Urgent! Phishing SMS/text message scam on the rise: Here’s what to do

There’s been an increase in phishing attempts initiated via text or SMS messages, referred to as smishing. In the smishing scam, individuals receive fraudulent text or SMS messages that appear to be from a legitimate source such as Schwab or another financial provider. The fraudulent text attempts to lure individuals to provide their account credentials. In …
Continue Reading

in: Uncategorized

Things Most Advisors Don’t Tell You #1

When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. We are no exception. After all, these things are critically important if you want to save for retirement, start a business, travel the world, or simply leave a legacy for …
Continue Reading

in: Minich MacGregor Missive, News · tagged:

New Tariffs 2019

After months of relative quiet, the trade war between the U.S. and China has erupted again in a big way. The markets are the most immediate casualty, with the Dow plunging over 600 points on Monday alone.1 In all likelihood, you’re probably more focused on things like spring cleaning, your upcoming summer plans, and the end …
Continue Reading

in: Minich MacGregor Missive

Trending Now – April Market Recap

“We are now in a bear market – here’s what that means.”– CNBC headline on December 24, 20181 “The stock market rally to start 2019 is one for the history books.”– CNBC headline on February 22, 20182 If you’re like most people, it’s probably not uncommon for you to plan your day or week based on …
Continue Reading

in: Minich MacGregor Missive, News