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Financial Planning » Leaving a Sustainable Legacy
April 05, 2021 | Estate Planning
When it’s done right, financial planning should be about more than just getting to and living well in retirement. For most people, leaving a legacy gift is a worthwhile and very realistic goal. The future is unknowable, and the first priority for both us and our clients is well-being in good …
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IndividualsMarkets & Economy » Your Questions, Answered
February 21, 2019 | Investment Themes
2018 was far more volatile than recent years, but we continue to remain focused on monitoring risks and identifying new investing opportunities. We asked members of our Research team about some of the trends we’re seeing and got some answers to the questions we are hearing most frequently from …
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Markets & Economy » What is ESG Investing?
September 14, 2018 | Investment Themes
ESG investing—environmental, social, and governance—is becoming increasingly popular with investors. Christopher Petrosino, Managing Director of Manning & Napier’s Quantitative Strategies Group, explains why it isn’t just an investment trend and common ways ESG investing can …
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