On The Mark

How to build a global multi asset portfolio.

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.  

Episode 12: Mark tackles the taboo topic of Long Term Care Insurance

Episode 12: Mark tackles the taboo topic of Long Term Care Insurance and ways you could protect your spouse and your retirement assets without paying those expensive monthly premiums.

I discuss how the stock market sell off was not just tariffs.

I make the argument that the tariff announcements on Liberation Day were the straw that broke the camel's back, and the market was already selling off. 

Correlation. Are your investments doing the same thing or are they offsetting risk?

I discuss how funds often act alike when you want them to do different things to help diversify your portfolio. 
 Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor

Mark talks with Gary about ways to save money on taxes and Manager Tenure.

Mark talks with Gary about ways to save money on taxes and Manager Tenure. 

Investment Weighting: What is the proper mix and are you taking on more risk than advertised?

Mark discusses how many prospects could be unaware of the risk they are taking. See for yourself with his complimentary stress test and change to win a $100.00 gift card. 

Variable Annuity Fees and why you probably shouldn't be paying them.

If you own a variable annuity, it often comes with some great features like tax deferral, income for life, and enhanced death benefits. They also have many investment managers inside the sub-accounts. Were you shown all the fees and how these products work? And are you aware of how your advisor is paid to choose these products versus a lower-cost option? Tune in to see if you could be paying unnecessary fees. 

Exposing the truth about hidden and unnecessary fees you could be paying

Are you aware of all the hidden fees you could be paying that's eating away are you future nest egg or hurting your retirement?  This is part one of a series on unnecessary fees that typically do not get disclosed to people and you could be paying thousands in fees you weren't even aware of, that could easily be recaptured with a simple fix I use. 

Episode 6: Titling, Beneficiaries, and Estate Planning.

Episode 6: Mark talks with Gary Byron to discuss the unintentional disinheritance of grandchildren and how to prevent it. Additionally, I cover the proper titling of bank and brokerage accounts to avoid probate.
 
*As a special offer, I'm providing a $100 gift card to audience members who participate in a full checklist review.
 
* Mark offers all his clients and their heirs an estate planning quiz.  

How to pay less in taxes during your retirement.

Mark talks with WDRC Talk of Connecticut host Gary Byron on how tax planning, using simple and easy strategies can save retirees thousands of dollars on taxes during retirement and keep more of their earned money.