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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 one point, down in...

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 became law on January 1,...

Business person working at desk looking at charts

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 coronavirus gripped 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 itself. While the...

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 success, maintaining...

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 are missing one...

Mark Cortazzo Named to Forbes Best-In-State Wealth Advisors Ranking for 2020

January 21, 2020

MACRO Consulting Group

MACRO Consulting Group is pleased to announce that its own Mark Cortazzo, CFP®, CIMA®, has once again been named to the Forbes Best-In-State Wealth Advisors list. The 2020 ranking marks the third consecutive year...

MACRO Advisors Earn 2020 Five Star Wealth Managers Distinction as Seen in New Jersey Monthly

January 10, 2020

MACRO Consulting Group

MACRO Consulting Group is pleased to announce that three members of its team have been named 2020 Five Star Wealth Managers in New Jersey by Five Star Professional. Featured in New Jersey Monthly magazine, Senior...

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December Market Overview

January 9, 2020

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

Investors enjoyed strong returns in December with most equity indices up several percentage points, including the S&P 500 which rose 3%. We attribute the rally to the continued progress toward a “phase one”...

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