Mark Cortazzo
DREIFUS: TIMELESS INVESTMENT WISDOM
Legendary small-cap value manager Charlie Dreifus shares some invaluable investment advice he received from mentors early in his career.
CORTAZZO: PROFESSIONAL LEAP
Award-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
Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even lifestyles?
Continue Reading »FINANCIAL SURVIVAL THROUGH AN UNFORESEEN CRISIS WITH TOP FINANCIAL PLANNER MARK CORTAZZO
We are going to be talking to an award-winning financial planner about crisis management. 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 firm’s success? Mentoring.
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