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Library » June 2018 Perspective

June 05, 2018 | Market Commentary

Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » The Power of HSAs

May 24, 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. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …

Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility. At these market levels, we believe it is critical that investors avoid chasing returns …

Markets & Economy » The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a roller coaster during President Trump’s first 100 days in office. Upon inauguration, confidence hovered near its post-recession peak and continued to grow upbeat. This helped support markets, which hit all-time highs shortly following the president’s well-received Congressional …

Markets & Economy » Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent for his key pro-growth policies (e.g., …

Markets & Economy » Hillary, Donald, and Investing

September 26, 2016 | Market Commentary

The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being …

Library » An Evolving Landscape: Regulatory Impacts on Convergence Choices

November 28, 2012 | Retirement Plans

At a basic level, laws are constructed to provide order or process through rules. When a law is enacted, an increased level of certainty or clarity is therefore implied. This has not been the case with the passage of the Patient Protection and Affordable Care Act (ACA) or the Supreme Court’s …

Library » Health Care Reform

April 12, 2010 | Retirement Plans

Health care reform has become law, and its passage has lifted some of the uncertainty surrounding the health care industry. Now that we know the facts, we can focus on the specifics within the legislation to gain a better understanding of future industry changes and their various implications. …


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