George Makris started the Makris Financial Group with one basic mission – to help people invest wisely and properly in order to help them reach their financial goals. Over 30 years later, that philosophy has not changed and the large and growing network of Makris Financial Professionals remain dedicated to serving the most important asset we have – our clients.
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Markets React
When markets shift, experienced investors stick to their strategy.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.