Markets & Economy » Presidential Politics and the Impact of Populism

October 26, 2016 | Market Commentary

Populism is on the rise, as evidenced by the Brexit in the UK and candidates like Donald Trump and Bernie Sanders in the US. Our new video discusses why this is happening and what it means for investors.

Presidential Politics and Your Planning

October 19, 2016 | Market Commentary

Our Family Wealth Management group discusses how a new president will affect your taxes, and how should you plan for different outcomes.

Third Quarter 2016 International Perspective

October 17, 2016 | International Markets

Movements in global equity markets were relatively subdued during most of the period, but as the September meetings of the U.S. Federal Reserve (Fed) and Bank of Japan (BoJ) drew near, moderate levels of volatility returned to financial markets.

Webinar: Where to Stash Your Cash

October 14, 2016 | Fixed Income

Marc Bushallow, Managing Director of Fixed Income, and Joseph Rulison, CEO of three+one discuss today’s environment, how it impacts your organization, and cash management strategies that may enhance income in light of these challenges.

Target Date Fund Glide Path Evaluation: What Really Matters?

October 12, 2016 | Retirement Plans

The target date fund (TDF) universe continues to expand, providing plan fiduciaries with more options to consider. This offers greater opportunity to select a suite of TDFs that closely aligns with a plan’s specific needs, but also...

Markets & Economy » The U.S. Consumer: A Potential Bright Spot

October 12, 2016 | Market Commentary

Wage growth in the U.S. is finally starting to trend upward. Could the American consumer be poised for a turnaround?

October 2016 YourShare

October 12, 2016 | Market Commentary

The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were...

October 2016 Perspective

October 10, 2016 | Market Commentary

The U.S. Federal Reserve at its September meeting once again did not raise the federal funds rate. Stronger economic data earlier in the summer increased expectations for a Fed move, but...

Markets & Economy » Monthly Market Update - October

October 10, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses our perspective on central bank policy, the US election, and the US and global economies in our October Monthly Market Update.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

What Should I Know Before Becoming a Board Member?

October 06, 2016 | Wealth Management

This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s important to...

Webinar: Threats to the Status Quo?

October 06, 2016 | Market Commentary

Slow growth and volatility have been the status quo for the past several years. Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss potential threats to this status quo, why investors should avoid overreacting to near-term noise, and the importance of having a flexible and active approach to investing.

Vantage » Research Note - October 2016

October 04, 2016 | Market Commentary

Slow growth and volatility have been the status quo throughout most of the current expansion. Our indicators suggest these features are likely to remain in place for now, but it is still important to consider what could threaten this outlook.

Vantage » Country in Focus: Brazil

October 03, 2016 | Emerging Markets

Brazil’s natural advantages are clear — a young and expanding population, a growing middle class, abundant fertile land, a modern agricultural industry, a plethora of natural resources, and beautiful beaches that are tourist magnets.

Webinar: Fiduciary Insights for Endowments & Foundations

September 30, 2016 | Investment Themes

Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best practices, as well as provides an update on recent developments in the field.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 11: Navigating New Regulations

September 26, 2016 | Retirement Plans

As an employee benefits professional, it is difficult to avoid talk about the Department of Labor's (DOL) new Conflict of Interest Rule (also called the fiduciary rule). Much of the discussion has focused on the impact to financial professionals...

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 11: Managing Litigation Risk

September 26, 2016 | Retirement Plans

The threat of a lawsuit is scary. With a new class action filing making headlines daily, many plan fiduciaries think they could be next. Unfortunately, too many fiduciaries try to pacify litigation fears by focusing on allegedly poor plan decisions cited in the headlines.

Markets & Economy » Hillary, Donald, and Investing

September 26, 2016 | Market Commentary

The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being shaped seemingly hour-by-hour through social media.

Megan Henry

Megan Henry

President, Exeter Trust Company

Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Wealth Management

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away.

BDIA FAQ: Common Questions from Municipal Treasurers

September 14, 2016 | Fixed Income

Municipal treasurers are seeing nominal returns on their deposits with banks, given recent regulations and the current low interest rate environment. Post-financial crisis regulations limit the amount of cash banks can accept therefore turning non-operating deposits into a liability.

Markets & Economy » Monthly Market Update - September

September 09, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s U.S. and global economic outlook, with updates on India, China, Brazil, and more.