Legendary small-cap value manager Charlie Dreifus shares some invaluable investment advice he received from mentors early in his career.
Mark Cortazzo
CORTAZZO: PROFESSIONAL LEAP
rd-winning investment advisor and amateur pole vaulting champion Mark Cortazzo made a major professional leap in 2021. After running his own wealth management firm, MACRO Consulting, for 30 years, he decided to merge with another much larger firm, the Wealth Enhancement Group. We asked him about that decision.
THIS NEW ERA CALLS FOR A COMPLETE FINANCIAL REASSESSMENT SAYS AWARD-WINNING ADVISOR MARK CORTAZZO
After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia.
FINANCIAL SURVIVAL THROUGH AN UNFORESEEN CRISIS WITH TOP FINANCIAL PLANNER MARK CORTAZZO
COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality.
CORTAZZO: MENTORING BENEFITS
MENTORING BENEFITS Certified Financial Planner, Mark Cortazzo launched his wealth advisory firm, MACRO Consulting in 1992 with a couple of employees and around $20 million in assets under management. Since then this multiyear Barron’s Top Advisor firm has expanded to more than 20 employees with approximately $800 million in assets. A key component of the […]
AVOIDING DISASTROUS MISTAKES: THE DANGER OF PORTFOLIO VOLATILITY IN RETIREMENT
Avoiding disastrous mistakes in retirement with award-winning financial planner Mark Cortazzo.
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