Guests

CORTAZZO: MENTORING BENEFITS

May 17, 2019

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.

Watch the related WEALTHTRACK episode.

AVOIDING DISASTROUS MISTAKES: THE DANGER OF PORTFOLIO VOLATILITY IN RETIREMENT

May 17, 2019

Avoiding disastrous mistakes in retirement with award-winning financial planner Mark Cortazzo.

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GREENBLATT: EDUCATION DISRUPTOR

April 5, 2019

EDUCATION DISRUPTOR

Great value investor, Joel Greenblatt has been a major supporter of the Success Academy charter schools in New York City for years. He is on a mission to disrupt the public school system in New York City.

Watch the related WEALTHTRACK episode.

TREASURY BOND MAVEN ROBERT KESSLER WARNS OF RECESSION AHEAD & WHERE TO TAKE SHELTER

March 29, 2019

In a WEALTHTRACK Exclusive, Treasury Bond manager Robert Kessler warns of recession ahead & which U.S. Treasury securities are the purest play on Federal Reserve interest rate policies.
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KESSLER: INVESTMENT TRAVEL

March 29, 2019

INVESTMENT TRAVEL

Investment manager Robert Kessler specializes in managed U.S. Treasury portfolios but he has clients all over the world. A seasoned globe trotter he believes travel translates into better investing.

Watch the related WEALTHTRACK episode.

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