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Expertise

I am a San Francisco-based investment adviser and attorney.

Experience in the area

I opened my investment advisory practice, Borek Financial Management, in 1999, and have been a licensed attorney since 1993.

I received my B.S from Cornell University, and a J.D. from George Washington University Law School.

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UserDateKCTPComments
Loretta09/15/0910101010Thank you very much for your very .....
john08/10/0910101010Thank for your reply. It will help .....
Dave05/26/0910101010Thank you so much. Dave
dan05/11/0910101010 
Adrianne04/05/0910101010Thanks so much I will do my .....

Recent Answers from Tad Borek

2009-09-12 acquisitions:

Loretta, this isn't specific to Kraft/Cadbury but in general Company A can only buy Company B if they offer a price that is well over B's share price before the the takeover announcement. So most takeovers

2009-09-09 stick or steal?:

Hi Steve- Thanks for your question, this is a good topic - if you own stocks long enough eventually you have one that's taken out. I don't follow Varian but based on the news reports this is an all-cash

2009-08-16 How many credit cards are good to keep.:

MK, for most people, one or two credit cards is enough. And really you only need a second if you absolutely need a credit card and would have problems if your primary one was lost or stolen (for example

2009-08-15 Margin:

Frankie, I'm not sure what you mean by a "private stockbroker" (are you from outside the US?). In the US, buying stock on margin requires a margin account through a brokerage firm. The amount you can

2009-07-20 Investing 101:

Hi Julian- Sorry for a slow reply, been on some travel. I'll comment first on Social Security then get on to your question. I hear your concerns a lot, particularly from younger people who are many

 

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