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...
Understanding the Differences Between Investment Management and Wealth Management
March 29, 2019
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...
February Market Overview
March 11, 2019
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 Best-In-State Wealth Advisors Ranking
February 21, 2019
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...
