MidAmerica Securities Management Company

Ross E. DeValois, CFP

Rylan E. DeValois, Advisor



123 North Linn Street, Suite 2G
Iowa City, IA 52245


(319) 337-9842

Monthly Mu$e

MidAmerica Securities Management Co.


Ross E. DeValois, CFP®
123 N. Linn St., Suite 2G
Iowa City, IA 52245-2147

The Monthly Mu$e
Ideas and concepts to consider. November 2018



It's hard to believe that the holiday season is just around the corner. All around us, the leaves have turned, blanketing the ground in beautiful fall colors. It's time to bring out the cozy sweaters, sip warm spiced apple cider, and surround yourself with the people you love.


It's also that time to consider making strategic decisions and year-end financial preparations to position your portfolio to take advantage of the new year. I encourage those of you who would like to go over your options to call for an appointment or financial review soon.





The Tech Sector Could Be Dominating Your Portfolio 
The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. Do these tech giants dominate your portfolio?
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Ten Year-End Tax Tips for 2018 
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
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Infographic: Financial Lessons from Football 
When your finances hit a rough patch, call a time out and review your game plan.
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How can I safely shop online this holiday season? 
The holiday shopping season is also prime season for computer hackers.
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How can I protect my personal and financial information from credit fraud and identity theft? 
To protect your personal and financial information from credit fraud and identity theft, you should consider placing a credit freeze or fraud alert on your credit report.
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Refer a friend
Securities and Advisory Services are offered through Nations Financial Group, Inc (NFGI) member FINRA/SIPC. MidAmerica Securities Mgt Co and NFGI are not affiliated.

The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument, or to participate in any trading strategy. NFGI did not assist with the preparation of the content in this newsletter, and its accuracy and completeness are not guaranteed. The opinions expressed in this newsletter are those of the author(s) and are not necessarily those of NFGI. Any information provided is general in nature and is not tailored to your individual investment objectives, or needs, or relate to any specific investments. Any investment(s) or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances. 

Although general information about the potential impact of taxes on various investment scenarios and/or estate planning may be provided, it should be made clear that NFGI and MidAmerica Securities Mgt Co do not offer any legal or tax advice.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.


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