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Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331

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Bank Vault
Uncategorized

A Run on the Bank – a Situation Update

March 20, 2023 Minich MacGregor Wealth Management Comments Off on A Run on the Bank – a Situation Update

Volatility in the banking industry almost always means volatility in the markets, and there was a lot of both last week. As you know, Silicon Valley Bank (SVB) was seized by federal regulators on Friday, […]

Key Financial Data Image
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There’s still time to contribute to your IRA!

March 1, 2023 Minich MacGregor Wealth Management Comments Off on There’s still time to contribute to your IRA!

Many people don’t know that the 2022 contribution deadline is April 18, 2023. […]

Monthly change in Employment by Industry
Uncategorized

What is Next for the Economy?

February 17, 2023 Minich MacGregor Wealth Management Comments Off on What is Next for the Economy?

We expect a lot of volatility ahead as markets digest every shred of information about the economy and the direction of interest rate policy. […]

Lincoln
Uncategorized

The Life and Death of Lincoln

February 17, 2023 Minich MacGregor Wealth Management Comments Off on The Life and Death of Lincoln

As you know, this holiday was originally set aside to honor George Washington’s birthday. But as Abraham Lincoln’s birthday is also around this time of year, many states began celebrating the two dates together. More recently, the day has become dedicated to all presidents. […]

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What Clients are Saying

“Thank you so much for the very thoughtful retirement gift! That was very sweet of you! 🙂

I’m sure it will take a while for the concept to sink in, that there is no more daily “work routine”. We look forward to this change in lifestyle. And we credit your wisdom and guidance in helping us achieve our goals!” – Jim & Amy

Upcoming Events

  • March 23, 2023
    • Retirement Planning Seminar
      6:15 pm - 7:45 pm
      Retirement Planning SeminarTime: 6:15 pm - 7:45 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/
  • March 28, 2023
    • Retirement Planning Seminar
      6:15 pm - 7:45 pm
      Retirement Planning SeminarTime: 6:15 pm - 7:45 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/
  • April 7, 2023
    • - Good Friday - Office Closed- Good Friday - Office ClosedMarket Closed
  • April 18, 2023
    • Tax Planning Webinar
      2:00 pm - 3:00 pm
      Tax Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

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