Investment news, financial planning insights, and resources from the leaders at Midwest Capital Advisors.
Use this chart to compare retirement plans, their features and benefits, and decide which plan works the best for your team.
Are you looking to align your retirement plan with an appropriate fiduciary structure? Use this chart to evaluate 3(21) advisors versus 3(38) investment managers across key metrics: oversight responsibility, risk mitigation, and operational efficiency.
When you understand the differences between a SIMPLE IRA and a 401(k), you can help business owners pick the right plan when they need it most.
When was the last time you evaluated your 401(k) lineup? Here are 11 questions every plan committee should run through.
This checklist helps retirement plan sponsors and committee members evaluate their current practices.
Preparing for retirement means more than replacing your paycheck — it requires adjusting your lifestyle, taxes, and spending habits.
A financial advisor can help strategize investments, plan for retirement and taxes, manage trusts and assets, and secure cash flow. But that’s just the beginning. Depending on what you need, there’s an advisor that can help.
As we bid farewell to 2024, we find ourselves reflecting on a truly momentous year for Midwest Capital Advisors (MCA). This year marked not only our 20th anniversary in the private wealth management and institutional retirement plan space but also the significant milestone of surpassing $1 billion in assets under management (AUM).
In honor of our 20th anniversary, Midwest Capital Advisors wanted to express our heartfelt thanks to our valued clients and friends for making this milestone possible. To show our appreciation, we held an anniversary celebration at the Bissell Tree House at John Ball Zoo.
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