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Library » First Quarter 2018 International Perspective
April 24, 2018 | International Markets
Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …
Library » Foundations
April 18, 2018 | Investment Themes
We understand the unique challenges the Taft-Hartley community faces and are committed to providing resources that help union members achieve a more meaningful and secure financial future. That’s why we created Foundations, a Taft-Hartley publication full of resources that are beneficial for you …
Financial Planning » Spending Patterns in Retirement
April 17, 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. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …
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IndividualLibrary » Managing Volatility to Help Meet Investment Goals
April 13, 2018 | Investment Themes
Global stocks have experienced extraordinary returns over the past 18 months. Business and investor optimism has been high, corporate profits have been growing, and financial conditions have supported markets. Major economies across the globe have exhibited positive growth momentum while …
Markets & Economy » Taking Stock of the Tech Turbulence
April 10, 2018 | Market Commentary
Recent news in the tech sector has been weighing on markets. An Uber self-driving car in Arizona killing a pedestrian, Facebook fighting a vicious public relations battle over user privacy and data collection, and President Trump repeatedly attacking Jeff Bezos and Amazon are just a sample of a …
Library » Strategy in Focus: Designed for Uncertain Times Webinar
April 09, 2018 | Active Management
Questioning how best to position a portfolio for later-cycle realities? We discuss our Disciplined Value - U.S. strategy and how it can help investors prepare for the uncertain times that lie ahead.
Library » April 2018 Perspective
April 04, 2018 | Market Commentary
Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …
Library » Webinar: How Much Is Active Management Worth?
March 29, 2018 | Retirement Plans
Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …
Markets & Economy » Escalating Risks of Protectionism and Tariffs
March 22, 2018 | Market Commentary
In a recent post, we discussed some of the sector implications that could result from recently enacted steel and aluminum tariffs. Here, we explore the potential second-order effects that a protectionist trade policy can have—both on the US, and on the broader global economy. For the first …
Library » Webinar: Reassessing the Cycle
March 22, 2018 | Market Commentary
The Disciplined Value Team puts recent market volatility in perspective, provides an update on the economy and equity markets, and offers their insight on what investors may encounter going forward. They also discuss company specific characteristics to look for at this point in …
Audience
Financial Advisor