Library

Markets & Economy » China Hit with $50 Billion in Tariffs

June 15, 2018 | Market Commentary

In March, President Trump announced worldwide steel and aluminum tariffs, while simultaneously granting temporary exemptions to Canada, Mexico, and the EU as negotiations were being pursued to address the administration’s concerns about the steel and aluminum industries. The deadline for those …

Jeffrey Ingraham, CFA®

Portfolio Strategist

Markets & Economy » Why International Small Cap is an Underutilized and Misunderstood Asset Class

June 07, 2018 | International Markets

  Portfolio Strategist, Jeffrey Ingraham, CFA, shares his thoughts on why international small cap is a misunderstood and underutilized asset class. Download our Product Spotlight to learn more about Manning & Napier’s opportunistic solution. Manning & Napier Advisors, LLC ( …

Library » June 2018 Perspective

June 05, 2018 | Market Commentary

Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …

Library » Webinar: Top Ten Reasons International Small Cap Remains a Misunderstood and Underutilized Asset Class

June 04, 2018 | Investment Themes

We explore the historical benefits of investing in international small cap stocks and discuss why this misunderstood and underused asset class may deserve a more prominent placement in your clients' portfolios. We look at the historical risk, return and volatility of …

Financial Planning » Webinar: How to Financially Prepare for Retirement

June 01, 2018 | Wealth Management

  When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » The Power of HSAs

May 24, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …

Library » Avoiding the Bull Market Glide Trap: Is Your Plan’s Target Date Solution Taking Too Much Risk?

May 23, 2018 | Retirement Plans

It’s been over a decade since the Department of Labor (DOL) issued guidance on Qualified Default Investment Alternatives (QDIAs). Target date funds (TDFs) quickly became the favored QDIA choice for their ease of use and ability to help address well established participant behavioral challenges. …

Shelby George

Senior Vice President, Advisor Services

Library » Converge: Using HSAs and FSAs Can Lead to a Healthier Wallet

May 22, 2018 | Retirement Plans

While there is no shortage of strategies to consider, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are two vehicles that can help individuals pay for their medical costs. With annual health care expenses coming in at more than $10,000 per person on average, understanding …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » Making Socially Responsible Investing Work for Endowments and Foundations

May 21, 2018 | Investment Themes

Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …


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