MCA Insights
Learn more about MCA and our investment thoughts and practices. Read our recent quarterly updates and consumer-geared articles on investing.
The team at Midwest Capital Advisors wants our clients to make smart financial decisions. Wise choices are easier when you are well-informed. The content here will hopefully enhance your general understanding of current issues related to financial and/or investment planning. The information may or may not pertain to or be appropriate for your particular financial situation. We are here to help you discern what is right for you, so please contact us with any questions.
2nd Quarter 2020 Review
A recap of the markets' activities.
Download1st Quarter 2020 Review
Download4th Quarter 2019 Report
A letter from COO Hank Swain summarizing market activities in the fourth quarter of 2019.
DownloadSecure-Act signed into law
The Setting Every Community Up for Retirement Enhancement Act, also known as the Secure Act, was signed into law by the president on December 20 this year. The intent of this new law is expand opportunities for individuals to increase their retirement savings. What it means • The age at which you are required to take a minimum distribution (RMD) is delayed to age 72. • Non-spouse inherited IRAs are subject to a 10-year withdrawal time limit. • Individuals who are still working past the age of 70.5 can still contribute to a traditional IRA.
Download3rd Quarter 2019 Report
A letter from COO Hank Swain summarizing market activities in the third quarter of 2019.
Download2nd Quarter 2019 Report
An update written by MCA's COO, Hank Swain, reporting on the previous quarter's activities.
Download1st Quarter 2019 Report
An update written by MCA's COO, Hank Swain, reporting on the previous quarter's activities.
DownloadFourth Quarter 2018 Report
A summary of the markets' activities from the MCA perspective.
DownloadThird Quarter 2018 Report
A summary of market activity for the third quarter of 2018
DownloadSecond Quarter 2018 Report
A letter from COO Hank Swain recapping the previous three months' market activity and how it affects our clients.
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