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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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HomeArchivesFive Questions to Ask About Your 401(K)

Five Questions to Ask About Your 401(K)

August 30, 2018 Minich MacGregor Wealth Management Archives Comments Off on Five Questions to Ask About Your 401(K)

  • 401k
  • Investments
  • Matching
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Back to Basics #5: 
Planning for Health Care Expenses

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The Longest Bull Market in History

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Jason Macgregor portfolio manager, financial advisor
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By any historical standard, 2013 was a great year for the U.S. stock markets. The Dow Jones Industrial Average and S&P 500 each rose more than 25 percent and the majority of investors enjoyed a […]

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June 6, 2022 Minich MacGregor Wealth Management Uncategorized Comments Off on Four Keys to the Market

There are four keys to doing well in the markets. This is not one of those penny stock ads or any “Get Rich Quick” schemes. These keys will, however, help you stay disciplined and progressing […]

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Investing Like Water

October 4, 2022 Minich MacGregor Wealth Management Uncategorized Comments Off on Investing Like Water

We are always on the lookout for opportunities to invest your money where it will do the most good.  Like water, we try to follow the path of least resistance, adapting our approach to the lay of the land. […]

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

  • March 28, 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/
  • April 7, 2023
    • - Good Friday - Office Closed- Good Friday - Office ClosedMarket Closed
  • April 18, 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/
  • April 20, 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/

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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