Makkai Capital Group

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Makkai Capital Group Makkai Capital Group 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.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/23/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
10/21/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
10/19/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

Every year since 1947, the U.S. President pens an economics textbook.
10/16/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Do you know the difference between a credit lock and a credit freeze?
10/14/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
10/12/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

A great event! We love our town and learning about these candidates and their views on small business.
10/09/2026

A great event! We love our town and learning about these candidates and their views on small business.

The Castle Rock Chamber of Commerce invites the community to its 20...

Are you ready for school—again?
10/09/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/07/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
10/05/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

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501 North Wilcox Suite 101
Castle Rock, CO
80104

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