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Markets & Economy » What Happened and What’s Next for Fixed Income
February 13, 2018 | Market Commentary
Looking Back: An Era of “Goldilocks” The past year brought cheer across the financial markets. The world saw synchronized global growth and soft inflation readings, and with the exception of recent market gyrations, volatility persisted near historically low levels. Nothing was “too hot or too …
Library » February 2018 Perspective
February 08, 2018 | Market Commentary
The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …
Library » Market Volatility and Active Management
February 07, 2018 | Active Management
We are taking advantage of buying opportunities presented by recent volatility. We discuss in our new video.
Markets & Economy » Volatility Awakens
February 06, 2018 | Market Commentary
The Dow Jones Industrial Average (DJIA) gave up more than 1,100 points yesterday in its largest one-day point decline on record. The S&P 500 dropped 4.1% for the day, and the CBOE Volatility (VIX) Index more than doubled. The downward move in equities began early last week, and the selloff …
Library » 2018 Tax & Planning Guides
January 31, 2018 | Wealth Management
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …
Library » Converge, Volume 16: Are you falling in the “average participant” trap?
January 31, 2018 | Retirement Plans
Behavioral finance helped retirement experts understand that everyone, including participants, sometimes behave irrationally. Investment practices is one of the best examples. Most people fear loss more than they delight in gain—and as a result, they invest too conservatively even though they …
Library » Converge, Volume 16: Three Reasons Plan Sponsors are Considering CITs – or Should Be
January 31, 2018 | Retirement Plans
In a recent survey of retirement plan sponsors and advisors, Manning & Napier found 60% of employers would consider offering a Collective Investment Trust (CIT) or other alternative investment vehicle to a mutual fund if it has the same objective, but lower fees in order to reduce their …
Financial Planning » What Individuals and Business Owners Need to Know about the Tax Cuts and Jobs Act
January 29, 2018 | Wealth Management
When the formal tax reform process began during the second half of 2017 - and even back in 2016 when President Trump campaigned on the importance of tax reform - key goals were to simplify the tax code, eliminate certain unpopular taxes, reduce taxes for the middle class, and significantly reduce …
Endowments & Foundations » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Wealth Management
The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …
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InstitutionalLibrary » Fourth Quarter 2017 International Perspective
January 25, 2018 | International Markets
Quarterly Market Review Global equity markets ended 2017 on a strong note, up nearly 6% for the fourth quarter and 24% for the year. Performance was broadly positive, with both developed and emerging markets turning in strong double-digit returns for the 12-month period. Emerging market equities …