Five Questions to Help You Assess and Optimize Your Fiscal Health for 2020
November 14, 2019
It may be hard to believe, but 2019 is coming to a close. With just a few weeks left in the year, now is a great time to look back on the past 12 months, assess where you are today, and start...
When Doing Nothing is the Smartest Strategy: The Importance of Staying Invested
October 30, 2019
The market fluctuates. Like it or not, it’s simply a fact of life. Those fluctuations have been known to create an unrelenting sense of panic for many, followed by an urgent need to do something...
Enjoy Your Summer… After You Review This Mid-Year Checklist
July 1, 2019
We’ve officially hit the mid-year mark! As you begin making your 4th of July barbeque plans or vacation preparations, we encourage you to put aside a little time to examine your current financial...
As You Get Closer to Retirement, the Rules of the Game Are Different
April 30, 2019
Whether you realize it or not, there are two distinct stages of your investment lifetime – accumulation and distribution – and the rules for navigating each stage are quite...
Understanding the Differences Between Investment Management and Wealth Management
March 29, 2019
Engaging a financial advisor to guide you on your financial journey is an important decision; equally so is understanding whether you need investment management or wealth management...
Tune Out the Noise: Don’t Let Short-Term Volatility Dictate Your Long-Term Investment Decisions
January 29, 2019
In light of the recent volatility in the stock market, it’s important to remember that no one can accurately predict the day-to-day movements of the markets – and that markets move in both...
How to Talk with Your Employees About Financial Wellness
December 13, 2018
On average, for every dollar spent on payroll,1 companies in the United States spend 43 cents on benefits in order to offer their employees: Health, life, and disability...
Prepare for a Happy New Year by Reviewing This Year-End Checklist
November 15, 2018
Before you know it, you’ll be gathering with family and friends to celebrate the holidays. Amid the shopping and preparations, it’s important to stop and take stock of your financial position...
Roth IRA Conversion Recharacterization Deadline Approaching October 15, 2018
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...
WealthTrack: What Do Recognized Financial Thought Leaders Think About Bitcoin?
September 10, 2018
Bitcoin continues to be a trending topic throughout the investing world, but is it a smart investment? MACRO Consulting Group's Senior Partner, Mark Cortazzo, CFP®, CIMA®, was featured on...
