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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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HomeAuthorsMinich MacGregor Wealth Management

Articles by Minich MacGregor Wealth Management

Half empty or half full
Posts

The Duality of the Markets

May 11, 2023 Minich MacGregor Wealth Management Comments Off on The Duality of the Markets

We don’t have to decide whether the glass is half-full or half-empty. We don’t have to stress over whether we hear the good news or the bad news first. We acknowledge both as important…but neither as everything. […]

US Capitol
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A Brief Update on the Debt Ceiling

May 4, 2023 Minich MacGregor Wealth Management Comments Off on A Brief Update on the Debt Ceiling

Should a default happen, the economic consequences could be severe. But even if Congress staves off the unthinkable, simply going down to the wire can have negative effects on the markets. […]

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Questions You Were Afraid to Ask #8

April 25, 2023 Minich MacGregor Wealth Management Comments Off on Questions You Were Afraid to Ask #8

Bonds come with a lot of lingos which can be very intimidating for investors. So, in this message, let’s break down a few common terms you’re likely to hear in the media or when thinking about investing in bonds. […]

roller coaster
Posts

Q1 Market Recap

April 17, 2023 Minich MacGregor Wealth Management Comments Off on Q1 Market Recap

This is an important time to remember that current market conditions don’t reflect the present – they reflect expectation of the future. […]

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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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