Sunday, November 15, 2020
A financial professional focusing on "big picture" investing and financial planning concepts. A registered investment advisor, speaker and contributor to sites such as Seeking Alpha.

Latest Posts

With Biden’s Big Win on Mini-Tuesday, Sanders Campaign on the Ropes

Around 2 weeks ago, as the political sharks circled and many pundits declared the Biden campaign on life support, the former Vice president was...

Biden Blowout in South Carolina: Is The Sanders Express Delayed or Derailed?

To the relief of Democrats across the country, the South Carolina Democratic primary proceeded effectively and efficiently, both in terms of the voting process...

“Smart” Credit Cards, Are You Using Them?

One of the more common questions I am asked by clients during the discussion of their debt situation is “Should we be using credit...
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Maks On Money

“Smart” Credit Cards, Are You Using Them?

One of the more common questions I am asked by clients during the discussion of their debt situation is “Should we be using credit...

Four Easy Saving Tips without Giving up on Anything

If you pay attention to a lot of personal finance advice, one of the first pieces of advice that you get is to start...

Take the First Step in Assessing Your Financial Situation

It starts with that uneasy feeling in the back of your mind that not everything is perfect. Then, you start feeling uneasy or anxious...

5.5 Mistakes to Avoid with Your 401(K) Plan

For most people, their 401k plan will represent their second largest asset after their home, and, most certainly, their largest retirement savings tool.  ...

Latest Posts

With Biden’s Big Win on Mini-Tuesday, Sanders Campaign on the Ropes

Around 2 weeks ago, as the political sharks circled and many pundits declared the Biden campaign on life support, the former Vice president was...

Biden Blowout in South Carolina: Is The Sanders Express Delayed or Derailed?

To the relief of Democrats across the country, the South Carolina Democratic primary proceeded effectively and efficiently, both in terms of the voting process...

“Smart” Credit Cards, Are You Using Them?

One of the more common questions I am asked by clients during the discussion of their debt situation is “Should we be using credit...

Four Easy Saving Tips without Giving up on Anything

If you pay attention to a lot of personal finance advice, one of the first pieces of advice that you get is to start...

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