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News and Insights

News and Insights » Posts by: Jeff

The Road Ahead

THE DAY AFTER VALENTINE’S Day of 2011 started out like any other. Little did I know, upon waking, how much the events of that day would change the rest of my life.


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Posted: February 10th, 2016 @ 12:00am by Jeff

Our Perspective on Recent Volatility

Manning & Napier shed some interesting light on the recent volatility in the market. We believe our clients will benefit from the insight. 


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Posted: August 26th, 2015 @ 4:41pm by Jeff

The Financial Crisis in Greece

How should investors behave in a financial crisis? This 2 1/2 minute video will help sum this up.


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Posted: July 28th, 2015 @ 1:21pm by Jeff

If You Had a Toothache

If you had a toothache, you would go to the dentist, right? And if you were building a house, wouldn't you seek out and hire an experienced contractor?

Just as most people would never make serious medical decisions without consulting a physician, we believe you should take care of your financial health the same way you take care of your physical health, with the appropriate professionals by your side.


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Posted: June 9th, 2014 @ 2:24pm by Jeff

Practicing Retirement

Practicing retirement means continuing to work, but beginning the transitionby incorporating some of the activities you envision for retirement. In this way,physicians who are unsure about completely giving up work can experience a new phase of life and some extra leisure, while not fully committing to it.


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Posted: January 30th, 2014 @ 11:11am by Jeff
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The Social Security Challenge

When should you begin your benefits?


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Posted: March 11th, 2013 @ 12:00am by Jeff
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