Business person working at desk looking at charts

April Market Overview

May 7, 2018

MACRO Consulting Group

April was an “okay” month for equity investors but a challenging one for bond investors. The S&P was up modestly, at 0.38%, but the Bloomberg Barclays Aggregate Bond Index declined 0.74%. As we write this,...

Two businessmen shaking hands

The Value of Working with Financial Advisors to Sell Your Business

May 3, 2018

Nick Spagnoletti, Jr., CFP®

When considering the sale of your business, there is no number more important than your number: the amount you need to net from the sale in order to meet your future goals and objectives. Finding that number...

Decorative door surrounded by gears

Take an Enlightening Ride in a Time Machine

April 26, 2018

Mark Cortazzo, CFP®, CIMA®

Imagine jumping into a time machine to visit one of the largest cities in the world, New York City. You hail a cab and while en route you realize about 90% of the taxi cabs on the streets are electric. What year do...

Business person working at desk looking at charts

March Market Overview

April 10, 2018

MACRO Consulting Group

March was another challenging month for the stock market with the S&P 500 down over 2.50% for the month. Bond markets fared a little better, with the Bloomberg Barclays Aggregate Index rising about 0.50% and...

Clock with coins on both sides

WealthTrack: Avoid the Nightmare of Running Out of Money in Retirement

April 5, 2018

MACRO Consulting Group

MACRO's Senior Partner, Mark Cortazzo, CFP®, CIMA®, recently appeared on the financial television program WealthTrack. He sat down with Host Consuelo Mack to talk about how not to run out of money during...

Piggy bank on top of papers next to a calculator

Three Brothers Walk Into a Financial Planner’s Office…

April 4, 2018

Mark Cortazzo, CFP®, CIMA®

Timing is everything, so the saying goes. This is especially true when it comes to your retirement. Many people may not understand the role timing plays in a successful retirement plan. While most tend to focus on the...

Don’t Be Fooled By Fraudulent Charities

March 29, 2018

MACRO Consulting Group

Before you write that check or text a $10 donation to a special number, you should do a little homework. The Federal Trade Commission (FTC) web page offers a list of actions and advice to help ensure the charity is...

Person using calculator and looking at paperwork

Don’t Let a Lost Job Turn into Lost Financial Opportunities

March 20, 2018

Nick Spagnoletti, Jr., CFP®

If you’ve recently been “involuntarily separated” from your job (or perhaps you left voluntarily), you are not alone. In the last five months of 2017, an average of 1.7 million U.S. workers per month found...

Business person working at desk looking at charts

February Market Overview

March 2, 2018

MACRO Consulting Group

February was a tough month for investors. After a nice start to the year in January, markets experienced a bout of volatility. There are several different undercurrents contributing to the disruption and they are...

Bitcoin sitting on a pile of other bitcoins

Cryptocurrency: Boon or Boondoggle?

February 27, 2018

MACRO Consulting Group

Lately it seems that you can’t go to the grocery store, the gym, or your kid’s basketball game without overhearing someone talking about Bitcoin. Established in 2009, Bitcoin is the best-known example of...

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