Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility.

Financial Planning » Webinar: Exclusively for Medical Professionals

May 19, 2017 | Wealth Management

We discuss estate planning techniques that can help protect your assets, your practice, and your family.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » Documentation: A Simple Step to Strengthen Fiduciary Oversight

May 19, 2017 | Investment Themes

Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to.

Vantage » Country In Focus: France

May 10, 2017 | Market Commentary

France has been in the news recently due to its contentious presidential election. Our newest Country in Focus goes beyond the headlines to examine the world’s sixth largest economy.

Markets & Economy » The Fate of Cash and the Growth of the Digital Wallet

May 08, 2017 | Investment Themes

There’s been a lot of excitement around the digital wallet. Apple Pay, Samsung Pay, Google Wallet, Visa Checkout, Masterpass, Chase Pay, PayPal, Venmo, and SnapCash have all shared in the headlines, but while the move to mobile is real, how to invest in the transition away from cash might be different than it appears.

Markets & Economy » Monthly Outlook - May

May 05, 2017 | Market Commentary

We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video.

May 2017 Perspective

May 05, 2017 | Market Commentary

Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.

Markets & Economy » The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a rollercoaster during President Trump’s first 100 days in office. We look at some of the most noteworthy events for his administration.

Financial Planning » HSAs are Poised for the Spotlight in the Trump Era

April 27, 2017 | Wealth Management

Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day mark this Saturday.

Product Spotlight: Real Estate Series

April 25, 2017 | Investment Themes

Beth Mallette, Portfolio Manager and Mike Magiera, Managing Director discuss our Real Estate Series.

Vantage » Research Note - April 2017

April 21, 2017 | Market Commentary

Sentiment has improved in recent months, but actual economic growth has not kept up. At what point should you consider portfolio adjustments? We discuss hard data vs. soft data in our Research Note.

Markets & Economy » Theresa May Calls for Snap Election

April 19, 2017 | International Markets

On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union.

First Quarter 2017 International Perspective

April 13, 2017 | International Markets

International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers.

Featured Product: Manning & Napier Fund, Inc. Strategic Income Series

April 11, 2017 | Active Management

Today’s environment has become increasingly challenging for investors that are reliant on income generation. Economic growth in the U.S. and abroad remains sluggish, valuations for both fixed income and equity securities have become less compelling, forward return expectations are relatively muted...

Markets & Economy » Monthly Outlook - April

April 05, 2017 | Market Commentary

Our monthly outlook video includes our perspective on interest rates, consumer sentiment, politics, and more.

April 2017 Perspective

April 05, 2017 | Market Commentary

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » Considerations for Balancing Investment Goals

April 04, 2017 | Investment Themes

What is your organization's investment priority? We consider the three most common objectives and how to align your investment approach.

Markets & Economy » REITs: Can the Best Performing Asset Class Maintain its Crown?

April 03, 2017 | Investment Themes

Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset class in the market over the past 15 years...

Webinar: Fiduciary Fee Reasonableness: Breaking Down Litigation Teachings

March 29, 2017 | Retirement Plans

Even with the seemingly ever-changing uncertainty around regulations, there are actionable ways to push forward. Recent 401(k) litigation has helped define fee reasonableness and provides considerable guidance to the industry, including decisions with IRA clients. We break down these cases and assess what it could mean for your practice.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Financial Planning » Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | Wealth Management

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy your day.