Category: All Articles
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June Market Overview

July 10, 2020

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

The majority of global equity markets climbed again in June, with the S&P 500 increasing 2% to finish the quarter with a 20.4% gain, the strongest quarterly gain in over 20 years.  However, as...

Business person working at desk looking at charts

May Market Overview

June 12, 2020

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

The rally in stocks continued throughout May with most major equity indices gaining several percentage points for the month, including the S&P 500, which climbed 4.8%. Elsewhere, the majority of...

Business person working at desk looking at charts

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...

Business person working at desk looking at charts

March Market Overview

April 8, 2020

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

March proved to be a remarkably volatile month as COVID-19 continued to spread and wreak havoc on the global economy. While the S&P 500 closed out the month with only a 12.4% decline, it was, at...

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...

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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...

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January Market Overview

February 10, 2020

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

Equity markets kicked off the new decade with strength in the first few weeks but finished the month broadly lower, as coronavirus concerns spread through the market nearly as quickly as the virus...

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...

Parents and Adult Children walking together

Why Parents and Adult Children Should Start Planning Together

January 24, 2020

Nick Spagnoletti, Jr., CFP®

As the baby boomer population approaches, enters and even settles into their retirement years, they are taking many of the right steps in securing their financial future. However, the vast majority...

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