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 -...
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...
Kiplinger’s: 5 Ways Your Financial Adviser Should Hold You Accountable
February 1, 2019
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...
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,
Incorporating Company Stock into Your Overall Financial Strategy
December 4, 2018
Many publicly traded companies offer employee benefits programs that provide their workers and executives with exposure to company stock through various channels, such as bonuses tied to performance, discounted...
Kiplinger’s: Financial Advice May Not Be Your Adviser’s Specialty
November 21, 2018
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...
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...
Donor-Advised Fund: A Simple, Effective Form of Charitable Giving
October 16, 2018
Due to the positive response to our blog article, New Tax Law, New Approach to Charitable Giving?, we’ve decided to delve deeper into some of the charitable giving strategies discussed. In this article, we take...
