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Markets & Economy » How Coronavirus is Changing the Way We Pay
May 21, 2020 | Investment Themes
The current pandemic and quarantine have changed the way consumers shop and make purchases. Across the country, people are stuck at home and still need to get things. They’re realizing, whether they knew it before or not, that they don’t only have to buy things in big box stores. In many …
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Financial Planning » Is Now the Time to Convert a Traditional IRA to a Roth IRA?
May 18, 2020 | Planning for Retirement
Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. The primary difference between the two is that qualified contributions to a Traditional IRA are deducted from taxable income the year made and included in taxable income when withdrawn. On the other hand, Roth …
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IndividualsFinancial Planning » Webinar: Planning Considerations for Today
May 12, 2020 | Financial Planning
Given the current environment and market volatility, uncertain times can highlight the importance of being prepared and they may also present opportunities for making important changes to your current plans. Join us to learn some financial planning strategies that you may want …
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All AudiencesMarkets & Economy » How We Think About Gold
May 07, 2020 | Market Commentary
When market volatility strikes and investors look for safety, they often turn to gold, and today is no different. Gold prices are on a run, reaching their highest level in seven years last month. The potential for negative economic growth is the primary driver of the gains, as well as a …
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All AudiencesLibrary » May 2020 Perspective
May 04, 2020 | Market Commentary
Best Month in Decades The US stock market rallied immensely in April as investors became increasingly confident that the most adverse pandemic scenarios were unlikely to play out. The S&P 500 rose 13% during the month, the best monthly gain since 1987. From the stock market peak on February 19 …
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All AudiencesInsights for Non-Profits » Webinar: The Coronavirus’ Impact on Non-Profits
May 01, 2020 | Fundraising
The Coronavirus pandemic is causing significant hardships for non-profits. We are seeing these adversities take shape in the postponement or cancellation of revenue-generating events, the lack of available volunteers (due to safety restrictions), the dip in donations as …
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All AudiencesFinancial Planning » Evolution of Financial Planning
April 30, 2020 | Financial Planning
This week marks Manning & Napier's 50th anniversary. Fifty years ago, our business was founded with unique investment strategies and a determination to always put clients first. Our guiding principles have remained the same over the last half-century, and we have continued to adapt to meet the …
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All AudiencesFinancial Planning » Your Financial Planning Questions, Answered
April 30, 2020 | Financial Planning
A sudden downturn in the markets usually gets individuals and families thinking about their personal finances. At a time like this, it’s important to make sure your financial plan is still in a place to succeed, no matter how long the volatility may last. Below, we’ve outlined some of the most …
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All AudiencesLibrary » Webinar: Financial Do's and Don'ts
April 29, 2020 | Financial Planning
Uncertainty causes us to question everything – “Am I prepared for the future?”, “Will I still be able to achieve my goals?”, “Should I change anything?”. Having a steady hand to help you through a shaky market can provide the clarity you need to feel confident about your …
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All AudiencesLibrary » Answering Your Investing FAQs
April 24, 2020 | Market Commentary
The Coronavirus (COVID-19) and its impacts are shaking up financial markets and the economy. It can be tough to keep up with all the terminology being used, and what it all means for you and your investments. Below, we answer some of the most frequently asked questions about current economic …
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