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Financial Planning » Spending Patterns in Retirement
April 17, 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. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …
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Individual
Financial Planning » Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Wealth Management
The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …
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IndividualLibrary » 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, …
Financial Planning » Prosper
December 12, 2017 | Wealth Management
We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
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IndividualLibrary » April 2015 Update
April 01, 2015 | Market Commentary
Market Forces What’s Driving Markets? Depending on who you ask, you are likely to get a variety of answers as to what moved financial markets during the first quarter of 2015. One person might answer that it was oil prices; another might answer that it was the U.S. dollar; a third might answer …
Library » January 2015 Update
January 06, 2015 | Market Commentary
Market Forces Oil Prices Fall The “Beverly Hillbillies” was a sitcom that ran on CBS from September of 1962 thru March of 1971. During its run in the 1960s, gas prices were less than $0.50 per gallon, the typical motor vehicle averaged about 12 miles per gallon, and nearly everyone could recite …
Library » October 2014 Update
October 09, 2014 | Market Commentary
Market Forces Fundamentals Trump Semantics Unless otherwise noted, all figures are based in USD. Prior to the Federal Open Market Committee (FOMC) meeting in September, a great deal of time and energy went into the debate as to whether the FOMC would continue to include the phrase “ …
Library » July 2014 Update
July 07, 2014 | Market Commentary
Market Forces The Calm Before the Storm Many are familiar with the phrase “the calm before the storm.” It refers to that eerie period when the air suddenly goes still, the birds stop singing, and even the insects seem to disappear. Intuitively, most people are attuned to it because more …
Library » April 2014 Update
April 01, 2014 | Market Commentary
Market Forces Rolling With the Punches During the first quarter of 2014, the equity markets were rather resilient. It is not as if market participants expected trials and tribulations, especially after their stellar performance in 2013. Nonetheless, the markets were able to withstand and …
Library » January 2014 Update
January 06, 2014 | Market Commentary
Market Forces Financial Markets Look Forward The explosion of media that bombards us in real time has become staggering. We now live in a world of continuous updates on what is happening, where it is happening, and to whom. Unfortunately, the vast majority of what is being reported falls into …
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