Manning & Napier
Market insights and commentary from Manning & Napier.
United States4 articlesLast published 15 Jun 2026
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Manning & NapierIndustry
Trump Accounts Explained: What You Need to Know
Manning Napier explains the new Section 530A "Trump Account" savings vehicle introduced under the One Big Beautiful Bill Act of 2025, covering contribution rules, eligibility for the $1,000 government seed, and key structural features. The piece also compares Trump Accounts to 529 plans and outlines planning considerations - including gift tax ambiguity, full child access at age 18, and the traditional IRA tax treatment - to help families decide whether personal contributions make sense.
15 Jun 2026
Manning & NapierIndustry
Why Savers Struggle to Spend (And What to Do About It)
The article explores the psychological barriers that prevent disciplined savers from spending in retirement, arguing that the same habits that built wealth often obstruct its enjoyment. It positions a well-constructed financial plan as a "permission structure" that gives retirees the confidence to align spending with personal values and life goals.
3 Jun 2026
Manning & NapierEquities
Our June Perspective
Manning Napier's monthly market perspective reviews the strong Q1 2026 S&P 500 earnings season (driven by AI-linked Technology and Communications sectors), balanced against rising inflation concerns, geopolitical risks from the US-Iran conflict, and energy price volatility. The piece cautions against complacency given elevated valuations and bullish sentiment, and advises investors to stress-test portfolio risk ahead of potential equity drawdowns.
3 Jun 2026
Manning & NapierMulti-Asset
Retiring Soon? What the Numbers Won’t Tell You
This piece from Manning Napier addresses the psychological and behavioural dimensions of transitioning into retirement, focusing on identity shifts, the emotional challenge of moving from wealth accumulation to decumulation, and the importance of purpose beyond financial planning. It uses client anecdotes to illustrate how retirees can build confidence in their spending plans and advocates for a gradual, tested approach to retirement rather than a single abrupt transition.
8 May 2026