Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 10: Best Practices in a New Regulatory Environment

May 20, 2016 | Retirement Plans

A new wave of 401(k) litigation and the Department of Labor’s (DOL) impending conflict of interest regulations has the retirement industry aflutter. With so much activity in the realm of “fiduciary best practices,” it is difficult to keep track of what has changed and what has remained the same.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 10: DOL Encourages Participant Education

May 20, 2016 | Retirement Plans

The widely anticipated final fiduciary rule from the Department of Labor (DOL) is here. As expected, the rule broadly expands the definition of fiduciary investment advice but provides welcome flexibility for providing general education materials to participants without triggering fiduciary liability.

Our View » Optimizing Your Cash With a BDIA

May 20, 2016 | Wealth Management

Institutions are quickly realizing that this is not the same world it once was - and it's never been more important to develop their cash management strategies.

The Basics of Estate Planning, Part 2

May 19, 2016 | Wealth Management

Veronica Van Nest, Senior Wealth Management Consultant, discusses the advantages of creating a revocable trust and explains the purpose of a living will, health care proxy, and a power of attorney.

Markets & Economy » “Go for Growth” Still a Sound Strategy in Today’s Market

May 18, 2016 | Investment Themes

Investing in companies that can grow their earnings at above-average rates is particularly important in today’s slow-growth economy. We explore the case for growth stocks in our new post, “Go For Growth” Still a Sound Strategy in Today’s Market.

Balancing Risk and Taxes

May 13, 2016 | Active Management

Dana Vosburgh, the Director of Family Wealth Management, discusses various types of taxes that investors should be aware of and which investments may be subject to these taxes.

Markets & Economy » Update on Brazil—Rousseff to Face an Impeachment Trial

May 12, 2016 | International Markets

Brazil’s Senate voted yesterday to hold an impeachment trial for President Dilma Rousseff. Learn more about our perspective and what this means for investments in our Update on Brazil post.

Markets & Economy » Monthly Market Update - April

May 05, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s perspective on the latest economic news, including the potential “Brexit,” China’s government stimulus, and expectations for continued low interest rates.

May 2016 Perspective

May 05, 2016 | Market Commentary

From a potential “Brexit,” to the effects of the Chinese government stimulus, to the Rousseff impeachment proceedings in Brazil; we expect volatility will be the name of the game in the near future. Learn more about our views on these and other issues in the May 2016 Perspective Newsletter.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Themes

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Friday Deadline to Claim Under Social Security’s File & Suspend Strategy

April 25, 2016 | Wealth Management

For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early...

Markets & Economy » The Rise of Indonesian Consumerism

April 20, 2016 | Emerging Markets

Recent positive developments in Indonesia suggest a policy-driven recovery in domestic demand. Lower inflation, declining interest rates, and attractive demographics pose a favorable backdrop for Indonesian consumption. Learn more about our view on Indonesia and where investors can find opportunity.

Vantage » Research Note - March 2016

April 15, 2016 | Market Commentary

The performance of the S&P 500 in the first quarter of 2016 was ordinary and rather extraordinary at the same time. This proxy for U.S. large-cap stocks closed the quarter up 0.77% (exclusive of dividends), which is a little light in terms of the historical average return but well within historical norms. This is only part of the story, however.

First Quarter 2016 International Perspective

April 14, 2016 | International Markets

Following a volatile and lackluster 2015, global equity markets got off to a rocky start as 2016 opened. The MSCI All Country World Index (ACWI) was down by more than 11% year-to-date as of February 11 before recovering most of its losses by mid-March.

Markets & Economy » Monthly Market Update - March

April 11, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier's perspective on market movements in March, including volatile global equity markets, the Fed, events in Europe, and where we see opportunities in today’s market.

April 2016 Perspective

April 07, 2016 | Market Commentary

Global equity markets generated strong positive absolute returns during March and by the end of the month had nearly reached the levels at which they opened 2016 on a local-currency basis. Returns are modestly positive for the year on a U.S.-dollar basis. Valuations in the broad U.S. stock market remain somewhat elevated...

April 2016 YourShare

April 07, 2016 | Market Commentary

A revised estimate of real gross domestic product (GDP) showed the economy expanded at a 1.0% annualized rate in the fourth quarter of 2015, up from an initial estimate of 0.7% growth.

Vantage » Country in Focus: Italy

April 06, 2016 | Emerging Markets

Italy is the third largest economy in the eurozone. It is the second most visited country in Europe, and has become a pillar of modern design for everything from high-fashion clothing to luxury sports cars. With its famous culture, architecture, and palatial landscapes on one hand, and its state-of-the-art, high-end auto industry on the other, Italy often represents an intersection of old and new.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Regulatory FAQ: “Final” Agency Rules Issued After Mid-May, 2016, Might Not Be So Final

April 06, 2016 | Retirement Plans

An obscure parliamentary mechanism called the Congressional Review Act (CRA) may enable the 2017 Congress and President to overturn final regulations they don’t like...

Webinar: The Hidden Risks of Fixed Income for Endowments & Foundations

April 05, 2016 | Fixed Income

Marc Bushallow, Managing Director of Fixed Income and Nicholas Cintineo, Senior Investment Consultant, discuss the importance for Endowments & Foundations to navigate the risks that exist in today's fixed income environment in order to stay on track towards long-term goals.