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MACRO Consulting Group
Mark Cortazzo, CFPÂ®, CIMAÂ® is the founder and senior partner of MACRO Consulting Group, an independent wealth management firm located in New Jersey. He offers expert financial advice as an Investment Adviser Representative and retirement planning specialist. With over 25 years of experience in financial services, Cortazzo has been profiled in many publications and has earned numerous industry awards and accolades.
Achieving your goals requires much more than just choosing the right investments. To keep you on track, financial professionals sometimes need to step in with some clear coaching and a little tough love.
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Here's how to tell. Before investors make any moves, they should look beneath the surface by thinking about what could be motivating the person they are working with and asking these questions.
To successfully save for retirement and make your money last through it, investors must be able to distinguish the difference between cost and value.
If you want to pursue the same returns, you have to be willing to face more risk in this investing environment.
No investment is completely safe. You need to understand the risks in your portfolio.
Laddering your bonds or purchasing an annuity can save you from running out of money if you start withdrawing your retirement savings at the wrong time.