Trevor Fennelly, Financial Advisor at Morgan Stanley

06/15/2026

Leading a global airline isn't just about overseeing complex operations in an environment of near-constant volatility – it means having a vision. "If you can inspire 120,000 people with a vision, you can accomplish a whole lot more than if you're going through a checklist every day," - United Airlines CEO Scott Kirby.

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06/05/2026

For investors, IPOs can offer early access to innovative companies, but they come with risks. Here's what to know about investing in companies that are going public.

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06/02/2026

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI's impact remain stronger than many investors appreciate.

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05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/aZ0E3C

05/26/2026

Growing consumer adoption of wearable devices and voluntary lab tests could reduce spending on preventable diseases and influence a wide range of industries, from healthcare to food retail.

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05/21/2026

AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.

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05/14/2026

Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran conflict.

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05/01/2026

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm here to help. Reach out to discuss key considerations and read our full article for best practices to keep in mind.

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04/27/2026

The market for weight-loss drugs continues to expand faster than expected, providing a meaningful boost to select biopharma companies while creating varied implications across consumer sectors.

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04/24/2026

Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shifts—are beating benchmarks as their intersections accelerate market impact.

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