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 …
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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 …
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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 …
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in: Minich MacGregor Missive, News

7 Rules of Investing

from one of the greatest investors of all time Over the past century, many of the world’s leading economists have studied the art – or science – of investing. Dozens of investing theories, models, and systems have been created, most of them requiring a PhD to understand. But when it comes to learning how to invest, sometimes it’s best …
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in: Minich MacGregor Missive, News