Welcome To Mcgregor Wealth Management
Tax-smart planning for today and tomorrow
Guiding with honesty. Planning with innovation.
For over 25 years, our most important asset remains the trust of our clients. We're committed to making an impactful and positive difference in their lives. Lean on us to help uncover blind spots and find opportunities to improve your financial outlook.
Keep your retirement on track
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From Social Security and estate planning to long-term care, we can help you build a holistic road map.
THE LATEST INSIGHTS
Inflation and the continued phase-in of the SECURE Act 2.0 mean changes for savers and retirees. Watch the short video as Mark breaks down the 5 biggest changes, including higher tax brackets, contribution limits for retirement accounts and no RMDs for 401(k).
If you’d like to walk through these changes and any planning moves you should consider now, please schedule a meeting. Click on the button below.
How can you prepare now for life's uncertainties?
Discover the most common threats facing today's working professionals and retirees. See how we can help protect your hard-earned money from market downturns without sacrificing growth potential.
Equity markets were mixed this week as hiring data disappointed analysts. Nonfarm payrolls came in well below expectations, registering only 235K new hires against the expected 720K. Unemployment rates managed to meet expectations, coming in at 5.2%. Encouragingly, PMI data came in positive, with services meeting expectations and manufacturing exceeding expectations. Overall, the economy is
Markets rose this week as PMI data continues its streak of expansionary readings. Economic data was still mostly disappointing for the week, with housing indicators and unemployment claims coming in under expectations. COVID-19 cases have been rising nationally again, with most new cases being attributed to the “Delta” variant, but so far deaths have not
Markets were mixed this week, with the S&P 500 reaching new all time highs. Economic data was mixed, but the most impactful news was a substantial increase in nonfarm payroll hiring, with the 850K June hiring surge coming in at approximately 17% over analyst expectations.
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