Politics & Finance

There’s a saying that you shouldn’t mix business with pleasure. Far less well known is the concept of never mixing personal finance with politics.  Unless you’ve been living in some remote corner of the world without access to the internet, you’ve probably heard something about Robert Mueller’s testimony before Congress, the first round of Democratic primary debates, …
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in: Minich MacGregor Missive

Things Most Advisors Don’t Tell You #2

Things Most Advisors Don’t Tell You #2

It may sound strange to hear financial advisors say this but achieving the things you care about most requires more than just money. There are certain habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not.   In our experience, people rarely hear about these things from their financial …
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in: Minich MacGregor Missive, News

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