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Incorporating Company Stock into Your Overall Financial Strategy

December 4, 2018

MACRO Consulting Group

Many publicly traded companies offer employee benefits programs that provide their workers and executives with exposure to company stock through various channels, such as bonuses tied to performance, discounted...

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Kiplinger’s: Financial Advice May Not Be Your Adviser’s Specialty

November 21, 2018

Mark Cortazzo, CFP®, CIMA®

Most providers of financial advice do so with the best of intentions, but despite sharing a common title, they can bring a wide array of skillsets, may provide vastly divergent services, and even answer to different...

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Prepare for a Happy New Year by Reviewing This Year-End Checklist

November 15, 2018

Thomas Moyer, CFP®

Before you know it, you’ll be gathering with family and friends to celebrate the holidays. Amid the shopping and preparations, it’s important to stop and take stock of your financial position heading into the new...

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October Market Overview

November 8, 2018

MACRO Consulting Group

October has a reputation for being a difficult month for the stock market: the crash of 1929 occurred in October, as did the crash of 1987. Although there was no crash this October, it was still a challenging month...

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Donor-Advised Fund: A Simple, Effective Form of Charitable Giving

October 16, 2018

MACRO Consulting Group

Due to the positive response to our blog article, New Tax Law, New Approach to Charitable Giving?, we’ve decided to delve deeper into some of the charitable giving strategies discussed. In this article, we take...

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September Market Overview

October 8, 2018

MACRO Consulting Group

September was a mixed bag for investors. The S&P 500 was up modestly, as were other developed foreign markets, but small caps and emerging markets retreated. Most investment grade fixed income was negative on the...

Mark Cortazzo Named To Forbes Top Wealth Advisors Ranking

September 18, 2018

MACRO Consulting Group

MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, was recently named one of the Forbes Top 250 Wealth Advisors of 2018. Mark was chosen out of 25,732 nominees to this elite list of 250...

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Roth IRA Conversion Recharacterization Deadline Approaching October 15, 2018

September 12, 2018

MACRO Consulting Group

Pursuant to the Tax Cuts and Jobs Act (TCJA), which went into effect on January 1, 2018, the conversion of a traditional IRA to a Roth IRA will no longer have the ability to be undone. From a tax planning perspective,...

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WealthTrack: What Do Recognized Financial Thought Leaders Think About Bitcoin?

September 10, 2018

MACRO Consulting Group

Bitcoin continues to be a trending topic throughout the investing world, but is it a smart investment? MACRO Consulting Group's Senior Partner, Mark Cortazzo, CFP®, CIMA®, was featured on WealthTrack this week,...

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August Market Overview

September 6, 2018

MACRO Consulting Group

August was a good month for investors in the U.S. Stocks, both large and small, were up nicely and U.S. bonds were up modestly. The S&P 500, Russell 2000, and Nasdaq all traded to new all-time highs. Outside the...

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