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

Despite growing concerns over inflation, U.S. markets continue their strong recovery as the economy reopens. While new economic data indicates increases in price levels, the Fed continues to hold rates near zero, citing supply chain issues, hiring difficulties, and other post-pandemic transitory factors as the main causes for this inflation. International markets struggled, underperforming U.S. markets in the second quarter, led by limited vaccination progress and renewed lockdowns as new COVID-19 variants emerge. Bonds posted strong returns in the second quarter, fueled by an unexpected drop in Treasury yields. In periods of market volatility, The Mather Group (TMG) continues to add value through its use of tax loss harvesting, rebalancing of portfolios, and accelerating tax strategies, when appropriate.

The Mather Group


                     Barrons Top 100 2019                          

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We take a client-centric and financial planning-first approach—from both an experiential and fiduciary standpoint,…
TMG has the robust tax infrastructure to attract high-net-worth clients and the scale to deliver sophisticated tech…