TMG - The Mather Group

05/29/2026

Check out our May episode now available to view when convenient for you.

This month’s Smart Money Moves topic:
What Financial Decisions Have the Biggest Long-Term Impact?

In 30 minutes, we will discuss:
-The financial decisions investors are struggling with most today
-Why emotions often influence investment and retirement decisions
-The long-term impact of short-term market reactions
-Retirement, withdrawal, and tax-planning considerations
-Why coordinated financial planning matters during uncertain environments

Don't forget to register so you're the first to know when the June webinar goes live!

🔗 Link in bio to watch the full video or watch at: https://www.themathergroup.com/smart-money-moves

05/09/2026

$34 trillion in wealth will be controlled by women by 2030.

That shift is challenging the traditional service model across wealth management.

In this latest opinion article from InvestmentNews, TMG's CEO Jennifer des Groseilliers discusses why the future of advice requires a deeper understanding of clients, their goals, priorities, decision-making, and the full complexity of their financial lives.

The article explores how the industry must evolve beyond transactional relationships toward more personalized and coordinated planning experiences that better reflect the needs of today’s clients and families.

➡️ Read the full article from InvestmentNews: https://www.investmentnews.com/opinion/the-34-trillion-wake-up-call-for-financial-advisors/266413

05/04/2026

How Your Money Story Shapes Investment Decisions

In 30 minutes, we will explore:

-What markets are signaling right now and what matters most
-What investors should be paying attention to in today’s environment
-Where investment decisions tend to break down during volatility
-The long-term impact of short-term timing decisions
-How a structured, coordinated approach improves consistency

Link in bio to watch the full video or watch at: https://www.themathergroup.com/smart-money-moves

04/16/2026

Retirees face 3 hidden tax risks
What could quietly disrupt your retirement income?

Get the answers in our latest Smart Money Moves webinar.
Watch on-demand now here at:

Full video here: https://www.themathergroup.com/smart-money-moves-library/march-2026?auto_play=true

12/12/2025

Our CEO, Jennifer des Groseilliers, joined Craig Iskowitz on the WealthTech Today podcast to discuss the structural shifts reshaping the RIA industry. From rapid consolidation to advisor-facing AI and the rising expectations around scale and planning depth.

In this episode, Jennifer offers a candid look at how TMG has:

• Integrated 23 acquisitions while protecting culture
• Built a leadership bench ready for the next era of advice
• Invested in data discipline and advisor enablement

🎧 Listen to the full conversation:

The RIA industry is in the middle of a structural shift: accelerated consolidation, the rise of advisor-facing AI, and escalating expectations around scale, service, and planning depth. Few firms sit at the intersection of all three trends the way The Mather Group does. In this episode, CEO Jennifer...

12/04/2025

The women's retirement wealth gap is real.
TMG Wealth Advisor Natalya Christy, CFP® talks about why it's important for women to consider their future at every stage of life—and how Women Forward at TMG can help.
Get in touch today for a free consultation at the link in bio.

11/28/2025

Check out our November Smart Money Moves webinar about AI & The Markets: What Investors Are Asking.
In 30-minutes, we'll cover:
What’s behind the rapid growth of AI-related investments.
Why “bubble” conversations are gaining traction.
How fundamentals and investor behavior together shape the way markets respond to big themes
Watch it at https://www.themathergroup.com/smart-money-moves and sign up for our December episode too.

11/26/2025

Market corrections happen—so you need a strategy that can stay strong through the swings. TMG Managing Director Brian Schmehil, CFP® talks about how we build plans our clients can feel confident in no matter what the market's doing. Want a free investment audit? Get in touch with us today for a consultation at the link in bio.

11/14/2025

At The Mather Group, we start with your why. Our focus goes beyond managing money. We help individuals and families align their wealth with what matters most.

That’s why we’re proud to announce a new strategic partnership with Napa Wealth Management in Napa, California. This partnership brings together two like-minded firms grounded in a shared belief that business owners and retirees want clarity, confidence, and a clear roadmap for their future.

Read the Press Release: https://www.businesswire.com/news/home/20251113793235/en/The-Mather-Group-Announces-Partnership-With-Napa-Wealth-Management-Expanding-Presence-in-Northern-California

M&A for RIAs: https://www.themathergroup.com/m-a

10/30/2025

This month's webinar is all about: Confidence, Caution, & Market Cycles
In this 30-min session you will hear how confidence and caution are shaping investor behavior in 2025, what shifting market sentiment reveals about the current cycle and how understanding both market fundamentals and investor behavior can provide perspective when markets shift.
Link to watch the full video at: https://www.themathergroup.com/smart-money-moves