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October Market Overview

November 12, 2020

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

October was an eventful month with many dynamics influencing the markets, some positively and some negatively. By the end of the month, most U.S. and global indexes had declined, many by several percentage...

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WealthTrack: “Black Swan” Advice

October 23, 2020

MACRO Consulting Group

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...

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September Market Overview

October 15, 2020

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

Global equity markets reversed course and were broadly lower in September as investors grew more cautious of the U.S.’s continued struggles to contain the pandemic, as well as lawmakers’ failure to come to an...

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August Market Overview

September 13, 2020

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

Global equity markets continued their feverish climb in August, propelling several benchmarks – including the S&P 500, which gained 7.2% in the month – to all-time highs. In the U.S., large cap growth stocks...

Senior Partner Mark Cortazzo Selected as a Forbes Top Advisor for Fourth Time

September 2, 2020

MACRO Consulting Group

MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, has been selected as one of the Forbes Top 250 Wealth Advisors for the fourth time. He was chosen for this prestigious honor out of 32,325 nominees.

MACRO Consulting Group’s Mark Cortazzo Shares the Greatest Benefit of Being a Financial Advisor

August 19, 2020

MACRO Consulting Group

Mark Cortazzo, CFP®, CIMA®, Senior Partner at MACRO Consulting Group, reveals what he finds most valuable about being a financial advisor: helping clients work towards their goals. We are proud to support our...

Let Your Copilot Steer You Through Market Volatility With Confidence

August 17, 2020

Joel Morales

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...

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July Market Overview

August 12, 2020

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

Global equity markets continued their rally in July, with the S&P 500 rising 5.6% and climbing back into positive territory for 2020 (+2.4% YTD through the end of July). While we have been pleasantly surprised by...

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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 we have discussed...

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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 Fixed Income indices...

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