Helen M Newsome, QPFC Financial Advisor at Morgan Stanley

07/17/2026

Happy AI Appreciation Day!

The future of wealth management isn’t about choosing between tradition and technology—it’s about combining both.

AI is transforming how we analyze information and serve clients, but trust, relationships, and sound judgment remain at the heart of great financial advice.

I’m excited to embrace innovation while staying committed to helping clients make confident financial decisions with a personalized, human approach.

The future is AI-powered, but always people-centered.

01/29/2026

2026 is set to bring big policy shifts that could affect markets—and your portfolio. Here are seven trends our strategists are watching.

morganstanley.com

01/27/2026

Have small-cap stocks gone from one extreme to the other? They have been outperforming the broad market recently, but the small-cap trade could ultimately disappoint.

brightcove.net

01/26/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/amzH76

01/23/2026

As we enter 2026, one thing is clear: Policy continues to drive markets more than ever before. Anticipated policy actions this year span political, economic, and regulatory domains, highlighting the interconnectedness of policy and market dynamics.

brightcove.net

01/20/2026

How do the U.S. and China stack up in the race for AI dominance? And where can investors find opportunities? Learn more here:

morganstanley.com

01/16/2026

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

01/13/2026

Delta women from across took a few moments to fellowship and recognize the founding of Delta Sigma Theta Sorority, Incorporated on January 13,1913. The same values of sisterhood, scholarship, service and social action that guide our work in Delta are reflected in the impact we bring to the firm. The leadership of Delta women continue to strengthen Morgan Stanley and our communities.

01/01/2026

Wishing everyone a happy and healthy New Year!

12/26/2025

Wishing everyone a joyful Kwanzaa!