1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Principal,
Financial Advisor
With over twenty-five years of experience helping clients preserve wealth, mitigate taxes, and protect their assets, Mario is charged with leading the Uniontown, Ohio-based retirement plan service team in providing comprehensive wealth management to entrepreneurs, corporate executives, and high-net-worth individuals and families.
Prior to joining the firm, Mario was president and senior advisor for one of the largest advisory firms in Northeast Ohio.
He is an adjunct faculty member with fi360 in Pittsburgh where he teaches investment fiduciary responsibility and authors topical articles on financial planning, including 401(k) plan best practices and 401(k) advisory firm practice management. He earned a Bachelor of Arts degree from Walsh University and holds several industry designations, including certified public accountant, CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor (CEPA), and Accredited Investment Fiduciary Analyst® (AIFA®). Mario has been in the industry since 1994.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....
4 months ago
A year ago, markets were coming off one of the...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...