Manning & Napier

After 40+ years of disinflation, falling interest rates, and rising valuation multiples, is the golden era of investing over? We’re taking a look at today’s current environment and sharing our thoughts on how we’re managing key drivers to create well-positioned portfolios, helping investors meet their objectives for the next decade and beyond. Register here for next week's webinar on this topic! ➡️ https://hubs.li/Q03hDWFY0 #freewebinar #financialprofessionals #investing #investmentmanagement

This year’s Allegheny League of Municipalities (ALOM) Conference was a great success. Manning & Napier is happy to have been a sponsor. Thank you to my colleagues Dave Immonen and Seth Truesdell for helping to address topics of the day.

Looking for thoughtful financial planning & investing insights to help make sense of these turbulent times? We're here to help! 📧 Sign up for our email list to receive expert perspectives on market trends and strategies to help you build lasting wealth. You won't hear from us more than a few times a month, so no spam – just real value. Join our community today! Sign up here ➡️ https://hubs.li/Q03hcJJJ0 #financialplanning #investing #investinginsights #financialplanningtips #wealthmanagement #volatility

Repercussions of President Trump’s tariff package continues to send shockwaves through financial markets. We’re sharing our views on what this means for the economy, inflation, and the markets going forward. https://hubs.li/Q03g-HRP0 #tariffs #marketupdate #stockmarket #bondmarket #USeconomy #inflation #volatility #riskmanagement

📣 NOW AVAILABLE On-Demand: Our Smart Retirement Strategies for High-Earning Professionals webinar! Listen now to hear ⬇️ - Strategies to consider (or avoid) in your plan for retirement - Important considerations when approaching retirement - Tips for navigating and optimizing executive compensation packages or other complex sources of income - How to catch up or maximize your retirement savings - Possible planning issues you may not be considering Watch on-demand: https://hubs.li/Q03fW-Hg0 #webinar #webinarreplay #ondemandwebinar #listennow #retirementplanning #retirement #financialplanning #401k #IRA #RothIRA

On April 3rd, we sponsored WUSF's Longest Table event in St. Petersburg. This event benefits WUSF Public Media who brings you NPR news, classical music, Health News Florida, and The Zest Podcast. It was a great event spotlighting local cuisine and celebrating the arts and public programming. Thank you to everyone who joined us on the St. Peterburg waterfront! Ryan Stiphany Susan A. Crawford Pilon, CFP® For more information visit: https://hubs.li/Q03f_Xfk0 #StPete #StPetersburgFL #WUSF #LongestTable #community #givingback

As we kick off Financial Literacy Month, we were proud to sponsor and volunteer with Junior Achievement of Central Upstate New York, Inc. during their annual Stock Market Challenge this week! Students put their investment and trading skills to the test by buying and selling simulated funds. Volunteers helped by handing out important news updates, facilitating trades, and updating students on their placement during this friendly competition. It is always a pleasure to work with the talented youth in our community! Thank you to our volunteers: Paul Battaglia Jess Kushner Sarah Turner Nicole Kingsley Brunner Jeffrey Ingraham, CFA, CAIA Samantha Larew Ella Nazzaro Sophia Krackov Kim Sitthisack Emir Erkenkalkan Alejandro Nunez Shane Degnan Lucy Qian Beth Mallette, CFA Shreya T. #financialliteracymonth #financialliteracy #stockmarketchallenge #juniorachievement #givingback #JAStockMarketChallenge #JACUNY

Tariffs are sure to dominate headlines for at least the first few weeks of April as so-called Liberation Day - today, April 2nd - is set to see the implementation of broad-based tariffs across most (if not all) of our major trading partners. Get our thoughts on what it means for markets in our April Perspective: https://hubs.li/Q03fxgJF0 #tariffs #liberationday #USeconomy #globalequties #volatility #risk #investing #Fed #FederalReserve

Choose your own adventure: retirement edition! 🧭 ➡️ Retire now or later? ➡️ Invest aggressively or conservatively in your final working years? ➡️ Take Social Security now or wait? When it comes to planning for retirement, many find themselves asking, “Is it better to do this, or that?” While there is no one-size-fits-all way to navigate decisions that impact retirement, we’re sharing insight on approaches to some common “this or that” scenarios such as deciding when to retire or take Social Security, how to manage your investments leading up to retirement, and more. 👀 Click here to read our new post, "This or That: Planning for Retirement": https://hubs.li/Q03f8Bq20 🎧 And to hear these issues discussed more in-depth, register for Wednesday's webinar on smart retirement strategies here: https://hubs.li/Q03f8wWj0 #retirementplanning #financialplanning #youneedafinancialplan #chooseyourownadventure #SocialSecurity #investing #retirement #401k #IRA #RothIRA

How does one endowment grow from $10 million to $14 million in 10 years, and another grows to $18 million? We explore how goals, spending, and asset allocation guidelines all play a role. https://hubs.li/Q03dWf0k0 #nonprofits #endowments #nonprofitcasestudies #assetallocation #fundraising