Economic Brief: Show of Hands

Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) explores the quarter’s main…

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Economic Brief: The Abominable No-Man

From the legacies of iconic investors to the dynamic 2023 markets, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable,…

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U.S. Coins in Jar, photo courtesy of John Appel, unsplash, https://unsplash.com/photos/NeTPASr-bmQ

Economic Brief: High Yields and Hard Lessons

Against the backdrop of rising interest rates, this quarter’s economic perspective from Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio…

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Swiftonomics. Photo courtesy of Dominic Hampton, unsplash

Economic Brief: Portfolio Theory

This quarter’s economic perspective of Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact…

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Alphabet Soup

Economic Brief: Alphabet Soup

This quarter, we feature the economic perspective of Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible…

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Closing Brief – Bailard’s View on the Economy: Everybody Act Normal

In this quarter’s closing brief Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing)…

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Closing Brief – Bailard’s View on the Economy: It Will Cost You

In this quarter’s closing brief Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing)…

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Closing Brief – Bailard’s View on the Economy: Watching the Pendulum Swing

Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) gets a little…

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US and Euro paper currency in 20 and 100 bills scattered through out the picture frame.

Closing Brief – Bailard’s View on the Economy: We Didn’t Start the Fire

Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) shares his…

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A diorama set up on a table, showing 2 bulls in a pen.

Closing Brief – Bailard’s View on the Economy: Thanks for the Meme-ories

As we tread into the new year, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact…

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