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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August 2018 Market Outlook

August 8, 2018 Minich MacGregor Wealth Management Archives 0

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August
Market

Back to Basics #3: Investment Funds

Back to Basics #4:  Important Estate Planning Documents

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

December 13, 2022
- Tax Planning Webinar
  12:00 pm - 1:00 pmTax Planning WebinarTime: 12:00 pm - 1:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/
December 15, 2022
- Tax Planning Webinar
  5:00 pm - 6:00 pmTax Planning WebinarTime: 5:00 pm - 6:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/
December 26, 2022
- - Christmas (observed) - Office Closed- Christmas (observed) - Office ClosedMarket Closed