Adam Recker, CFA, CFP® & Michael Furla, CFA, CFP®

Markets experienced a historic recovery during the second quarter, with U.S. stocks posting their best quarterly results in two decades according to the Wall Street Journal. While the economic climate continues to improve from first quarter lows, further recovery is likely contingent upon our ability to contain COVID-19. Faced with the current public health crisis, the Fed stated it will likely keep rates at zero for the foreseeable future. During the recent period of market volatility, many active managers failed to generate alpha and underperformed passive index strategies, potentially due in part to poor market timing. We believe both recent and long-term results reinforce The Mather Group’s long-held belief that index-based investing best serves the needs of our client families, especially in times of increased uncertainty.

The Mather Group


Get in touch with us or find one of our office locations   Contact us

Given the depth of research and analysis that Barron’s performs each year to compile its ranking, this recognition…
We have a robust, repeatable process in place to help us manage integrations, and we’re constantly refining and imp…