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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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2016 Tax Brackets

Every year, the IRS adjusts more than 40 tax provisions for inflation. This is done to prevent what is called “bracket creep.” This is the phenomenon by which people are pushed into higher income tax brackets or have reduced value from credits or deductions due to inflation, instead of any increase in real income...

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2016 Contribution Amounts

Internal Revenue ServiceView

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2015 Tax Planning Guide

View our guide to help with your 2015 tax planning

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2014 Contribution Amounts

Internal Revenue Service View

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What You Should Know About AMT

IRS Tax Tip 2014-10 View

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New 3.8% Medicare Tax on 'Unearned' NET Investment Income

Congressional Health Care Caucus Download

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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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Five Ways to a Fail-Safe Retirement

Stewart Mather, CFP®, CIMA® Download

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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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Demystifying Medicare

Learn the tips and tools you need to manage health care costs in retirement. VIEW PDF (uploads/documents/resources/TMG_Insights_MEDICARE.pdf)

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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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The Mather Group

HOW SMART INVESTORS RETIRE™

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