Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Social Security Developments: What You Need to Know

December 01, 2015 | Wealth Management

The Bipartisan Budget Act of 2015, signed into law by President Obama on November 2nd, included a provision that eliminates popular Social Security planning strategies. Below is a brief, general summary of the changes, aimed at closing unintended “loopholes:”

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 8: The DOL’s Proposed Fiduciary Rule

November 30, 2015 | Retirement Plans

There has been plenty of industry chatter deconstructing the Department of Labor’s (DOL) proposed rule defining who is a “fiduciary” of an employee benefit plan under the Employee Retirement Income Security Act of 1974 (ERISA) as a result of giving investment advice.

Cindy Lapoff

Cindy Lapoff

Legal and Regulatory Consultant

Converge, Volume 8: Navigating the Regulatory Maze

November 30, 2015 | Retirement Plans

Demographically-targeted education on topics that are timely and relevant to participants are becoming more popular as employers seek to improve their participants’ retirement prospects. As employee populations age, more and more employers are providing pre-retiree education regarding Medicare options.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Developing an Understanding of the Fundraising Cycle

November 23, 2015 | Investment Themes

An overview of recent giving trends tells the story by the numbers. Charitable giving is picking up speed and rose for the fifth year in a row in 2014, surpassing the peak in giving last seen before the Recession.

Cindy Lapoff

Cindy Lapoff

Legal and Regulatory Consultant

Regulatory FAQs: Department of Labor Fiduciary Re-Proposal

November 23, 2015 | Retirement Plans

I've been told that the Department of Labor's proposed definition of fiduciary expands the number of people who would be considered "fiduciaries" under ERISA. What does that really mean?

Vantage » The U.S. Manufacturing Renaissance: Weathering the Storm

November 23, 2015 | Domestic Markets

We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth. This assessment has proved to be correct over the past three years, and we believe that the trend is likely to continue going forward.

Markets & Economy » Selectivity: The New Way Forward for Investors

November 19, 2015 | Investment Themes

Shifting tides in the global economic backdrop during 2015 led us to make broad changes to our equity sector allocations throughout the year. We believe these changes position investor portfolios to capture what we view as the best opportunities in global equity markets that we expect to play out over the next several years.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Tax-Loss Selling Considerations for Investors at Year-End

November 13, 2015 | Wealth Management

As the end of the calendar year approaches, many investors with taxable investment accounts that have realized capital gains during the year consider selling their stocks and/or bonds that are currently at a loss, to offset the gains and reduce the tax consequences.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Breaking Down Derivatives in Fixed Income

November 06, 2015 | Fixed Income

In this video Marc Bushallow, Managing Director of Fixed Income, defines derivatives and discusses four primary types - forward contracts, futures contracts, options, and swaps.

November 2015 Perspective

November 04, 2015 | Market Commentary

An advance estimate of real U.S. GDP showed that growth slowed to a 1.5% annualized pace in the third quarter, down from a much stronger 3.9% in the second quarter.

Markets & Economy » Risk Continues to Run Rampant In Russia

November 04, 2015 | Emerging Markets

In our recent Country in Focus article in Vantage, we discussed how Russia has been in the spotlight over the past few years with its controversial involvement in Ukraine and annexation of Crimea in 2014.

James Esposito

James Esposito

Qualified Plans Consultant

Regulatory FAQs: Cash Balance Plans

October 27, 2015 | Retirement Plans

Cash balance pension plans are growing in popularity, but I don’t know much about them. How is a cash balance plan different from a traditional defined benefit pension plan?

The Importance of Selectivity in Today’s Environment

October 26, 2015 | Active Management

In this series we discuss why investors must be selective and identify specific examples of Manning & Napier’s selectivity in the current equity and bond markets.

Markets & Economy » India’s Economy: Silver Linings Despite Opposition to Reform

October 23, 2015 | Emerging Markets

In late August, India’s parliament finished its summer session without passing two of Prime Minister Narendra Modi’s top priorities—a goods-and-services tax (GST) and revisions to the country’s land acquisition laws.

Using Derivatives in the Fixed Income Markets

October 16, 2015 | Fixed Income

While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage.

Tom Waters

Tom Waters

Defined Contribution Practice Leader

White-Labeling the Core Menu: What’s Your Objective?

October 13, 2015 | Retirement Plans

The defined contribution (DC) industry has made enormous strides over the last decade in its quest to improve a system that’s become the predominant source of retirement income for many working Americans. Part of this evolution has led to a closer examination of plan design...

Third Quarter 2015 International Perspective

October 09, 2015 | International Markets

Global equity markets were off to a volatile start as the third quarter opened. Continued uncertainty surrounding Greece’s debt saga weighed on equities. The Greek populace overwhelmingly voted against their international creditors’ conditions for further bailout aid.

October 2015 YourShare

October 07, 2015 | Market Commentary

World financial markets swooned during August as concerns over slowing global economic growth resurfaced. Recent reports on the U.S. economy remained generally good, however, and this helped quell investor nerves to a degree near month-end.

October 2015 Perspective

October 07, 2015 | Market Commentary

Following their two day meeting in mid-September, members of the U.S. Federal Reserve’s policy setting Federal Open Market Committee (FOMC) decided not to adjust the federal funds policy interest rate. The rate will remain within the current 0% to 0.25% range, where it has been since December 2008.

Webinar: Market Volatility

October 05, 2015 | Market Commentary

Recent market volatility has raised many questions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, respond to the uncertainties facing investors today and what to expect going forward.