Northern Trust Wealth Management

An array of financial and geopolitical factors coalesced to drive volatility across asset classes this week, adding to an increasingly complex capital market backdrop. Wealth Management CIO Eric Freedman discusses our outlook and risk cases in this Weekly Five. https://lnkd.in/gZzP-KZt

While we continue to have a glass-half-full forward perspective, high correlations across asset classes and macro variables make the current environment a unique one. CIO Eric Freedman unpacks the week’s top headlines in this Weekly Five. https://lnkd.in/ghHFwWiA

What is financial services reporting telling us about the health of the U.S. consumer? Is investor reaction to Taiwan Semiconductor’s reporting a harbinger for the tech sector? And how are markets interpreting this week’s favorable inflation data? Wealth Management CIO Eric Freedman answers the week’s top investor questions. https://lnkd.in/eWpDKMQx ?utm_medium=social&utm_source=linkedin&utm_campaign=wm-insights-20260717

Family experiences can create opportunities for deeper connection across generations. In a recent Barron's article, Northern Trust's Amy Szostak shares how destination family retreats can foster meaningful conversations about values, wealth stewardship and legacy.   As Amy notes, "It's a way to connect in a neutral and healthy environment. It can neutralize any power dynamics that may be present in other places like a family home or office."   This approach can help create space for open dialogue, strengthen family connections and support thoughtful planning for the future. https://lnkd.in/ehhK3PsH

Cyber fraud is evolving — and AI is making scams more sophisticated than ever. Taking simple, proactive steps today can help better protect your accounts, personal information and financial life tomorrow. Explore 10 strategies to help reduce your risk, from strengthening authentication to creating a fraud recovery plan. Read the article: https://lnkd.in/ginbmcSg

An IPO can be a defining milestone — bringing new opportunities, greater visibility and added complexity. Founders, executives and employees should consider steps to help safeguard personal information, assets and family privacy while going public. Explore practical strategies to help protect what matters most. Read the guide. https://lnkd.in/dP6xidwp

Corporate earnings are set to take center stage as investors assess the sustainability of AI investment and the impact of promotions on consumer spending, while also evaluating what shifting stock and bond relationships may signal for portfolios ahead. CIO Eric Freedman shares his latest insights in this Weekly Five. https://lnkd.in/gpR866Nk

As the needs of wealthy families become increasingly complex, a connected approach to advice is more important than ever. In Professional Wealth Management (PWM), Pamela Lucina, Head of Family Office Solutions, discusses how families are seeking a new type of advisor who can offer a holistic view and provide a coordinated strategy — working with their estate planners, tax specialists, accountants, investment advisors and other specialists. https://lnkd.in/g2_4pHjg

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. Chief Investment Officer Eric Freedman unpacks the data in this Weekly Five.  https://lnkd.in/eWpDKMQx ?utm_medium=social&utm_source=linkedin&utm_campaign=wm-insights-20260702