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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 | Spring Green, WI | 518-499-4565 | 866-998-7331

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Inflation
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Holiday Market Recap

December 6, 2023 Minich MacGregor Wealth Management Comments Off on Holiday Market Recap

Spending is the lifeblood of our economy.  That’s especially true around the holidays.  Investors will be closely watching consumer spending as we round out the end of the year. […]

Tools for investing
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Questions You Were Afraid to Ask #10

November 29, 2023 Minich MacGregor Wealth Management Comments Off on Questions You Were Afraid to Ask #10

Apps provide investors with a quick and easy way to access the markets.  What are the pros and cons of investing apps?  […]

Enjoy autumn
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Cause-and-Effect – Factors in Volatility

October 6, 2023 Minich MacGregor Wealth Management Comments Off on Cause-and-Effect – Factors in Volatility

What’s behind this surge in volatility?  It’s easy to see all the numbers and headlines and feel overwhelmed. The markets’ recent performance is based largely on a series of causes and effects. […]

fall image of pumpkin
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Q4 Financial Checklist

October 2, 2023 Minich MacGregor Wealth Management Comments Off on Q4 Financial Checklist

Six simple things you can do before the end of the year to ensure you remain on track to reach your financial goals. […]

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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

  • December 12, 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/
    • 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/
  • December 14, 2023
    • Tax Planning Webinar
      5:00 pm - 6:00 pm
      Tax 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 25, 2023
    • Christmas Day - Office ClosedChristmas Day - Office ClosedMarket Closed

Minich MacGregor Wealth Management

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

10 F Street | St. Augustine, FL | 32080

125 West Madison Street | Spring Green, WI | 53588

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

Email: yourteam@mmwealth.com

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