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When the Retirement Dream Becomes Reality, You’ve Got Important Pension Decisions to Make

August 23, 2019

Nick Spagnoletti Jr., CFP®

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...

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July Market Overview

August 9, 2019

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

Markets continued to march higher in July with the majority of global equity and fixed income indices posting modest gains for the month, including the S&P 500, which climbed 1.4%. Economic data remained...

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June Market Overview

July 5, 2019

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

The markets were strong in June and recovered well from the widespread losses seen in May. In fact, all major global equity and fixed income indices posted positive returns, including the S&P 500, which climbed 7%...

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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 picture so you can...

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May Market Overview

June 10, 2019

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

The markets experienced heightened volatility in May, with virtually all U.S. and international equity indices declining – including the S&P 500, which dropped 6.4% for the month. The decline in global markets...

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Strategic Partnerships That Strengthen Relationships

June 6, 2019

Joel Morales

Over the course of their professional lives, financial advisors and accountants are likely to encounter many instances in which clients’ personal financial and tax interests overlap. In those instances,...

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WealthTrack: Disastrous Retirement Mistakes

May 20, 2019

MACRO Consulting Group

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...

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April Market Overview

May 7, 2019

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

Markets rallied again in April with virtually all U.S. and international equity indices rising, and most by several percentage points – including the S&P 500, which rose 4% for the month. In the U.S., the...

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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 different. Many investors...

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March Market Overview

April 8, 2019

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

The markets rallied again in March, with the majority of equity indexes up modestly – including the S&P 500, which was up +1.9%. Further, fixed income indexes were broadly positive as well, driven by the more...

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