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.

Markets & Economy » The Consumer Debt Burden [Infographic]

September 14, 2017 | Market Commentary

U.S. household debt has surpassed previous peak credit bubble levels. Check out our new infographic on proliferating consumer debt.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 15: Fiduciaries: “Can someone just tell me what to do?”

September 13, 2017 | Retirement Plans

Eight of ten employers say they’re concerned about an increase in fiduciary litigation. And more than a quarter listed fiduciary liability and litigation as their top 401(k) concern. Who can blame a fiduciary for thinking, "Can someone just tell me what I have to do?"

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 15: 3 Ways Participants are Driving a New Era of Menu Design

September 13, 2017 | Retirement Plans

The industry has put immense effort into introducing new participants to retirement education and help preparing resources to assist in participants’ long-term needs. While the effort on behalf of those participants can and should continue to be a large focus, there needs to be an additional layer of planning, preparation, and servicing to those participants who are near or at retirement with a shorter time horizon, and full of diverse needs.

Markets & Economy » Economic Recovery from a Natural Disaster

September 12, 2017 | Market Commentary

With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this blog, we explore the economic effects of natural disasters.

Markets & Economy » Monthly Outlook - September

September 11, 2017 | Market Commentary

Our Monthly Outlook Update provides our perspective on North Korea, the Whole Foods/Amazon deal, fixed income, and more.

September 2017 Perspective

September 07, 2017 | Market Commentary

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility eventually returns.

Webinar: Europe has Reached an Inflection Point

August 31, 2017 | Investment Themes

In recent years, European equity markets have lagged their U.S. counterparts due to a variety of factors. We believe, however, that the tide is turning. In this webinar, we examine the market dynamics as well as the economic and political conditions which inform our increasingly-positive view on investing in Europe.

Vantage » Research Note: Watching for Late Cycle Warning Signs

August 15, 2017 | Market Commentary

Our top-down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent.

Colby Feane

Colby Feane

Portfolio Strategist

Markets & Economy » The Benefits of Investing in REITs

August 14, 2017 | Investment Themes

Real Estate is a unique asset class that provides a balanced mix of total return and diversification benefits to a broader portfolio.