Tag: episode_1548

Avoiding Disastrous Mistakes: The Danger of Portfolio Volatility in Retirement

May 17, 2019

This page is here for technical reasons. Please click here for the episode page.

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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