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April 2025 in Review
Markets remained volatile in April as sweeping tariffs reignited trade tensions and weighed on investor sentiment. Dan Zeigler, Senior Portfolio Manager, recaps how markets reacted, what drove earnings strength, and what the team is watching in the months ahead.
Market Outlook Newsletter 2nd Quarter 2025
Tariff policy drives renewed economic uncertainty, pressuring inflation, growth, and interest rate expectations. In this environment, flexible fixed income strategies and diversified private market exposures offer stability, income, and long- term growth potential for investors.
Payments Insider 1st Quarter 2025
Inside this issue we discuss the following: ACH Rules Update for Corporate Originators and Third-Party Senders, 2024's Significant Audit Findings for Third-Party Senders, Beware of BOI Scams, and Five Key Payments Trends for Businesses to Watch in 2025.
March 2025 in Review
March brought more market volatility, driven by concerns around tariffs, inflation, and the broader economy. Chris Zabel, Portfolio Manager, breaks down the month’s market moves, interest rate updates, and why international markets are gaining attention.
February 2025 in Review
Markets faced volatility in February, with stocks reacting to economic uncertainty and policy concerns. Dan Zeigler, Senior Portfolio Manager, recaps key trends, including market performance, interest rates, and what’s ahead.
2025 Tax Reference Guide
Stay informed with the 2025 Tax Reference Guide with tax brackets, retirement limits, RMDs, Social Security thresholds, and estate tax exemptions.
January 2025 in Review
Markets started the year on a strong note. Christopher Zabel, Portfolio Manager, recaps January’s performance, where the S&P 500 gained momentum despite market volatility.
Market Outlook Newsletter 1st Quarter 2025
The S&P 500 posted its second consecutive year of 20%+ returns. However, investors should temper expectations for 2025, as uncertainties surrounding a new administration, a strong economy, and the potential for prolonged higher interest rates raise many questions.
December 2024 in Review
Dan Zeigler, Senior Portfolio Manager, shares a December recap and reflects on 2024’s market performance. The S&P 500 posted strong annual gains, supported by AI growth, resilient economic trends, and Federal Reserve rate cuts.
Payments Insider 4th Quarter 2024
Inside this issue we discuss the following: Preparing for Fedwire’s ISO 20022 Transformation, The 12 Tips for Working with Your Financial Institution for a Remote Audit, Deck the Sales, Not Your Account: Combat Chargeback Fraud, and Share the Joy of Payment Resources.
November 2024 in Review
Welcome to the monthly market update from Midland Wealth Management. I am Dan Zeigler, Senior Portfolio Manager. Today, I wanted to take a few minutes to give you an update on the markets for the month of November.
Key Changes in the Secure Act 2.0 for IRAs and 401(k)s (Effective 2025)
The Secure Act 2.0 introduces new updates to improve your retirement savings strategy. These changes affect both Individual Retirement Accounts (IRAs) and 401(k) plans. Here are five key updates to know for 2025...