Manning & Napier

We wrapped up our 2024 Client Reception Series with a stop in Bristol, VA and a lunch in Rochester. Thanks to all who attended a reception this year, as well as our fantastic internal team that contributed to making these events a success! Next up: We will see you in Florida in 2025! ☀️ Save the dates and register here: https://hubs.li/Q02W22Hx0

After two years of disinflationary pressures, three trends are influencing a shift to reflationary ones. Discover what they are and what it means for future risk-reward profiles. https://hubs.li/Q02T-MFW0 #inflation #centralbanks #economicinsights #China #geopolitics #financialprofessionals

We are excited to be part of the Rochester Business Journal's webinar later this week! Douglas Hilfiker will be joining two other panelists on Thursday, October 24th at 10 am to discuss the latest issues to be aware of as you plan for retirement and manage your investments. Register here: https://hubs.li/Q02T-_CZ0

In presidential election years like this one, clients are often curious about the possible impact on their investments. While the outcome of Decision 2024 is unknowable at this point, history has some clear lessons about market moves in election years. https://hubs.li/Q02SQ5h60 #USelection #Decision2024 #KamalaHarris #DonaldTrump #marketvolatility #politics

Our very own Gerald Gugger, CFA moderated yesterday's CFA Society Rochester luncheon on Local Government's Role in Business Development. It was an informative discussion with the local official panelists, and it's always a pleasure to see friends and industry peers. #CFASociety #professionaldevelopment #networking #localgovernment #businessdevelopment #ROC #investmentindustry

We had a fabulous time seeing some of our Pittsburgh-area clients at the Senator John Heinz History Center. Thanks to all who joined us for this year's client reception!

Medicare open enrollment starts today, October 15th, and runs through December 7th. If you haven't already, begin reviewing your current plan and coverage to see if you need to make any changes. And remember, navigating Medicare and making modifications can be a challenge, so we recommend talking with a Medicare expert before making a change. https://hubs.li/Q02SPZcd0 #Medicare #openenrollment #healthcare #seniors #retirementplanning

Is your retirement secure against the unpredictability of the markets? 📉 As the economy shifts, geopolitical tensions rise, and policy changes all evolve, discover how a strategic financial plan and other tools can protect your wealth. https://hubs.li/Q02SMXyM0 #marketvolatility #retirementsavings #retirement #retirementsecurity #financialplanning

Did you miss last week's webinar on alternative investments? We covered the following... 💡What alternative investments are 💡The characteristics of these asset classes 💡How they compare to traditional asset classes 💡Potential benefits, risks, and trade-offs of investing in alternatives 💡And more The replay now available here ➡️ https://hubs.li/Q02SpW_d0

Please give a warm welcome to our newest Financial Consultant, Zachary Pipoly, WMS™, AAMS™, CRPC™, who joins us in Columbus, Ohio! For Zach, the best part of his role is helping people navigate their unique financial challenges and opportunities. In his words, "It’s incredibly rewarding to be part of someone’s journey toward achieving their goals, and I’m looking forward to building strong relationships." When it comes to sports, you can find him cheering for Ohio and Pittsburgh sport teams. Outside of work Zach enjoys spending time outdoors, being active through fitness competitions, writing music, and playing guitar. But his favorite pastime is quality time with his wife, Madeline, and their dog, Aggie. Welcome to the team, Zach! 🐕⚾🏈🎸🎼 #newhirespotlight #welcometotheteam