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November Market Overview

December 9, 2019

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

The majority of global equity indices were up strongly in November, including the S&P 500, which rose 3.6%. The broad-based strength was largely attributable to investor optimism surrounding a potential “phase...

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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 planning for the future -...

Woman looking at charts and graphics using a calculator

October Market Overview

November 8, 2019

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

All major equity indices posted gains for October, including the S&P 500, which climbed a very respectable 2.2%, bringing the YTD return to 23.2%. Recall that markets began the month with heightened volatility...

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 now! But what if the...

Business person working at desk looking at charts

September Market Overview

October 10, 2019

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

The majority of global stock indices rebounded from the August selloff and finished September with respectable monthly gains, including the S&P 500, which climbed 1.9%. The rebound in the stock market was largely...

Mark Cortazzo Named to Forbes headshot

Mark Cortazzo Named to Forbes Top Wealth Advisors Ranking for Third Year

September 10, 2019

MACRO Consulting Group

For the third year, MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, has been recognized as one of the Forbes Top 250 Wealth Advisors of 2019. Mark was selected for this prestigious list out...

Business person working at desk looking at charts

August Market Overview

September 9, 2019

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

The stock market experienced heightened volatility in August as yet another escalation in the U.S.-China trade war took center stage. As such, virtually all stock market indices declined for the month, including the...

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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...

Business person working at desk looking at charts

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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