60 will grow from 12% to 22% by 2050 primarily as a result of increasing lifespans, 1, Every day 10000 American baby boomers reach their full retirement age of 65 and it is estimated that by 2030 all boomers will be age 65 or older, 2, The aging of the population is creating serious conversation around the topic of retirement as individuals try to figure out if and how they would like to transition from their primary careers into a retirement period that may be much longer and different than those experienced by prior generations The decision to retire has become more complex as a result of the elimination of guaranteed pension…, Step 1 Develop your financial self-efficacy, Financial self-efficacy is the belief that you can achieve and succeed financially Although you may have the financial resources to retire a lack of confidence regarding your ability to financially succeed in retirement can lead to anxiety that may limit your fun and enjoyment during this exciting stage of life Research studies show that financial planning plays a key role in developing financial…, Step 2 Develop your retirement identity, We spend our early and middle age years developing skillsets and building our work identities Working Americans spend more time engaged in their careers than any other activity Over time our personal and professional identities become tightly woven together Your community frequently knows you as a physician accountant teacher or employee at a certain company The immediate disconnection of work…, Step 3 Further expand your social network, Work has several non-financial benefits such as socialization At the end of a 25+ year career it is common to have a meaningful part of your social interactions come through work affiliations When you retire your friends and colleagues may not be as accessible due to their own career demands Prior to retirement it may be helpful to develop social relationships that will provide you with…, Conclusion, In conclusion the decision to retire involves a myriad of life style changes challenges and opportunities Comprehensive financial planning the ability to define your “new self” outside of a work environment and the ability to develop new social relationships will all impact your successful transition from your career to your new adventure in retirement Your Mesirow Wealth Advisor can help you…, Published January 2025, 1 https//wwwwhoint/news-room/fact-sheets/detail/ageing-and-health#~text=In%202020%2C%20the%20number%20offrom%2012%25%20to%2022%25 2 https//wwwcensusgov/library/stories/2019/12/by-2030-all-baby-boomers-will-be-age-65-or-olderhtml

There are few topics in currency risk management that are more polarizing than the most basic question should currency risk be hedged Much less controversy exists about the need to hedge emerging market currencies Many analysts and investors believe that hedging emerging market currencies is unnecessary They offer various reasons currency return is zero over the long term the cost of carry is too…