The Spectrum Group at Morgan Stanley

The Spectrum Group at Morgan Stanley A seasoned team of Financial Advisors at Morgan Stanley serving High-Net-Worth investors. MSSB is not responsible for content posted by third-parties.

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ividually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-spectrum-group-10824345. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. Financial Advisors
Joseph A. Fezza, CFP®
NMLS #1375317
Howard Lerner
NMLS #1375292
Kate R. DeSoto, CFP®
NMLS #1297686

09/02/2026

Our Team will be holding the September edition of The Spectrum Group's Monthly Market Update call series on Wednesday, September 16th at 4:15pm.

We would love for you to join us!

Please feel free to reach out with any questions.



CRC: 5867735

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical fac...
08/04/2026

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical factors, powered the S&P 500 to a new all-time high. Read more in the 1% Move report:

morganstanley.com

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season,...
08/03/2026

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season, spurred risk-on sentiment. Read more in the 1% Move report."

morganstanley.com

US equities advanced Thursday, as the "AI trade" rebounded and equal-weight underperformed for the first time in seven d...
07/30/2026

US equities advanced Thursday, as the "AI trade" rebounded and equal-weight underperformed for the first time in seven days. Read more in the 1% Move report:

morganstanley.com

Social Media: "US equities fell sharply on Wednesday, as takeaways from the July FOMC meeting proved more hawkish-than-e...
07/29/2026

Social Media: "US equities fell sharply on Wednesday, as takeaways from the July FOMC meeting proved more hawkish-than-expected. Read more in the 1% Move report."

morganstanley.com

US equities fell Thursday as concerns over escalating tensions in the Middle East and continued scrutiny surrounding AI ...
07/23/2026

US equities fell Thursday as concerns over escalating tensions in the Middle East and continued scrutiny surrounding AI return-on-investment weighed on risk sentiment. Read more in the 1% Move report.

morganstanley.com

US equities fell Friday as risk-off sentiment pervaded, with tech and momentum names pacing declines. Read more in the 1...
07/17/2026

US equities fell Friday as risk-off sentiment pervaded, with tech and momentum names pacing declines. Read more in the 1% Move report.

morganstanley.com

Today we celebrate America's independence and the enduring spirit of opportunity that continues to inspire generations. ...
07/04/2026

Today we celebrate America's independence and the enduring spirit of opportunity that continues to inspire generations. Wishing you a Fourth of July filled with family, friends, and meaningful memories.

US equities rose Monday, with the S&P 500 snapping a five-day streak of consecutive declines as renewed confidence in th...
06/29/2026

US equities rose Monday, with the S&P 500 snapping a five-day streak of consecutive declines as renewed confidence in the AI capex trade spurred a rally in megacap technology names. Read more in the 1% Move report.

morganstanley.com

US equities declined sharply on Tuesday as doubts surrounding the sustainability of the AI-driven rally spurred a global...
06/23/2026

US equities declined sharply on Tuesday as doubts surrounding the sustainability of the AI-driven rally spurred a global momentum unwind. Read more in the 1% Move report.

morganstanley.com

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