MidAmerica Securities Management Co

Welcome to our Website a resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools, such as: 

•   Financial calculators;

•   A research library and newsletter articles on a wide range of financial topics;

•   Market information, quotes, charting and even portfolio tracking.

 

We are here to help. Please call to schedule an appointment.


Announcements:

 

 2012 Economic & Market Outlook

Click for the 2012 Economic & Market or the link in the "About Us" box on the upper-right hand side of this page.

We have a long tradition of helping clients with investment advice and making informed decisions.  This report features an in-depth look at the economy and markets and the implications of what they have been doing, where they are now and what may be changing through the end of the year.  After reviewing this report, if there is anything you would like to discuss, please call to schedule a meeting. Together we can discuss how this information affects your particular financial situation.

 

Monthly Mu$e Newsletter

The current newsletter will now be available on our website. Click the Monthly Mu$e link in the "About Us" box on the upper-right hand side of this page.

 

Please Welcome Our New Staff Members

J.D. Mitchell has joined our team as Office Manager. He is returning to Iowa from the Bay Area and brings an excellent background and skill set to the position. Please feel free to call on JD for service-related requests.

Alex O. Helmuth has joined our team as a financial consultant. Alex is a University of Iowa Alumni with a Bachelor of Finance, Economics Minor. Alex is excited to be working in his hometown of Iowa City.

Rylan DeValois will continue to fill in occasionally and work on special projects while he decides on his next adventure. I want to thank Rylan for a great job, for doing an excellent job training his replacement.

Savings Goals

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

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.

More Calculators →

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

More Newsletters →