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:

Upcoming Community Events

Big Brothers Big Sisters of Johnson County

 

Thank Your Mentor

Big Brothers Big Sisters of Johnson County is presently honoring the person who has been a mentor to you or your child. With a donation, Big Brothers Big Sisters recognizes your special mentor by sending him or her a thank you card that acknowledges your gift to Big Brothers Big Sisters and includes an optional personal note to your mentor. To support Big Brothers Big Sisters of Johnson County and participate in their Thank Your Mentor drive, please visit their website.

 

  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.

2012 Economic & Market Outlook

Click for the 2012 Economic & Market Outlook 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.

Our Staff Members

J.D. Mitchell joined our team in 2011 as Office Manager. He returns 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 joined our team as a financial consultant in 2011. 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.
Calculators

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 →

Newsletters

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.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

More Newsletters →