Maxim Partners

Managing portfolios for families seeking better returns.

Why You’ll Never Regret Blowing $20,000 on a 4-Week Trip to Europe with Your Kids

Why You’ll Never Regret Blowing $20,000 on a 4-Week Trip to Europe with Your Kids

Walking down the road one evening, deep in the heart of Tuscany, my daughter stopped in her tracks. “What’s that?” She exclaimed, pointing to what looked like tiny little stars dancing in the darkened woods. “Are those fireflies?”   The only fireflies we’d ever seen were the fake ones at Disneyland, so we stopped toRead more about Why You’ll Never Regret Blowing $20,000 on a 4-Week Trip to Europe with Your Kids[…]

10 Things You Need to Do After Selling Your Business

10 Things You Need to Do After Selling Your Business

I remember selling our business, two juice and coffee bars. It took months—finding a buyer, negotiating terms, answering questions, digging up information, contract changes, explaining it to employees, running the business, fearing the deal would fall through any moment, more questions, landlord complications, another concession, nail biting, and finally, signing closing papers.   After theRead more about 10 Things You Need to Do After Selling Your Business[…]

Two Things Every Realtor Should Know Before Hiring a Financial Advisor

Two Things Every Realtor Should Know Before Hiring a Financial Advisor

Life was great in 2008. I’d just sold the biggest listing of my career, a record-setter at the time. I’d had a few good years working my way up the food chain, selling more expensive homes, getting awards, media quotes, vendors chasing me—and I’d been able to finally start saving money again toward college educationsRead more about Two Things Every Realtor Should Know Before Hiring a Financial Advisor[…]