WealthTrack: “Black Swan” Advice
October 23, 2020
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...
Let Your Copilot Steer You Through Market Volatility With Confidence
August 17, 2020
During times of uncertainty, you may find yourself traveling down unfamiliar roads, forced to navigate new paths where one wrong turn could have significant consequences. This is particularly true as it relates to...
How the SECURE Act Can Help Maximize Your Retirement
March 11, 2020
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,...
When the Retirement Dream Becomes Reality, You’ve Got Important Pension Decisions to Make
August 23, 2019
Congratulations! Retirement day is here (or nearly here)! Further kudos if you’re among the lucky 20% of full-time, private workers who have a qualified employer-sponsored retirement plan in place.1 When the...
WealthTrack: Disastrous Retirement Mistakes
May 20, 2019
MACRO’s Senior Partner Mark Cortazzo, CFP®, CIMA®, recently appeared on the financial television program, WealthTrack. He joined host Consuelo Mack to discuss avoiding disastrous retirement...
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 different. Many investors...
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 services. To determine which...
Kiplinger’s: 5 Ways Your Financial Adviser Should Hold You Accountable
February 1, 2019
Clients often equate wealth management with providing investment advice, but investments are just one subset of a strong financial plan. The others – risk management and tax planning – are also integral to the...
Who’s Your Beneficiary?
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 Value of Working with Financial Advisors to Sell Your Business
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...
