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MARKET UPDATE | First Quarter 2018

The incredible run of positive stock market returns throughout 2017 and January 2018 finally came to an end in February, when the market dropped 10%—resulting in an uptick of investor concern and volatility.

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Trending Topics

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 | 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

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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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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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