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Library » Webinar: Top Ten Reasons International Small Cap Remains a Misunderstood and Underutilized Asset Class
June 04, 2018 | Investment Themes
We explore the historical benefits of investing in international small cap stocks and discuss why this misunderstood and underused asset class may deserve a more prominent placement in your clients' portfolios. We look at the historical risk, return and volatility of …
Financial Planning » Webinar: How to Financially Prepare for Retirement
June 01, 2018 | Planning for Retirement
When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …
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All Audiences
Financial Planning » The Power of HSAs
May 24, 2018 | Financial Planning
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. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …
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IndividualsLibrary » Avoiding the Bull Market Glide Trap: Is Your Plan’s Target Date Solution Taking Too Much Risk?
May 23, 2018 | Retirement Plans
It’s been over a decade since the Department of Labor (DOL) issued guidance on Qualified Default Investment Alternatives (QDIAs). Target date funds (TDFs) quickly became the favored QDIA choice for their ease of use and ability to help address well established participant behavioral challenges. …
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Financial Advisors
Library » Converge: Using HSAs and FSAs Can Lead to a Healthier Wallet
May 22, 2018 | Retirement Plans
While there is no shortage of strategies to consider, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are two vehicles that can help individuals pay for their medical costs. With annual health care expenses coming in at more than $10,000 per person on average, understanding …
Endowments & Foundations » Making Socially Responsible Investing Work for Endowments and Foundations
May 21, 2018 | Investment Management
Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …
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Endowments & FoundationsMarkets & Economy » The Road Ahead for Electric Vehicles
May 16, 2018 | Investment Themes
Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …
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All AudiencesLibrary » May 2018 Perspective
May 02, 2018 | Market Commentary
Treasury Yields Hit Four-Year High The 10-Year US Treasury yield rose above 3% in April for the first time since the so-called ‘Taper Tantrum’ of 2013. The measure is a key benchmark influencing borrowing costs throughout the economy and has brought rising rate concerns to the forefront of …
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All AudiencesMarkets & Economy » Five Things to Know About US-China Trade
April 30, 2018 | Market Commentary
Simmering trade tensions have captured investors’ attention in recent weeks as President Trump takes aim at what he sees as a highly problematic trade deficit between the US and China. The White House has ratcheted up pressure on the bilateral trade relationship by announcing significant …
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All AudiencesSenior Investment Consultant
Endowments & Foundations » Get the Best from Your Board
April 26, 2018 | Governance
Non-profits depend on the dedication of its board, staff, and volunteers to make their mission a reality. Without an educated, engaged board and staff, an endowment or foundation may find it difficult to articulate its long-term goals and set a path to achieve them.
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Endowments & Foundations