Incorporating Company Stock into Your Overall Financial Strategy
December 4, 2018
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...
Kiplinger’s: Financial Advice May Not Be Your Adviser’s Specialty
November 21, 2018
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...
Prepare for a Happy New Year by Reviewing This Year-End Checklist
November 15, 2018
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...
October Market Overview
November 8, 2018
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...
Donor-Advised Fund: A Simple, Effective Form of Charitable Giving
October 16, 2018
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...
September Market Overview
October 8, 2018
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’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...
Roth IRA Conversion Recharacterization Deadline Approaching October 15, 2018
September 12, 2018
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,...
WealthTrack: What Do Recognized Financial Thought Leaders Think About Bitcoin?
September 10, 2018
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,...
August Market Overview
September 6, 2018
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...
