Category: Investment Management
Notepad with checklist on table

Five Questions to Help You Assess and Optimize Your Fiscal Health for 2020

November 14, 2019

Thomas Moyer, CFP®

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

When Doing Nothing is the Smartest Strategy: The Importance of Staying Invested

October 30, 2019

Andrew Despotakis, CFP®

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...

Checklist on a desk

Enjoy Your Summer… After You Review This Mid-Year Checklist

July 1, 2019

Thomas Moyer, CFP®

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...

Hand touching a chess piece

As You Get Closer to Retirement, the Rules of the Game Are Different

April 30, 2019

Nick Spagnoletti, Jr., CFP®

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...

Multi-generational family sitting on a beach

Understanding the Differences Between Investment Management and Wealth Management

March 29, 2019

Andrew Despotakis, CFP®

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...

sound showing on monitor

Tune Out the Noise: Don’t Let Short-Term Volatility Dictate Your Long-Term Investment Decisions

January 29, 2019

Nick Spagnoletti, Jr., CFP®

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...

Business people shaking hands

How to Talk with Your Employees About Financial Wellness

December 13, 2018

Nick Spagnoletti, Jr., CFP®

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...

Person writing a checklist on a notebook

Prepare for a Happy New Year by Reviewing This Year-End Checklist

November 15, 2018

Thomas Moyer, CFP®

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...

Wooden table full of computers and paperwork

Roth IRA Conversion Recharacterization Deadline Approaching October 15, 2018

September 12, 2018

MACRO Consulting Group

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...

Different coins in a pile

WealthTrack: What Do Recognized Financial Thought Leaders Think About Bitcoin?

September 10, 2018

MACRO Consulting Group

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...

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