Financial Planning » Prosper

December 12, 2017 | Wealth Management

Our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning topics such as retirement planning, estate planning, investing, and so much more.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Three Ways to Attract Millennial Donors Using Social Fundraising

December 11, 2017 | Investment Themes

Crowdfunding, or social fundraising, is becoming an increasingly popular and effective fundraising strategy for non-profits. This tactic is especially successful in attracting and engaging millennial donors.

Financial Planning » Year-End Tax Planning Tips

December 11, 2017 | Wealth Management

The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.

Markets & Economy » Monthly Outlook - December

December 08, 2017 | Market Commentary

In our last Monthly Outlook video of 2017, we look back at the year’s economic news and discuss where we might be headed in 2018.

December 2017 Perspective

December 07, 2017 | Market Commentary

The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American history.

Markets & Economy » Would You Buy This Smart Beta Strategy?

December 05, 2017 | Market Commentary

Smart beta investing strategies are on a roll. As one of the fastest growing exchange-traded fund (ETF) categories, there are now nearly 700 available in the market. With the number of smart beta ETFs increasing every year, their surging popularity is grabbing investor attention...

Webinar: Finding Opportunities in Today's Environment

December 01, 2017 | Investment Themes

Michael Knolla, Managing Director of the Capital Goods & Materials Group, discusses the way we are applying our stock selection strategies to some of the most exciting sectors today. From retail to biotechnology, learn how our analysts capitalize on disruption.

Our View » Menu Design Matters

November 30, 2017 | Retirement Plans

With additional fiduciary scrutiny and an increase in litigation, it's more important than ever to offer a retirement plan menu that meets the needs of all participants. To be confident in their plan decisions, we believe plan sponsors should design their investment menu based on participant demographics & engagement.

Financial Planning » Tax Reform and What Comes Next

November 20, 2017 | Wealth Management

As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill expected to be voted on before the end of the month.

Financial Planning » Webinar: Financial Planning FAQs

November 10, 2017 | Wealth Management

Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future.

Markets & Economy » Don’t Rule Out That Raise

November 09, 2017 | Market Commentary

As Federal Reserve policymakers move further along on plans for monetary policy normalization, they will look to key inflation indicators in deciding the appropriate pace of tightening. One of those key indicators, wage growth, has been disappointingly modest over the course of the current business cycle according to some measures.

November 2017 Perspective

November 06, 2017 | Market Commentary

In recent months, we have discussed the emergence of a synchronized global expansion unfolding across most economic regions.

Markets & Economy » Monthly Outlook - November

November 06, 2017 | Market Commentary

We discuss the new Federal Reserve chair, U.S. economic growth, and more in our Monthly Outlook Update video for November.

Vantage » Research Note: A Closer Look at Wage Growth

October 31, 2017 | Market Commentary

October marks the eight-year anniversary of the first and only month since the early 1980s that headline unemployment reached 10% in the United States. A lot has changed in the intervening eight years.

Markets & Economy » FAQs: Current Environment and Recent Events – What Does it Mean to Investors?

October 26, 2017 | Market Commentary

With the U.S. stock market reaching new highs, uncertainty surrounding policy implementation, and a series of natural disasters, we’ve recently received a number of questions on potential impacts to the economy and investors. In the below Q&A we answer your most frequently asked questions on these topics.

Financial Planning » 12 Tips for a Secure Retirement

October 19, 2017 | Wealth Management

It’s National Retirement Security Week and we’re sharing 12 planning tips that can help as you prepare for retirement and throughout your retirement.

Understanding Mutual Fund Distributions

October 13, 2017 | Investment Themes

Mutual fund distributions can be confusing. What are they and how do they impact mutual fund investors? Brush up on the basics in this article.

Featured Product: Manning & Napier Fund, Inc. Rainier International Discovery Series

October 13, 2017 | Investment Themes

Attractive investment opportunities can be found all over the world and small, well-run international companies can provide investors access to some of these compelling opportunities in today's marketplace. However, despite an increasingly globalized world and ever-growing access to foreign markets, international small cap equities remain broadly overlooked and underinvested.

Markets & Economy » Retail Closures on Record Pace

October 12, 2017 | Market Commentary

The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations. The challenges highlight the impact of e-commerce and changing consumer demands.