MidAmerica Securities Management Company

Ross E. DeValois, CFP

Rylan E. DeValois, Advisor

CONNECT

Address:

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

Phone:

(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
319-337-9842
800-896-4987
devalois@midamsecurities.com
www.midamsecurities.com

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

Greetings,

 

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.

 

Sincerely,

 


Ross

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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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