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Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
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...
October 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 October.
Long-Term Care & Your Financial Plan
As more people live longer, planning for long-term care has become an essential part of financial wellness. Whether you wish to remain at home or reduce the caregiving burden on your family, having a plan in place may make a significant difference.
Mobile Wallet: Pay With Your Smartphone
Mobile Wallet works with Midland debit cards. Secure, fast and convenient. Load and go within minutes.
Market Outlook Newsletter 4th Quarter 2024
The US labor market seems to be softening, but longterm trends indicate post-pandemic normalization.
September 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 September.