MidAmerica Securities Management Co

Newsletters

Charitable Giving Can Be a Family Affair

Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
Mutual Funds: Do You Know What’s in Your Portfolio?

It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
Donor-Advised Funds Combine Charitable Impact with Tax Benefits

This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
HOT TOPIC: Is the U.S. Economy in a Recession?

This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?