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MARKET UPDATE | SECOND QUARTER 2019

US Stocks and bonds continued their rally in the 2nd quarter, with stocks posting their strongest first half returns since the dot-com boom. Both markets are reacting strongly to the same event – increasing likelihood of at least one fed rate cut in 2019. Though this market expansion is now a bit long in the tooth (at just over 10 years), the return of easy money policies could extend the party. Globally, the same threats to market stability still linger. Brexit has been delayed, the US and China are at an impasse in trade deal negotiations and tensions with Iran have worsened. International markets have trailed the US slightly through the first half of the year as their economies navigate these issues.

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Trending Topics

5 Reasons to File Your Taxes Early

The Internal Revenue Service started accepting tax returns for 2018 on Monday, January 28 – which means Tax Season has officially begun! Review the top 5 reasons you should consider filling early this year.  VIEW

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Know The 1099 Reporting Rules

1099-MISC reporting rules can be confusing. Learn the filing requirements, exceptions, as well as some quick tips to make filing easier.  VIEW

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YOUR 2018 CHARITABLE GIVING GUIDE

Matthew Reed, CPA and Jose Franco VIEW

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2015 Tax Planning Guide

View our guide to help with your 2015 tax planning

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What You Should Know About AMT

IRS Tax Tip 2014-10 View

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MARKET UPDATE | SECOND QUARTER 2019

US Stocks and bonds continued their rally in the 2nd quarter, with stocks posting their strongest first half returns since the dot-com boom. Both markets arereacting strongly to the same event – increasing likelihood of at least one fed rate cut in 2019. Though this market expansion is now a bit long in the tooth (atjust over 10 years), the return of easy money policies could extend the party.Globally, the same threats to market stability still linger. Brexit has been delayed, the US and China are at an impasse in trade deal negotiations and tensionswith Iran have worsened. International markets have trailed the US slightly through the first half of the year as their economies navigate these issues.

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MARKET UPDATE | FIRST QUARTER 2019

While 2018 ended with US and international equities selling off in the fourth quarter, 2019 has begun with equities bouncing back and fixed income posting its strongest quarterly return in three years. Despite the geopolitical uncertainties of “Brexit” and US-China trade relations, the US economy continues to demonstrate strength, evidenced by solid wage growth and low unemployment below 4%. Additionally, the Fed has helped calm markets by taking on a more dovish tone regarding rate hikes, due in part to subdued inflation.

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MARKET UPDATE | FOURTH QUARTER 2018

While 2017 felt like a golden year with positive returns and historically low volatility, we experienced a resurgence of stock market volatility in 2018. Whether it be from the Fed hiking interest rates, China trade war and tariff fears, Brexit challenges or other factors, investor uncertainty elevated, which negatively impacted stock markets. Despite all this, we still saw indicators that the US economy was on positive footing in 2018, such as historically low unemployment and increased GDP levels.

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MARKET UPDATE | THIRD QUARTER 2018

US stocks were the only bright spot in the global markets. Despite bonds and international stocks realizing flat-to-negative returns, we strongly believe diversification pays off over the long-run. It’s very important not to lose sight of what is truly an appropriate risk-adjusted portfolio for your individual circumstance.

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MARKET UPDATE | SECOND QUARTER 2018

The US economy continues to demonstrate strength as we enter the second half of 2018. While US tax cuts helped boost corporate earnings; tariffs, trade disputes and a strengthening US dollar, coupled with tighter credit, have provided some headwinds to strong global growth.

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MARKET UPDATE | First Quarter 2018

With the new year, we’ve seen a resurgence in stock market volatility, which was largely absent during 2017. While tax cuts helped propel stocks to record highs, fears of US protectionism, tariffs and rising interest rates have, in part, acted as a counterweight to a strong global economy.

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MARKET UPDATE | Fourth Quarter 2017

As we reflect on the final quarter of 2017, it’s safe to say we had an interesting year. We saw a lot of political volatility across the globe—as the ongoing sparring and saber-rattling between the US and North Korea took center stage late last year. We also saw hurricanes and wildfires throughout 2017 that devastated parts of the country, disrupting lives and economic growth.

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Market Update | Third Quarter 2017

During the past quarter we’ve encountered recurring themes in terms of topics causing a sense of uneasiness for investors.

