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Markets & Economy » Finding Opportunity Amid Trade Turmoil
May 08, 2019 | Market Commentary
After a few months of relative calm, fears surrounding the US-China trade war surprised markets early this week. What happened President Trump sent out two tweets over the weekend that relit the trade war with China and sparked fresh investor consternation over the trade dispute. Mid-day …
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All AudiencesLibrary » Webinar: Growing Your Practice Through Opportunities with Charitable Organizations
May 08, 2019 | Investment Management
If you’re an advisor traditionally focused on high-net-worth clients, the endowment and foundation space can be a natural area for growth. With more than 1.3 million 501(c)(3) organizations in existence there are plenty of non-profits that could benefit from working with …
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Financial AdvisorsLibrary » May 2019 Perspective
May 02, 2019 | Market Commentary
New All-Time Highs If the first four months of 2019 feel like déjà vu, that’s because it just might be. Much like in 2017, a year in which US stocks rose in all twelve months for the first time in history, stocks are again on a relentless rise, posting one all-time high after another. In April, …
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All AudiencesEndowments & Foundations » Webinar: How to Make Corporate Sponsorships a Win-Win
April 29, 2019 | Fundraising
Corporate sponsorships can meaningfully help your organization reach its fundraising goals, but everybody wins when you are able to create a mutually beneficial relationship. Watch the replay to learn about this exciting case study where you will hear how Manning & Napier and …
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Endowments & FoundationsLibrary » Second Quarter 2019 International Perspective
April 24, 2019 | Market Commentary
International equities bounced back strongly in the first quarter as the sharp selling pressure experienced late last year evaporated. Although the gains internationally were not as significant as in domestic markets, foreign equities were able to pare much of their recent losses.
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All AudiencesMarkets & Economy » The Streaming Wars Have Begun
April 23, 2019 | Investment Themes
If you’ve changed the way you watch TV in the last few years, you are not alone. Not long ago, home entertainment was a game where everyone was a winner. As recently as 2011, 90% of US households had some sort of pay TV (via cable, phone company, or satellite). Cable companies raised rates …
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Financial Planning » Today’s Household CFO
April 22, 2019 | Financial Planning
When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …
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IndividualsEndowments & Foundations » 3 Tips to Help Non-Profits Secure Partnerships
April 15, 2019 | Fundraising
True partnerships between corporations and non-profit organizations are mutually beneficial. The corporation will benefit by bringing the mission of the organization to its employees through education, volunteer opportunities and the chance to make a difference, at the same time it is increasing …
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Endowments & FoundationsLibrary » Foundations, Volume Three
April 10, 2019 | Investment Themes
In our third edition of Foundations we take a closer look at a variety of topics impacting union members.
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Taft-HartleyMarkets & Economy » Waiting on Housing’s Generational Shift
April 10, 2019 | Investment Themes
Just like sunshine and chirping birds, ubiquitous For Sale signs are a sure sign of spring. More than ten years after the Great Recession, which saw home prices plummet, the housing market has certainly come a long way from the bottom. Despite significant improvement, however, home ownership …
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