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...
July Market Overview
August 9, 2019
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...
June Market Overview
July 5, 2019
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%...
Enjoy Your Summer… After You Review This Mid-Year Checklist
July 1, 2019
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...
May Market Overview
June 10, 2019
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...
Strategic Partnerships That Strengthen Relationships
June 6, 2019
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,...
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...
April Market Overview
May 7, 2019
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...
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...
March Market Overview
April 8, 2019
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...