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Fourth Quarter 2015

Stewart Mather, CFP®, CIMA Download

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First Quarter 2016

Stewart Mather, CFP®, CIMA Download

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Second Quarter 2016

Stewart Mather, CFP®, CIMA Download

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Third Quarter 2016

Stewart Mather, CFP®, CIMA Download

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Fourth Quarter 2016

Stewart Mather, CFP®, CIMA Download

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First Quarter 2017

Stewart Mather, CFP®, CIMA Download

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MARKET UPDATE | Second Quarter 2017

Stewart Mather, CFP® Download

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Third Quarter 2015

Stewart Mather, CFP ®, CIMA ® Download

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Second Quarter 2015

Stewart Mather, CFP®, CIMA® Download

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First Quarter 2015

Stewart Mather, CFP®, CIMA® Download

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Year End 2014

Stewart Mather, CFP®, CIMA® Jason Jones, CFA® Download

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Top 50 Fastest-Growing Firms

Financial Advisor Magazine Download

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Third Quarter 2014

Stewart Mather, CFP®, CIMA® Jason Jones, CFA® Download

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Second Quarter 2014

Stewart Mather, CFP®, CIMA® Jason Jones, CFA® Download

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First Quarter 2014

Stewart Mather, CFP®, CIMA® Jason Jones, CFA® Download

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Year End 2013

Stewart Mather, CFP®, CIMA® Jason Jones, CFA® Download

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Third Quarter 2013

The Mather Group, Inc. Investment Committee Download

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Second Quarter 2013

The Mather Group, Inc. Investment Committee Download

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First Quarter 2013

The Mather Group, Inc. Investment Committee Download

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Year End 2012

The Mather Group, Inc. Investment Committee Download

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Third Quarter 2012

The Mather Group, Inc. Investment Committee Download

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Second Quarter 2012

The Mather Group, Inc. Investment Committee Download

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First Quarter 2012

The Mather Group, Inc. Investment Committee Download

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Year End 2011

The Mather Group, Inc. Investment Committee Download

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REGULATION BEST INTEREST: IS THIS THE BEST THE SEC CAN DO?

Earlier this month, the Securities and Exchange Committee (SEC) adopted Regulation Best Interest, a ruling that will increase the standards of broker-dealers. The proposed solution is set to go into effect in June 2020. Our founding partner, Stewart Mather, shares his thoughts on the ruling.

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Roth 401(k) vs Roth IRA- Which is the Better Retirement Plan for You?

The good news for Americans who want to save more money for retirement is that there is a wide range of tax-advantaged retirement savings plans to choose from. Two of the most popular are Individual Retirement Accounts (IRAs) and 401(k) plans.

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Five Ways to a Fail-Safe Retirement

Watch for these things today so you'll stay on track for tomorrow. 

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Demystifying Medicare

Learn the tips and tools you need to manage health care costs in retirement.

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SUPER BOWL LIII: 7 FUN FINANCE FACTS

The Super Bowl is one of the biggest single-day sporting events in the world, making it big business. From advertising costs to ticket prices, the championship game impacts wallets in all sorts of ways. Before the coin toss in Atlanta, check out these seven financial facts about the big game.    VIEW

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Withdrawal Guidelines

Establish a withdrawal strategy that will sustain your savings over the long haul while reducing your tax liability. View

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IRA Contribution Limits & Deadlines

See contribution limits deadlines for traditional and Roth IRAs View

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Required Withdrawals at Age 70 1/2

Learn more about your Minimum Required Distribution (MRD), how it's calculated, and how to set up a withdrawal and reinvestment plan. View

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IRA Withdrawal Rules

See withdrawal rules for Traditional and Roth IRAs. View

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IRA Comparison - Roth IRA vs. Traditional IRA

Use this comparison chart to help you determine which kind of IRA may be right for you. View

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How Much is My Social Security Estimate?

Estimate your retirement benefits here. View

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#TMGFinancialTip: If you haven’t been maxing out your contributions to tax-advantaged retirement accounts—in 2019,… https://t.co/Jj64T4SqOx
Every week our Director of Financial Planning, Brian Schmehil, CFP®, CRPC®, hosts a discussion with the Client Asso… https://t.co/Xuoo1b4LD7