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June 09, 2021 | Estate Planning
It’s our mission and top priority: Partnering with families during their working years, through retirement, and on to the next generation. We’re successful when you are successful in achieving your financial goals. Eventually, our relationships with individuals transition at a client’s death, …
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All AudiencesJune 07, 2021 | Retirement Plans
In recent years, many employers have frozen their defined benefit plans as 401(k) and other defined contribution plans have grown to become the primary retirement savings vehicles. Given that popularity, the structure and cost of 401(k) plans has come under greater scrutiny, resulting in an …
June 04, 2021 | Market Commentary
Executive Summary Inflation is rising, and we expect it to continue rising in the near-term We believe these above-trend price increases will be relatively short-lived as the economy works through a variety of transitory issues Long-term structural forces should continue to keep …
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All AudiencesJune 02, 2021 | Market Commentary
Watching the Inflation Curve US stock and bond market performances were relatively flat for the month of May. While it may seem like it was a quiet month in the aggregate, there were a few moments of volatility throughout the period. In mid-May, the US Consumer Price Index for April rose by its …
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All AudiencesMay 27, 2021 | Tax Planning
In the second and final session of this webinar series, our experts reviewed case studies from basic SEPs to Defined Benefit/Defined Contribution arrangements for the vast owner-only marketplace and share ways to identify opportunities in your current book of business that …
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Financial AdvisorsMay 27, 2021 | Active Management
The 2017 Tax Cuts and Jobs Act made sweeping changes to our tax laws. One of the most significant was the nearly doubling of the standard deduction, an amount the IRS allows all tax filers to deduct from their income each tax year. For the 2021 tax year, the standard deduction is $12,550 for …
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All AudiencesMay 24, 2021 | Estate Planning
Planned giving conversations are often brought up after a major life event: marriage, divorce, retirement, death in the family, etc. In some ways, the COVID-19 pandemic has been a major life event for everybody. It’s brought about significant changes in our day-to-day lives, and it’s led us all …
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All AudiencesMay 20, 2021 | Tax Planning
In the first session of this two-part webinar series, our experts discussed how you can help small and owner-only businesses utilize qualified plans to help shelter income from taxes. You can access Part Two here.
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Financial AdvisorsMay 18, 2021 | Investment Themes
At Manning & Napier, we make many of our investment decisions based on bottom-up analysis. Our research team dives deep into hundreds of different companies, evaluating their fundamentals and their suitability as an investment. What makes a good investment is constantly changing. We don’t …
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All AudiencesMay 13, 2021 | Investment Management
Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing …
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