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Mark Pappa is the CIO and IAR of Financial Resources Group, LLC, a fiduciary. I help retirees and wealthy individuals find ways to untax their retirement income and reduce the risk of running out of money.
As the Chief Investment Officer, I manage and design allocation strategies that avoid unnecessary taxes and fees. These strategies have been on the books for decades, but aren’t always utilized. Mark is one of 150 advisors trained to conduct The Full Checklist Review to help people discover benefits they may not be aware of. A “True Advisor” also covers the non-financial aspects of your financial plan, such as reviewing your homeowner's policy each year, ensuring your durable power of attorney is up to date, and more.
Financial Planning and Investment Advisory Services are offered through Financial Resources Group LLC, a registered investment advisor.
Episodes
Saturday May 03, 2025
Saturday May 03, 2025
Mark speaks with Gary about building an equity portfolio, highlighting diversification away from the Magnificent 7 and market-cap-weighted indices, utilizing factors like quality, earnings, dividends, momentum, and currency hedges.
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