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.

Financial Planning » Protecting Your Information After the Equifax Data Breach

October 10, 2017 | Market Commentary

As you have likely already heard, Equifax, one of the three large American credit agencies (along with Experian and TransUnion) was hacked earlier this year. Hackers stole the names, addresses, birth dates, and Social Security numbers of approximately 143 million people.

Markets & Economy » Monthly Outlook - October

October 09, 2017 | Market Commentary

What will quantitative tightening mean for the U.S. economy? We discuss in our new video.

October 2017 Perspective

October 09, 2017 | Market Commentary

On September 20th, the Federal Reserve announced that it will begin to shrink the size of its balance sheet as it attempts to unwind what has been an unprecedented buildup in central bank assets.

Markets & Economy » Auto Loans are Starting to Rev Up

September 28, 2017 | Market Commentary

U.S. auto debt swelled to a record high $1.2 trillion at the end of the second quarter. This is the 25th consecutive quarter of auto loan growth, with the total outstanding balance now up 70% from a post-crisis low of $700 million in 2010.

Webinar: Business Cycles & Market Status

September 28, 2017 | Market Commentary

How are current events, such as natural disasters, affecting the economy and markets? How much does the business cycle factor in? We discuss current topics of interest, as well as assess the current market backdrop and its potential impact on asset allocation decisions.

Jeff Donlon

Jeff Donlon

Managing Director, Global Strategies Group

Markets & Economy » Europe Q&A with Jeff Donlon

September 25, 2017 | Market Commentary

European markets have been under pressure in recent years. However, the tide is turning for Europe and European equities given the current economic landscape, presenting an attractive opportunity for investors. Jeff Donlon, CFA, Managing Director of Manning & Napier’s Global Strategies Group, answers a few questions to help investors better understand our outlook on Europe.

Markets & Economy » The True Cost of Higher Education

September 20, 2017 | Market Commentary

Student loan debt is a $1.3 trillion problem in the United States, and it’s showing few signs of slowing down. On average, borrowers owe a staggering 70% more upon graduation than their predecessors just a decade ago.

Endowments & Foundations » Fundraising & Finances: Helpful Hints for Endowments & Foundations

September 18, 2017 | Investment Themes

From fundraising to finances, we have non-profits covered. Our new piece suggests ways to take action on the latest economic news and giving trends.