Mark Cortazzo

CORTAZZO & FRANKLIN: SUCCESSFUL RETIREMENT

July 17, 2015

When you retire and how you invest can mean the difference between a comfortable retirement and a disastrous one.  How do we go the distance in retirement without running out of money?  Award winning personal finance experts, Macro Consulting Group’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin share their strategies for retirement success. Continue Reading »

CORTAZZO & LEBENTHAL – MINIMIZING TAX PAIN

December 13, 2013

Nothing is certain but death and taxes and what is certain this year is that taxes have gone up. Increases in the social security tax rate, Federal laws such as the Affordable Care Act and the American Taxpayer Relief Act of 2012, and stock market gains mean many Americans are facing much higher tax bills. Financial advisors Alexandra Lebenthal and Mark Cortazzo will help us minimize the pain.

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MINIMIZE INVESTMENT FEES

August 10, 2012
  • Seek passive management
  • Look at ETFs and index funds

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Charles Ellis & Mark Cortazzo Transcript 8/10/12 #907

August 10, 2012

WEALTHTRACK Transcript #907- 8/10/12 CONSUELO MACK:  This week on WEALTHTRACK, legendary Financial Thought Leader Charles Ellis and award winning financial advisor Mark Cortazzo show us how to cut sky high investment fees to save money and grow our nest eggs over time. Controlling your investment costs is next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK. I’m Consuelo Mack. How much do you pay in investment fees every year? What is the actual dollar amount you pay to your financial advisor, let alone the mutual funds you own and the firms that have custody of your

Charles Ellis & Mark Cortazzo

August 10, 2012

The Myths About Investment Management Fees

How much do you pay in investment fees every year? What is the actual dollar amount you pay to your financial advisor, let alone the mutual funds you own and the firms that have custody of your investments? How much do they really take away from your portfolio and its performance over the years? According to a ground breaking article by legendary financial consultant and WEALTHTRACK guest Charles Ellis, “investment management fees are much higher than you think.”
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