Insights

Our May Perspective

Manning & Napier — Fri, 01 May 2026 19:32:27 GMT

What’s New

Major equity indices have quicky recovered from first quarter losses – despite little progress in resolving the conflict with Iran and the fact that the Strait of Hormuz remains effectively closed to tanker traffic. Even the oil futures market is reflecting optimism of a return to more normal conditions in the months ahead with October 2026 light crude contracts trading under $85 a barrel.

How Donor Events Can Drive Planned Giving

Manning & Napier — Wed, 22 Apr 2026 04:00:00 GMT

For non-profit development teams, donor events are familiar territory and play a consistent role in strengthening relationships. Recently, we have seen organizations find success in shifting the use of donor events as long-term strategic levers rather than primarily near-term engagement tools.

Five Ways to Spring-Clean Your Finances

Manning & Napier — Thu, 09 Apr 2026 04:00:00 GMT

Spring cleaning implies neglect – things that are left too long are finally addressed. That framing doesn’t quite fit when it comes to finances. In most cases, they are anything but neglected. They’re active, evolving, and layered with decisions made over decades.

Investment Stewardship: Two Areas Boards Should Focus On

Manning & Napier — Thu, 26 Mar 2026 04:00:00 GMT

Non-profit boards devote significant attention to overseeing budgets, programs, and strategy. Yet another responsibility deserves equal focus: the stewardship of the organization’s investment assets.

Should I Do a Roth Conversion This Year?

Manning & Napier — Tue, 24 Mar 2026 04:00:00 GMT

Roth IRAs are more than just retirement accounts; they are also a powerful tax-advantaged savings vehicle, making them a strategic tool for tax-planning. By creating a pool of assets that can grow and be distributed tax-free, Roth accounts add flexibility to how and when income is recognized. That flexibility can help manage tax brackets and Medicare premium surcharges in retirement, reduce the impact of Required Minimum Distributions, and enhance the after-tax value of assets passed to beneficiaries.

Why You Need to Stress Test Your Financial Plan

Manning & Napier — Thu, 12 Mar 2026 04:00:00 GMT

Financial success is rarely the result of a single good decision, and instead is the culmination of disciplined planning, thoughtful risk management, and the ability to adapt as circumstances change.

“A Curious Kind of Balance” for the US Labor Market

Manning & Napier — Tue, 10 Mar 2026 04:00:00 GMT

While AI and geopolitical risks dominate the market narrative, we continue to closely track a more traditional driver of the economic cycle: the labor market.

How to Stay Tax Smart in 2026

Manning & Napier — Fri, 27 Feb 2026 05:00:00 GMT

How Donor Planning Conversations Are Changing

Manning & Napier — Thu, 26 Feb 2026 05:00:00 GMT

For years, donor conversations followed a familiar rhythm. Fundraisers focused on generosity. Financial advisors focused on tax efficiency. Boards focused on totals raised.

Your Guide to the 2026 Tax Season

Manning & Napier — Mon, 23 Feb 2026 05:00:00 GMT

Tax filing reports for past events. Tax planning shapes what comes next.