Finance

We have a new Team Member!

Tuesday, November 15th, 2011

We are thrilled to welcome Mike Lopes as our newest team member! Mike recently graduated from Iona College with a degree in Business Administration and is currently working on his MBA with a concentration in Marketing.  He will be with us on a part time basis for now and is looking forward to meeting all [...]

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We’re on Facebook!

Thursday, October 27th, 2011

Make sure to “like” us next time you log in to Facebook! We’ll be posting links to our blog, information and pictures from client events and useful tips and tools for our followers. We can be found by typing “Magis” into the search box at the top of the Facebook page or by clicking on [...]

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3 Reasons To Avoid Retail Store Credit Cards

Friday, September 16th, 2011

3 Reasons To Avoid Retail Store Credit Cards “Open a charge account now and you can save 10% on today’s purchases.” How many times have you heard that line from a department store cashier? The higher the stack in your shopping cart, the more tempting it is to lower your tab by simply saying yes. But [...]

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Affordable Ways to Make Your Home Safer

Monday, June 20th, 2011

Peace of Mind for Pennies All it takes is a Saturday and a trip to the hardware store to better protect your property -and even your life.  Kurt Salomon, president of the American Society of Home Inspectors, highlights five common hazards that can be fixed easily and inexpensively. 1)  TEST FOR RADON Radon is the [...]

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What To Do With Old 401(k) Plans??

Friday, June 3rd, 2011

When leaving a position at a company, you are not only leaving the company behind, you are leaving behind your old retirement plan.  Rather than maintaining several different plans, it is often advisable to consolidate your plans to a single account.  Doing so will make it easier to manage, will allow you to avoid paying [...]

Posted in Finance, Financial Planning, Taxes | No Comments »

The Magis Group Concierge Services

Wednesday, May 18th, 2011

Since many of our clients’ financial issues go beyond portfolio management, we provide assistance with the whole picture. Here are just a few of the ways we’ve been able to help simplify our clients’ lives: Plan for the financial impact of a series of life events such as marriage, divorce, death of a loved one, [...]

Posted in Bonds, Finance, Financial Planning, Taxes, Travel | No Comments »

What Women Want: Understanding the Modern Female Investor

Friday, November 5th, 2010

A new study released by a leading female investment advisor highlights some significant points about women and investing.  ”What Women Want:  Understanding the Modern Female Investor” concludes that women don’t know much about investing, they want safe investments, and they prefer to work with smaller money managers who understand their needs and “don’t talk down [...]

Posted in Bonds, Finance, Financial Planning, Stocks, Taxes | No Comments »

Yes, You Can! Raise Financially Aware Kids

Friday, November 5th, 2010

Yes, You Can! Raise Financially Aware Kids Do your kids and grandkids think money grows on trees? Join the Magis Group, Inc., in conjunction with American Century Investments, for an enlightening discussion on the best tips & tricks to get your (grand)children to appreciate the value of a dollar! Each attendee will receive a hardcover [...]

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Free Movie Tickets for Magis Clients!!

Friday, October 1st, 2010

Read this article and we will send you a pair of tickets to: “Wall Street: Money Never Sleeps” Gordon Gekko is back with this simple message: “I once said greed is good… but now it seems it’s legal.” In this sequel to the 1987 classic, Gekko has been released after eight years in jail for [...]

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A low risk alternative to a traditional CD

Wednesday, April 21st, 2010

Sometimes the guarantee of a ‘sure thing’ is worth its weight in gold, especially when it comes to your finances.  And when it comes to investing your money, there are few things safer than a certificate of deposit (CD).  With a CD you know exactly how much interest you will earn, as well as how [...]

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