Economic Brief: A Little Good News
January 15, 2026
From Shaboozey to Walmart, Jon Manchester, CFA, CFP® (Chief Strategist, Wealth Management) looks at consumer sentiment and market strength amid mixed economic signals. Many years…
Economic Brief: Gold Rush
October 14, 2025
From gold to gigabytes, Jon Manchester, CFA, CFP® (Chief Strategist, Wealth Management) draws a line from California’s first gold rush to today’s race for artificial intelligence, exploring…
Economic Brief: Shadow of Doubt
July 14, 2025
Not all pauses are created equal. Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact…
Economic Brief: Tariff for Tat
April 10, 2025
Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) reflects on the start of…
Economic Brief: It Don’t Mean a Thing, If It Ain’t Got That Swing
January 15, 2025
This quarter, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) delves into the…
Economic Brief: Accounting on You
October 9, 2024
This quarter, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) takes us on a…
Economic Brief: Tyranny of the Few
July 12, 2024
Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) charismatically threads how…
Economic Brief: Show of Hands
April 11, 2024
Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) explores the quarter’s main…
Economic Brief: The Abominable No-Man
January 11, 2024
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,…
Economic Brief: High Yields and Hard Lessons
October 13, 2023
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…









