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Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
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Check the background of this financial professional on FINRA's BrokerCheck
Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
  • 401k millionaire what does it take to become a millionaire
    Blog

    “How To Become A 401(k) Millionaire” Rebuttal

    Byadmin August 2, 2018June 9, 2022

    How to Become a 401(k) Millionaire – A Rebuttal I read an article the other day entitled “How to Become a 401(k) Millionaire“. The premise of the article (if you don’t want to take the time to read it) is that if you are diligent and simply save the maximum deferral amount ($18,500 for 2018),…

    Read More “How To Become A 401(k) Millionaire” Rebuttal

  • Couple, wine
    Blog

    Fiduci-what? Who Are Fiduciaries? Plus Five Basic Principles of Fiduciary Duty

    Byadmin July 21, 2018December 8, 2022

    This post isn’t directed as something that the average person is probably interested in. It is truly intended for business owners and fiduciaries of retirement plans. If that is you (or you happen to be abnormally interested), read on. If it’s not you (and you aren’t abnormally interested), please pass this on to someone who…

    Read More Fiduci-what? Who Are Fiduciaries? Plus Five Basic Principles of Fiduciary Duty

  • beach, palm trees
    Blog

    8 Little Known Ways To Save Money On Vacation

    Byadmin May 17, 2018June 9, 2022

    8 Little Known Ways To Save Money On Vacation There is something special and relaxing about vacation. People love planning for it, talking about it and dreaming about it. (Interestingly enough, there have been studies done that demonstrate that people spend more time planning vacations than planning for retirement, but I digress.) One of the…

    Read More 8 Little Known Ways To Save Money On Vacation

  • Basketball ball, basketball hoop.
    Blog

    Madness in March

    Byadmin March 16, 2018December 8, 2022

      It’s that time of year again – MARCH MADNESS! Those who know me well, know that I absolutely love this time of year. The culmination of the basketball season is, for those good enough, an invitation to participate in perhaps the ultimate tournament showcase. It only happens once a year and seems to captivate…

    Read More Madness in March

  • Tax, implications
    Blog

    La Mort Et Les Impots

    Byadmin February 27, 2018June 9, 2022

    La Mort Et Les Impots Benjamin Franklin once wrote: “Notre constitution nouvelle est actuellement établie, tout paraît nous prome promettre qu’elle sera durable; mais, dans ce monde, il n’y a rien d’assure que la mort et les impôts.” I never knew he didn’t actually say it. He wrote it to French scientist Jean-Baptise Leroy in 1789…

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  • ipad, stock chart.
    Blog

    Market Chaos and Your Portfolio

    Byadmin February 13, 2018June 9, 2022

    Market Chaos and Your Portfolio Holy Volatility! It has definitely been a rocky week since our last blog post. Since that time, we’ve seen: Friday – 02/02/2018 – DJIA Plunged 666 points (2.5%) Monday – 02/05/2018 – DJIA Plunges 1597 points before “recovering” to close down 1175 points (4.6%) Tuesday – 02/06/2018 – DJIA Futures Plunged 1,000 Points…

    Read More Market Chaos and Your Portfolio

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©2025 Park Lake Advisors

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.

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  • About Us
    • Our Firm
    • Fiduciary Commitment
    • Our Team
    • SmartVestor Pro
  • Insights
    • Five-Minute Finance Videos
    • The Park Lake Perspective
  • Services
    • Investments
      • Elements Portfolio Series
    • Financial Planning
    • Our Fees
  • Clients
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update
  • Contact Us
    • Contact Us
    • Schedule Meeting
  • New Client Onboarding
  • Schedule A Meeting