Meristem News

CHICAGO – May 25, 2022 –  Cresset Asset Management, LLC (“Cresset”) and Meristem Family Wealth, LLC (“Meristem”) announced today that…

Institutional investors are often referred to as the “smart money.” These are enormous pools of capital controlled by the likes…

The Naples office of Meristem welcomed back its Spring Speaker series in March and April after a 2-year hiatus due…

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In January, Meristem celebrated the official retirement of one of our founding employees, Karol Carlsrud. Since 1999, Karol served as…

Meristem Family Wealth recently named Greg Laughlin, David Legus, Anne Paape, and Patrick Siering as Shareholders effective January 1, 2022….

Much like people who enjoy roller coasters, investors with a long-term investment horizon shouldn’t panic as the market changes course.

This time of year, not a lot of people are wishing for coal – that is unless you are a…

For several months now we have seen record job demand, but companies have struggled to fill open positions. In this…

On Sunday, the House Ways and Means Committee issued a draft proposing significant changes to tax law. The political path…

Due to continued growth, Meristem Family Wealth is pleased to announce that Daniel Sertich has joined our team as a…

Meristem Family Wealth announced today that Barb Quasius has joined the firm as Senior Lead Client Advisor. Quasius will be…

Risk Management (or insurance) has different meanings and solutions for different individuals. From a business’s viewpoint, insurance can be a…

After an extensive year-long search process, Meristem Family Wealth announced today that Lori Wallace has recently joined the firm as…

In today’s video, we sit down with Patrick Regan, Chief Investment Officer, as he introduces Lori Wallace, Vice President – Investments, the…

Over reasonable timeframes, we believe market returns are driven by the underlying businesses’ core fundamentals – the growth rates, margins,…

Today is the slowest rate of change we will ever experience. From this provoking premise, global futurist Jack Uldrich joined…

Based in the Twin Cities, Kari Wagner provided artwork for Meristem’s holiday greeting since 2012. Born with cerebral palsy, she…

August 5, 2020 – Meristem Family Wealth is a proud supporter of the Guthrie Theater. This past Saturday, the theater…

As I write to you today, we are aware of the rapid daily destructive changes being brought upon the health…

A volatile market, undervalued assets and record low interest rates typically only increase investor stress, but these factors can create…

The SECURE Act: Setting Every Community Up for Retirement Enhancement bill passed in December and became law on January 1,…

JANUARY 7, 2020 – Minnetonka, MN: Meristem Family Wealth recently named Renay Henderson, Andy Ohman, Anne Novak, Phil Strohm, Jimmy…