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Financial Planning
Annual Outlook 2022: Shocking the Status Quo
January 13, 2022 | Investing
Ebrahim Busheri, CFA Director of Investments Ebrahim Busheri is the Director of Investments at Manning & Napier. In his more than 30 year investment management career, he has served as Director of Research and as the head of various sector groups within the firm. He has also served as …
The Guide to Getting Started on Financial Wellness
December 23, 2021 | Financial Planning
There is no wrong time to start your financial wellness journey. You can decide to tackle it on a random Tuesday afternoon, the New Year, the start of a new job, or after a major life event. It doesn’t matter when you choose to, all that matters is that you’ve made a step to. Overcoming where …
12 Actionable Tips Before Year-End
December 22, 2021 | Tax Planning
With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and welcome the new year. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully …
Preparing for Pending Tax Changes
December 06, 2021 | Tax Planning
Income Taxes and the Build Back Better Act On November 19, the U.S. House of Representatives passed an updated version of the Build Back Better (BBB) Act. It will now be considered by the U.S. Senate where its fate is uncertain. If passed, the bill goes into effect on January 1, 2022 creating …
Prosper, Volume Four
December 02, 2021 | Financial Planning
It's easy to feel overwhelmed by the ever-changing world of wealth management. But no worries, that's where we come in. Prosper is an award-winning magazine designed to give you the knowledge you need to keep your financial plan on track. Feature articles include: Five Investment Themes …
Required Minimum Distributions are Back!
October 26, 2021 | Retirement
In the midst of a gloomy 2020, there were a few bright spots. One of those being the opportunity to forego your required minimum distribution (RMDs) for the year. The CARES Act enacted in March 2020 waived RMDs for most retirement accounts, including inherited IRAs, but they are back in play …
Cognitive Decline and What You Can Do
September 24, 2021 | Financial Planning
Talking to your kids about money and aging is sensitive, important, and can be difficult. These are hard conversations that also need to happen regularly, especially for parents of the ‘sandwich generation’. For this generation, many are now providing support on two sides. Nearly half of …
Keeping Tabs on Tax Changes
September 08, 2021 | Tax Planning
The tax code has been through a whirlwind these past few years. We’d forgive our readers if they have a hard time keeping it all straight. To briefly recap, the changes started at the end of 2019 with the passage of the SECURE Act, which changed a number of rules relating to IRAs and …
Avoiding Common Behavioral Mistakes
August 20, 2021 | Financial Planning
We’ve all been there. We didn’t think it through and made a poor decision with our money. Was it because of something you didn’t know in the moment, or maybe you received some poor advice? Or was it more innocent than that: Did you fall victim to a cognitive gaffe or an emotional bias? …
Webinar: Mid-Year Outlook: Guiding You Through a Market in Limbo
July 22, 2021 | Financial Planning
In this webinar, our experts discussed the roaring economic recovery, where we think markets are heading next, and how inflation can impact your portfolio, your plan, and more. You may also be interested in our Mid-Year Outlook, where Ebrahim Busheri, Director of Investments, …