Vantage » Research Note - April 2017

April 21, 2017 | Market Commentary

Sentiment has improved in recent months, but actual economic growth has not kept up. At what point should you consider portfolio adjustments? We discuss hard data vs. soft data in our Research Note.

Markets & Economy » Theresa May Calls for Snap Election

April 19, 2017 | International Markets

On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union.

First Quarter 2017 International Perspective

April 13, 2017 | International Markets

International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers.

Featured Product: Manning & Napier Fund, Inc. Strategic Income Series

April 11, 2017 | Active Management

Today’s environment has become increasingly challenging for investors that are reliant on income generation. Economic growth in the U.S. and abroad remains sluggish, valuations for both fixed income and equity securities have become less compelling, forward return expectations are relatively muted...

Markets & Economy » Monthly Outlook - April

April 05, 2017 | Market Commentary

Our monthly outlook video includes our perspective on interest rates, consumer sentiment, politics, and more.

April 2017 Perspective

April 05, 2017 | Market Commentary

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » Considerations for Balancing Investment Goals

April 04, 2017 | Investment Themes

What is your organization's investment priority? We consider the three most common objectives and how to align your investment approach.

Markets & Economy » REITs: Can the Best Performing Asset Class Maintain its Crown?

April 03, 2017 | Investment Themes

Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset class in the market over the past 15 years...

Webinar: Fiduciary Fee Reasonableness: Breaking Down Litigation Teachings

March 29, 2017 | Retirement Plans

Even with the seemingly ever-changing uncertainty around regulations, there are actionable ways to push forward. Recent 401(k) litigation has helped define fee reasonableness and provides considerable guidance to the industry, including decisions with IRA clients. We break down these cases and assess what it could mean for your practice.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Financial Planning » Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | Wealth Management

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy your day.

Webinar: Economic Expectations vs. Economic Reality

March 23, 2017 | Market Commentary

In recent months, there has been a marked improvement in economic expectation surveys of both consumers and businesses. How do we put these surging expectations into proper context considering where the United States is in the economic cycle? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Colby Feane, discuss moving forward.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Financial Planning » Medicare FAQs

March 22, 2017 | Wealth Management

As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be overwhelming.

Markets & Economy » Emerging Markets Update: A Hybrid Approach to Investing

March 21, 2017 | Emerging Markets

The Global Financial Crisis forcibly aligned emerging market macroeconomic and monetary policy cycles. But, as we move further from the trough, emerging markets are becoming increasingly less homogeneous.

Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Fixed Income

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent...

Endowments & Foundations » How to Find Income Opportunities in a Low Yield World

March 13, 2017 | Investment Themes

Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities...

Markets & Economy » Emerging Markets Update: Trends Affecting Emerging Markets

March 09, 2017 | Emerging Markets

Entering 2016, many emerging market countries continued struggling to find a new growth model in the aftermath of the Global Financial Crisis. While economic growth in emerging markets briefly rebounded...

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 13: Fiduciary Fee Reasonableness

March 08, 2017 | Retirement Plans

Although fee reasonableness is an important part of the fiduciary discussion, the DOL hasn’t provided much guidance as to what is considered a reasonable fee. We look at past examples of litigation to understand the precedents that have been set.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 13: Breaking Down CITs

March 08, 2017 | Retirement Plans

CITs are not broadly understood, but the DOL’s Fiduciary Rule has put them in the spotlight. Our new post addresses common misconceptions and answers some frequently asked questions.

Markets & Economy » Monthly Outlook - March

March 07, 2017 | Market Commentary

How will today’s headlines affect tomorrow’s investments? Our outlook video for March provides our perspective on the latest economic news.

March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful influence on investor and business confidence...