Blog

What Is An “Awesome Independent Retirement”?

Posted on: Monday, July 13th, 2020

We’re passionate about creating “Awesome Independent Retirements” for our clients. However, like many new clients we speak with, you might be wondering two things: Who exactly are “independent retirees”, and What is an...

Back To Basics: Understanding Different Market Phases (Boom, Bust,...

Posted on: Wednesday, July 1st, 2020

One of the biggest questions we’re asked by our clients is: “What are the different market phases, and how do you prevent loss in downturns?” Many financial professionals prepare a complex answer to this… yet in our firm, we...

OnTrack – Market Update – May 2020

Posted on: Monday, June 29th, 2020

Welcome to Rob's market update for May 2020. (more…)

OnTrack – Market Update – April 2020

Posted on: Friday, May 29th, 2020

Welcome to Rob's market update for April [embed]https://youtu.be/-gUaA8XdYrg[/embed] Please click here for link to the slides https://mcgregorwealthmanagemen.box.com/s/qk1ubo3j1mdusna1pa8cyq2r899wnz2h

The Coronavirus Crisis- Economic Impact and The Impact on Retirement...

Posted on: Friday, May 15th, 2020

Welcome to Rob's Webinar Thursday May 14th 2020 [embed]https://youtu.be/ronWFuaxX3k[/embed] Please click here for link to the slides https://mcgregorwealthmanagemen.box.com/s/s60xbscuh8rebx6rpy7puwi3rz48dlxu