Library

Ebrahim Busheri

Director of Investments

Library » Semi-Annual Outlook: Investing With Conviction

July 12, 2018 | Investment Themes

While the economy may be on firmer ground, navigating volatile financial markets will remain challenging. In our newest Semi-Annual Outlook, we provide our perspective on what to expect in the second half of 2018 and where we see opportunity. Get your copy today »

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission

July 06, 2018 | Investment Management

Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » Recent Social Security Headlines are Old News

June 27, 2018 | Planning for Retirement

An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …

Jeffrey Ingraham

Portfolio Strategist

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

June 07, 2018 | Market Commentary

  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 ( …


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