- home
- about us
- Investment Approach
- Client Service Approach
- Market Analysis Summary
- Mission Statement
- Value Proposition
- Team Biographies
- Firm ADV PDFs
- Form CRS
- Firm Brochure-Part 2A of Form ADV
- Brochure Supplement Amit Stavinsky
- Brochure Supplement Frank Parks
- Brochure Supplement Dominick Savo
- Brochure Supplement Richard Mason
- Brochure Supplement Joe Estes
- Brochure Supplement Jonathan Ezra
- Statement Of Financial Strength
- Job Opportunities
- Letter to Clients
- member log-in
- contact us
Latest News about Make It / Spend
Recent news which mentions Make It / Spend
From CNBC.com News
Senate version of Trump’s budget bill would raise the debt ceiling by $5 trillion—what it could mean for your wallet
June 24, 2025
From CNBC.com News
3 in 4 couples overspend on their weddings—here's how to stay on budget, according to experts
June 23, 2025
From CNBC.com News
Senate version of Trump's budget bill includes a new tax break worth up to $2,000—around 90% of filers could take advantage
June 19, 2025
From CNBC.com News
67% of newlyweds surveyed took on debt for their big day: Better ways to borrow for your wedding, from experts
June 16, 2025
From CNBC.com News
Planning to buy a new car? It may make sense to act now—before tariffs push prices higher
June 12, 2025
From CNBC.com News
Is it smart to buy a home right now? The U.S. housing market is a 'mixed bag,' broker says
June 11, 2025
From CNBC.com News
From CNBC.com News
45% of American homeowners have regrets about buying their current home—here’s their No. 1 complaint
June 11, 2025
From CNBC.com News
Federal student loan interest rates just fell for the first time in 5 years—here's what borrowers will pay on new loans
June 05, 2025
From CNBC.com News
Buy Now Pay Later services can hurt consumers, says CFP: Some users are 'playing with fire'
June 03, 2025
From CNBC.com News
6 Nobel prize-winning economists wrote a letter opposing Trump's budget bill: 'We have grave concerns'
June 03, 2025
From CNBC.com News
33-year-old American bought an apartment in Dubai for $350,000: Living here is 'so easy'
May 27, 2025
From CNBC.com News
33-year-old who has racked up over 1 million credit card points and traveled to 33 countries: How I maximize rewards
May 26, 2025
From CNBC.com News
From CNBC.com News
Self-made millionaire tells Gen Z couple to spend more money: 'Life is not just about keeping your expenses low'
May 20, 2025
From CNBC.com News
From CNBC.com News
From CNBC.com News
I lost $500 getting scammed on Facebook Marketplace: 4 red flags I shouldn't have ignored
May 13, 2025
From CNBC.com News
Online bettors spent over $40 million gambling on the identity of the next pope—one winner made $52,000 on a longshot
May 10, 2025
From CNBC.com News
These household items have gotten pricier since Trump's tariffs announcement, new report finds
May 10, 2025
From CNBC.com News
From CNBC.com News
Credit card rewards face 'shrinkflation'—but there are still 'plenty of sweet spots,' says points expert
May 01, 2025
From CNBC.com News
From CNBC.com News
From CNBC.com News
'Definitely buy right now' if you want a new smartphone, says retail expert—before tariffs escalate
April 22, 2025
From CNBC.com News
'We're going to have to raise prices' if Trump keeps tariffs, says coffee importer with $3 million in annual sales
April 17, 2025
From CNBC.com News
The 'critical thing' to know if you need an extension on your taxes, from a Stanford accounting professor
April 14, 2025
From CNBC.com News
From CNBC.com News
Why mortgage rates aren't falling—despite the tariff pause
April 10, 2025
From CNBC.com News
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
© 2025 FinancialContent. All rights reserved.