December 10, 2013 – Mark Cortazzo, CFP®, Founder of Flat Fee Portfolios, wrote an article included in this week’s Medical Economics issue titled “Three Investment Questions to Ask Before the End of the Year.” It discusses key aspects of your portfolio that may require a second look.
December 3, 2013 – Flat Fee Portfolios is included in the current December/January issue of AARP Magazine. The article “Bouncing Back” by Jennifer Enright explores six ways to play retirement catch up. Number 4 is to review your investment strategy and look for savings in advisory fees. If you are a subscriber, check out the article in this month’s issue.
October 29, 2012 – Flat Fee Portfolios Founder, Mark Cortazzo, was invited on “The New Retirement Radio Show” with Host Robert Margetic. In the interview, Mark and Robert discuss the importance of educating yourself on financial management and lowering your portfolio expenses. Robert explains that often the expenses you pay for portfolio management may be more than you think. He says that “his [Mark's] flat fee approach can save you a lot.” Mark’s segment is in the second half of the hour-long program.
October 18, 2013 – In an article titled “How Wall Street Eats a Third of Your Savings and Makes You Work Longer” Motley Fool reporter, Business Insider contributor, and Get Rich Slowly financial blogger, Robert Brokamp, explores the impact that investment fees can make on your long term financial goals. He includes an illustration created by Flat Fee Portfolios where a hypothetical investor can retire three years earlier by simply reducing advisory fees. To conclude, Brokamp instructs readers to “make sure you’re keeping tabs on the costs and benefits. Empirical evidence as well as my own experience tells me that many investors are paying too much for too little.”
September 2, 2012 – In “Options for Low-Cost Investment Advice,” Kiplinger’s Retirement Report Editor Susan Garland emphasizes the importance of minimizing fees in today’s low interest rate environment. The article, which was published in this month’s issue, presents the challenge that many investors face to find low-cost investment advice and names Flat Fee Portfolios as a solution to access personalized portfolio construction. She writes “Today, with bond interest rates at a nadir and stock returns still rocky, that percentage point or two [in fees] … can mean the difference between profit and loss in a retirement nest egg.”
August 28, 2012 – Host Consuelo Mack recently interviewed Mark Cortazzo, CFP®, Founder of Flat Fee Portfolios, and industry legend Charles Ellis on her financial television program, “WealthTrack.”
In an episode devoted to investment fees, they discussed a wide range of topics, including common fee structures, tax efficiency, active versus passive management, and the value of financial advice. Cortazzo and Ellis also addressed why many times investment fees are higher than you think and how you can fight back.
April 1, 2012 – In “How Social Media Helps the 401(k) Investor,” Beverly Macy discusses the new 401(k) fee disclosures required by the Department of Labor. Beginning next quarter investors will have increased transparency regarding the fees they pay in their retirement plans. Macy writes, “Many investors who receive the new 401(k) fee disclosures will have questions
March 11, 2012 – In “When 401(k) Fees Become Transparent,” InvestmentNews Contributing Editor, Mary Beth Franklin, discusses the implications of the new Department of Labor rule requiring 401(k) fee disclosures. Many advisors believe it will lead to a heightened awareness of costs overall including private accounts. In the article Mark Cortazzo, Founder of Flat Fee Portfolios, explains that controlling costs becomes even
December 23, 2011 – “WealthTrack” Host Consuelo Mack interviews Mark Cortazzo, CFP®, Founder of Flat Fee Portfolios, and Sheryl Garrett, CFP®, AIF®, Founder of the Garrett Planning Network, on how the middle-income investor can find affordable financial services.
Mack describes her guests as “pioneers” and explains that while “free financial advice is available from banks, insurance companies, brokerage houses and mutual funds … much of this advice is sales related from advisers who work on commissions.”
December 13, 2011 – In an article titled "How to Afford an Investment Adviser Without Breaking the Bank", reporter Marla Brill discusses how many middle-income investors are overpaying for investment management services. She explores Flat Fee Portfolios as a low-cost solution that charges “half (or less) the amount of the industry average with flat fees.”