Author: MACRO Consulting Group
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WealthTrack: “Black Swan” Advice

October 23, 2020

MACRO Consulting Group

Senior Partner Mark Cortazzo, CFP®, CIMA®, recently appeared on the financial television program, WealthTrack. He joined host Consuelo Mack to discuss retirement portfolio positioning in a...

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September Market Overview

October 15, 2020

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

Global equity markets reversed course and were broadly lower in September as investors grew more cautious of the U.S.’s continued struggles to contain the pandemic, as well as lawmakers’ failure to come to an...

Mark Cortazzo named Forbes 2020 Top 250

Senior Partner Mark Cortazzo Selected as a Forbes Top Advisor for Fourth Time

September 2, 2020

MACRO Consulting Group

MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, has been selected as one of the Forbes Top 250 Wealth Advisors for the fourth time. He was chosen for this prestigious honor out of 32,325 nominees.

MACRO Consulting Group’s Mark Cortazzo Shares the Greatest Benefit of Being a Financial Advisor

August 19, 2020

MACRO Consulting Group

Mark Cortazzo, CFP®, CIMA®, Senior Partner at MACRO Consulting Group, reveals what he finds most valuable about being a financial advisor: helping clients work towards their goals. We are proud to support our...

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April Market Overview

May 12, 2020

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

April brought about some much-welcomed relief for investors, in spite of a deluge of poor economic news. For the month, all major equity indexes were strongly positive, with the S&P 500 posting a gain of 12.8%, the...

Mark Cortazzo Recognized as One of America’s Top 1,200 Financial Advisors by Barron’s

March 17, 2020

MACRO Consulting Group

MACRO Consulting Group has just announced that Senior Partner Mark Cortazzo, CFP®, CIMA®, has once again earned the distinction as one of America’s Top 1,200 Financial Advisors by Barron’s

How the SECURE Act Can Help Maximize Your Retirement money in a jar

How the SECURE Act Can Help Maximize Your Retirement

March 11, 2020

Heidi Heath, IACCP®

Saving for retirement just became easier and more ubiquitous for working Americans. On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed and became law on January 1,...

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February Market Overview

March 6, 2020

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

February turned out to be a tough month for equity investors. While the start of the month was strong as the S&P 500 reached a new all-time high by February 19th, fears relating to the coronavirus gripped the...

MACRO Dividend Portfolio Shows Continued Success

January 31, 2020

MACRO Consulting Group

The well-respected investment research company, Morningstar, recently updated the performance data for the MACRO Dividend Portfolio and we are pleased to announce that the portfolio shows continued success, maintaining...

Mark Cortazzo Named to Forbes Best-In-State Wealth Advisors Ranking for 2020

January 21, 2020

MACRO Consulting Group

MACRO Consulting Group is pleased to announce that its own Mark Cortazzo, CFP®, CIMA®, has once again been named to the Forbes Best-In-State Wealth Advisors list. The 2020 ranking marks the third consecutive year...

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