State of the Markets: An Economic Event for Clients and Friends

Mosaic / Aug 8, 2017 / Mosaic News

The global economy has become increasingly intertwined, through monetary policies, trade agreements, and geopolitics. What does this mean for American investors? 

Mosaic Event - State of the Markets - 8.10.17 - Bright gate Illustration.png

On August 10th, join us to hear Jeffrey Kleintop, CFA, give an in-depth analysis, and discuss significant trends and events in the global markets.


About Jeffrey Kleintop, CFA, Chief Global Investment Strategist for Charles Schwab & Co. Inc.

Kleintop provides research, commentary, and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts and in-person events. Kleintop is frequently cited in a range of national media outlets, including The Wall Street Journal, The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news networks including CNBC, Bloomberg, Fox Business News, PBS, and ABC News. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the annual conference of the Financial Planning Association. 


Kleintops most recent presentations have included the following topics:

  • Status of Economic Growth & Inflation
  • Earnings & Tax Policy
  • Interest Rates & Central Bank Policies
  • Trade, Geopolitics and Protectionism
  • Global Market Performance and Investment Opportunities


Heres a recent article featuring Kleintops commentary on factors leading to recent stock market gains, as presented to the InvestmentNews Retirement Income Summit in Chicago.

This is an event for clients and friends of the firm - and our loyal blog subscribers are of course welcome. Space is limited, so please RSVP today:


State of the Markets

Thursday, August 10, at 6:00 pm
At San Francisco's Olympic Club


Topics: Mosaic News