Multi-generational family sitting on a beach

Understanding the Differences Between Investment Management and Wealth Management

March 29, 2019

Andrew Despotakis, CFP®

Engaging a financial advisor to guide you on your financial journey is an important decision; equally so is understanding whether you need investment management or wealth management services. To determine which...

Business person working at desk looking at charts

February Market Overview

March 11, 2019

MACRO Consulting Group

The markets continued their upward trajectory in February with virtually all equity indexes up multiple percentage points for the month, including the S&P 500, which finished the month at +3.2%. Further, most...

Mark Cortazzo Named to Forbes headshot

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

February 21, 2019

MACRO Consulting Group

For the second consecutive year, MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, has earned prestigious recognition as a Best-In-State Wealth Advisor by Forbes magazine. According...

Business person working at desk looking at charts

January Market Overview

February 11, 2019

MACRO Consulting Group

What a difference a month can make! Following a rough December, we kicked off 2019 on a much more positive note with virtually all equity and bond indexes posting gains for the month. Equity investors received some...

Hands in a circle on top of one another

Kiplinger’s: 5 Ways Your Financial Adviser Should Hold You Accountable

February 1, 2019

Mark Cortazzo, CFP®, CIMA®

Clients often equate wealth management with providing investment advice, but investments are just one subset of a strong financial plan. The others – risk management and tax planning – are also integral to the...

sound showing on monitor

Tune Out the Noise: Don’t Let Short-Term Volatility Dictate Your Long-Term Investment Decisions

January 29, 2019

Nick Spagnoletti, Jr., CFP®

In light of the recent volatility in the stock market, it’s important to remember that no one can accurately predict the day-to-day movements of the markets – and that markets move in both directions. Many...

Business person working at desk looking at charts

December Market Overview

January 14, 2019

MACRO Consulting Group

There’s an old Chinese proverb, “May you live in interesting times.” If this is your goal, you have succeeded wildly in December. We saw the largest one-week decline in a decade, and we experienced the highest...

MACRO advisors group shot

MACRO Advisors Named 2019 Five Star Wealth Managers as seen in New Jersey Monthly Magazine

January 4, 2019

MACRO Consulting Group

MACRO Consulting Group is pleased to announce that three members of our distinguished team have been named Five Star Wealth Managers as seen in New Jersey Monthly magazine. Senior Partner Mark Cortazzo, CFP®,...

Business people shaking hands

How to Talk with Your Employees About Financial Wellness

December 13, 2018

Nick Spagnoletti, Jr., CFP®

On average, for every dollar spent on payroll,1 companies in the United States spend 43 cents on benefits in order to offer their employees: Health, life, and disability insurance Performance bonuses,...

Business person working at desk looking at charts

November Market Overview

December 7, 2018

MACRO Consulting Group

After a rough October, the news was better in November. Stocks rebounded a bit in the U.S., while bonds were also up modestly.  December, however, has gotten off to a rough start with market volatility: oil...

Have question?

Contact us today!