Author: Mark Cortazzo, CFP®, CIMA®
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March Market Overview

April 8, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

The markets rallied again in March, with the majority of equity indexes up modestly – including the S&P 500, which was up +1.9%. Further, fixed income indexes were broadly positive as well, driven by the more...

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Kiplinger’s: 5 Ways Your Financial Adviser Should Hold You Accountable

February 1, 2019

Mark Cortazzo, CFP®, CIMA®

Clients often equate wealth management with providing investment advice, but investments are just one subset of a strong financial plan. The others – risk management and tax planning – are also integral to the...

Business man looking through papers

Kiplinger’s: Financial Advice May Not Be Your Adviser’s Specialty

November 21, 2018

Mark Cortazzo, CFP®, CIMA®

Most providers of financial advice do so with the best of intentions, but despite sharing a common title, they can bring a wide array of skillsets, may provide vastly divergent services, and even answer to different...

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It isn’t just business.

June 21, 2018

Mark Cortazzo, CFP®, CIMA®

Mark Cortazzo, Senior Partner at MACRO Consulting Group, talks about his background as a state pole vault champion and the determination and self-worth he derived from that experience – a unique point of view that...

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Kiplinger’s: What if I Told You That You Were Worth $160?

May 15, 2018

Mark Cortazzo, CFP®, CIMA®

From a purely scientific and mathematical perspective, the human body is worth about $160, based on the physical components that make up our bodies. However, we are much more than just our physical makeup; we provide...

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Take an Enlightening Ride in a Time Machine

April 26, 2018

Mark Cortazzo, CFP®, CIMA®

Imagine jumping into a time machine to visit one of the largest cities in the world, New York City. You hail a cab and while en route you realize about 90% of the taxi cabs on the streets are electric. What year do...

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Three Brothers Walk Into a Financial Planner’s Office…

April 4, 2018

Mark Cortazzo, CFP®, CIMA®

Timing is everything, so the saying goes. This is especially true when it comes to your retirement. Many people may not understand the role timing plays in a successful retirement plan. While most tend to focus on the...

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