Skip to content
  1. Contact Us
  2. Search

Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

250 Years in the Making

Investors have plenty to digest as we enter the holiday weekend, including this morning’s jobs report, the European Central Bank summit, USMCA negotiations, and an announced Palantir-Nvidia partnership. CIO Eric Freedman unpacks the data in this Weekly Five. 

  1. Did the U.S. jobs report on Thursday represent a notable downshift from the last few months’ trend?
  2. Did we learn anything new about interest rate policy from the central bank summit in Sintra, Portugal this past week?
  3. What does the announcement that the U.S.-Mexico-Canada Agreement (USMCA) will not be renewed in its current form mean for international commerce?
  4. How are markets interpreting this week’s labor data and central bank summit?
  5. The technology world is buzzing about the announced Palantir-Nvidia partnership; what are the implications for investors?

Subscribe to Invested for Weekly Updates

Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

Portfolio Research by Peter Mladina

Explore research that examines best practices for asset allocation, portfolio construction and investment selection. 

Explore Specialized Advice

Let us help you navigate wealth’s complexities.

Successful wealth management requires coordinated advice that evolves with your life and circumstances. Together, we can develop a plan for your best future.