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Makkai Capital Management provides financial planning and investment management services for individuals, families, businesses and non-profit institutions. We partner with our clients on the journey to pursue many of their most important goals.

Latest Blog Posts

How do I know if my Financial Advisor is the Right Fit?

Submitted by Makkai Capital Group on February 12th, 2020

Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and it pays to shop around for the best option for you and your family. Check out our advice below to see whether you should stick with your pro or find a new advisor to manage your investments.

How do I save for a goal?

Submitted by Makkai Capital Group on February 12th, 2020

The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.

Saving for Your Child's School

Submitted by Makkai Capital Group on April 26th, 2018

For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless sleepless nights and a hefty price tag attached. But diapers, baby formula, and stuffed toys aren’t the only financial burdens parents should worry about.

"It takes as much energy to wish as to plan."

- Eleanor Roosevelt

"People with goals succeed because they know where they are going."

- Earl Nightingale

"Wealth is not his that has it, but his that enjoys it."

- Benjamin Franklin

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