WealthTrack: “Black Swan” Advice
October 23, 2020
Senior Partner Mark Cortazzo, CFP®, CIMA®, recently appeared on the financial television program, WealthTrack. He joined host Consuelo Mack to discuss retirement portfolio positioning in a...
Let Your Copilot Steer You Through Market Volatility With Confidence
August 17, 2020
During times of uncertainty, you may find yourself traveling down unfamiliar roads, forced to navigate new paths where one wrong turn could have significant consequences. This is particularly true as it relates to...
Five Questions to Help You Assess and Optimize Your Fiscal Health for 2020
November 14, 2019
It may be hard to believe, but 2019 is coming to a close. With just a few weeks left in the year, now is a great time to look back on the past 12 months, assess where you are today, and start planning for the future -...
When Doing Nothing is the Smartest Strategy: The Importance of Staying Invested
October 30, 2019
The market fluctuates. Like it or not, it’s simply a fact of life. Those fluctuations have been known to create an unrelenting sense of panic for many, followed by an urgent need to do something now! But what if the...
Enjoy Your Summer… After You Review This Mid-Year Checklist
July 1, 2019
We’ve officially hit the mid-year mark! As you begin making your 4th of July barbeque plans or vacation preparations, we encourage you to put aside a little time to examine your current financial picture so you can...
As You Get Closer to Retirement, the Rules of the Game Are Different
April 30, 2019
Whether you realize it or not, there are two distinct stages of your investment lifetime – accumulation and distribution – and the rules for navigating each stage are quite different. Many investors...
Understanding the Differences Between Investment Management and Wealth Management
March 29, 2019
Engaging a financial advisor to guide you on your financial journey is an important decision; equally so is understanding whether you need investment management or wealth management services. To determine which...
Tune Out the Noise: Don’t Let Short-Term Volatility Dictate Your Long-Term Investment Decisions
January 29, 2019
In light of the recent volatility in the stock market, it’s important to remember that no one can accurately predict the day-to-day movements of the markets – and that markets move in both directions. Many...
How to Talk with Your Employees About Financial Wellness
December 13, 2018
On average, for every dollar spent on payroll,1 companies in the United States spend 43 cents on benefits in order to offer their employees: Health, life, and disability insurance, performance bonuses, profit sharing,
Prepare for a Happy New Year by Reviewing This Year-End Checklist
November 15, 2018
Before you know it, you’ll be gathering with family and friends to celebrate the holidays. Amid the shopping and preparations, it’s important to stop and take stock of your financial position heading into the new...
