Checklist on a desk

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...

Business person working at desk looking at charts

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...

Two businessmen looking at paperwork

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,...

Mark Cortazzo Named to Forbes headshot

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...

Business person working at desk looking at charts

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...

Hand touching a chess piece

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...

Business person working at desk looking at charts

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...

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...

Have question?

Contact us today!