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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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Flirting with a Bull Market
Uncategorized

New bull market? (caveats inside)

June 8, 2023 Minich MacGregor Wealth Management Comments Off on New bull market? (caveats inside)

First, let’s acknowledge that the terms “bull” and “bear” are just shorthand for general market trends and don’t necessarily mean anything scientific. […]

Uncategorized

Estate Planning Primer

June 1, 2023 Minich MacGregor Wealth Management Comments Off on Estate Planning Primer

There are many aspects to a successful estate plan, but four documents are especially important: Your Power of Attorney, your, Advanced Medical Directive, your Letter of Instructions, and of course, your Will. […]

Wishing a safe and peaceful Memorial Day.
Uncategorized

The Springs of Inspiration

May 26, 2023 Minich MacGregor Wealth Management Comments Off on The Springs of Inspiration

Saluting our fallen, honoring their sacrifice, and vowing to build on the ground they broke is the least we can do. […]

Uncategorized

Correction Incoming?

May 17, 2023 Minich MacGregor Wealth Management Comments Off on Correction Incoming?

We’re dealing with a lot of uncertainty and investors are feeling cautious.

However, that doesn’t mean that we should panic and rush for the exits.

Markets are going to be turbulent this year and knee-jerk reactions can be costly. […]

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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

  • June 19, 2023
    • - Juneteenth - Office Closed- Juneteenth - Office ClosedMarket Holiday
  • June 20, 2023
    • Social Security Webinar
      2:00 pm - 3:00 pm
      Social Security WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/
  • June 21, 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/
  • June 22, 2023
    • Social Security Webinar
      5:00 pm - 6:00 pm
      Social Security WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/

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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