Janet Shepherd, Financial Advisor at Morgan Stanley

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Janet Shepherd, Financial Advisor at Morgan Stanley CPWA®, Vice President, Global Sports and Entertainment Director, Financial Advisor, Financial Planning Specialist at Morgan Stanley

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
10/13/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.
10/12/2026

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.

brightcove.net

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even f...
10/09/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

morganstanley.com

Today, on World Financial Planning Day, we recognize the power of having a clear financial roadmap. Financial planning i...
10/07/2026

Today, on World Financial Planning Day, we recognize the power of having a clear financial roadmap. Financial planning isn't just about investing, it's about aligning your finances with your goals, preparing for life's milestones, and building confidence in the future. Start today, your future self will thank you.

morganstanley.com

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.
10/06/2026

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.

brightcove.net

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next...
10/02/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/aFt8bB

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.
09/29/2026

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.

brightcove.net

One Federal Reserve rate is hitting households, housing, and small businesses unevenly, reshaping growth and market sign...
09/28/2026

One Federal Reserve rate is hitting households, housing, and small businesses unevenly, reshaping growth and market signals.

brightcove.net

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may mat...
09/24/2026

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.

morganstanley.com

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
09/22/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

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