Blog

Tuesday, October 16, 2018

Due to the positive response to our blog article, New Tax Law, New Approach to Charitable Giving?, we’ve decided to delve deeper into some of the charitable giving strategies discussed. In this article, we take a closer look at...

 

Monday, October 8, 2018

September was a mixed bag for investors. The S&P 500 was up modestly, as were other developed foreign markets, but small caps and emerging markets retreated. Most investment grade fixed income was negative on the month. Toward the end...

 

Tuesday, September 18, 2018

MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, was recently named one of Forbes Top 250 Wealth Advisors of 2018. Mark was chosen out of 25,732 nominees to this elite list of 250 recipients. The...

 

Wednesday, September 12, 2018

Pursuant to the Tax Cuts and Jobs Act (TCJA), which went into effect on January 1, 2018, the conversion of a traditional IRA to a Roth IRA will no longer have the ability to be undone. From a tax planning perspective, this element of...

 

Monday, September 10, 2018

Bitcoin continues to be a trending topic throughout the investing world, but is it a smart investment? MACRO Consulting Group Senior Partner, Mark Cortazzo, CFP®, CIMA®, was featured on WealthTrack this week sharing his...

 

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Thursday, September 6, 2018

August was a good month for investors in the U.S. Stocks, both large and small, were up nicely and U.S. bonds were up modestly. The S&P 500, Russell 2000, and Nasdaq all traded to new all-time highs. Outside the U.S., the return...

 

Tuesday, August 28, 2018

Hopefully you were lucky enough to have parents who helped guide you through your youth, adolescence, and into adulthood, while assuming the financial responsibilities that came with raising a child. Now as your parents are getting...

 

Tuesday, August 7, 2018

July was a good month for equity investors, as major indices were up nicely in the U.S. and internationally. More conservative investors had an uneventful month, as core bond investments were essentially flat. We are mostly through...

 

Friday, July 27, 2018

Your alma mater. Victims of natural disasters. Children, veterans, the homeless. Whatever your cause, most of the world’s charitable organizations cannot survive without the generosity of their benefactors. In the U.S., those who...

 

Thursday, July 19, 2018

When you leave this earth, many of your assets will pass on to your beneficiary designation – not necessarily according to your wishes or the conditions set forth in your will. “But aren’t they usually one in the...

 

Thursday, July 5, 2018

June was largely a continuation of what investors had experienced in May. U.S. stocks rose modestly, and foreign stocks got dinged by a stronger dollar. Core bond investments were off a bit as rates ticked up ever so slightly. The...

 

Wednesday, June 27, 2018

Nine years into a bull market for financial assets, we are seeing an increasing number of investors continuing to prioritize a return or income objective over the risk required to achieve that return. For fixed-income investors, that...

 

Thursday, June 21, 2018

Mark Cortazzo, Senior Partner at MACRO Consulting Group, talks about his background as a state pole vault champion and the determination and self-worth he derived from that experience – a unique point of view that has allowed him...

 

Thursday, June 14, 2018

It’s fairly common these days for adult children to seek financial assistance from the Bank of Mom and Dad. Even more common is the number of parents willing to support their children: recent reports put that number between 75%...

 

Thursday, June 7, 2018

May was a pretty good month for the U.S. stock market as the S&P 500 and the Russell 2000 both rose. Internationally, foreign stocks were down, while the U.S. dollar strengthened. Bond investors recovered some of their year-to-date...

 

Friday, June 1, 2018

Timing is everything, as the saying goes. This is especially true when it comes to your retirement. As you approach retirement age, you are probably asking yourself, “How can I ensure that I have enough money to last?”...

 

Tuesday, May 15, 2018

From a purely scientific and mathematical perspective, the human body is worth about $160, based on the physical components that make up our bodies. However, we are much more than just our physical makeup; we provide intrinsic value...

 

Monday, May 7, 2018

April was an “okay” month for equity investors but a challenging one for bond investors. The S&P was up modestly, at 0.38%, but the Bloomberg Barclays Aggregate Bond Index declined 0.74%. As we write this, earnings season...

 

Thursday, May 3, 2018

When considering the sale of your business, there is no number more important than your number: the amount you need to net from the sale in order to meet your future goals and objectives. Finding that number takes quite a bit of...

 

Thursday, April 26, 2018

Imagine jumping into a time machine to visit one of the largest cities in the world, New York City. You hail a cab and while en route you realize about 90% of the taxi cabs on the streets are electric. What year do you think it is? How...

 

Tuesday, April 10, 2018

March was another challenging month for the stock market with the S&P 500 down over 2.50% for the month. Bond markets fared a little better, with the Bloomberg Barclays Aggregate Index rising about 0.50% and recovering some of the loss...

 

Thursday, April 5, 2018

Senior Partner Mark Cortazzo, CFP®, CIMA® recently returned to the financial television program "WealthTrack” on PBS. He sat down with Host Consuelo Mack to talk about how not to run out of money during retirement.

 

Wednesday, April 4, 2018

The importance of minimizing sequence risk in your investment approach Timing is everything, so the saying goes. This is especially true when it comes to your retirement. Many people may not understand the role timing plays in a...

 

Thursday, March 29, 2018

Before you write that check or text a $10 donation to a special number, you should do a little homework, The Federal Trade Commission (FTC) web page offers a list of actions and advice to help ensure the charity is legitimate. The FTC...

 

Tuesday, March 20, 2018

If you’ve recently been “involuntarily separated” from your job (or perhaps you left voluntarily), you are not alone. In the last 5 months of 2017, an average of 1.7 million US workers per month found themselves in a...

 

Friday, March 2, 2018

February was a tough month for investors. After a nice start to the year in January, markets experienced a bout of volatility. There are several different undercurrents contributing to the disruption and they are still being digested....

 

Tuesday, February 27, 2018

Lately it seems that you can’t go to the grocery store, the gym, or your kid’s basketball game without overhearing someone talking about Bitcoin. Established in 2009, Bitcoin is the best-known example of cryptocurrency....