Author Archives: Mary Ellen Peek
Things Most Advisors Don’t Tell You #3:
Recently, we decided to share some non-financial lessons we’ve learned in a series of articles called, “Things Most Advisors Don’t Tell You.” You see, there are certain habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not. But in our experience, people rarely hear about …
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Happy Labor Day
As you know, this holiday is for celebrating the Labor Movement and the contributions workers have made to our nation’s history. But in recent years, as our society has grown ever more automated and modernized, we sometimes think we forget how important labor still is. Each month seems to bring new stories about the latest innovations in …
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Important information about your financial security
You probably remember that back in 2017, Equifax announced a data breach that exposed the personal information of 147 million people. As one of the three largest credit reporting companies in the United States, it remains one of the most significant and far-reaching cyber attacks in history, putting millions of names, addresses, birthdates, Social Security …
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Minich MacGregor Wealth Management Expands Advisory Team in Saratoga Springs, NY
The move follows a decade of sustained growth for the wealth advisory firm and will bring new insights to client portfolios. Saratoga Springs, New York — August 14, 2019 Minich MacGregor Wealth Management, an SEC-registered investment advisor with offices in Saratoga Springs, NY and St. Augustine, FL, is pleased to announce the addition of Mark …
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