Megan Halvorson, Financial Advisor at Morgan Stanley

10/31/2026

Halloween spirit is in the air here in Farmington! Sending a special Halloween shout-out from our Morgan Stanley office and wishing everyone a fun, safe and spooktacular day!

10/30/2026

Giving with purpose is about more than making a contribution. It's about creating a lasting legacy and engaging the next generation in the values that matter most. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Philanthropy for the Next Generation," on Monday, November 2.

This discussion will explore how families can involve rising leaders in defining philanthropic goals, setting giving priorities, and fostering meaningful conversations around impact, governance, and legacy. Whether you're establishing a new charitable strategy or refining an existing one, you'll gain practical frameworks and actionable ideas to help turn your philanthropic vision into lasting impact.

Register Here: https://livesocial.seismic.com/a8FI9D

10/28/2026

San Juan County has shown remarkable compassion and resilience in response to the recent flooding. Neighbors, first responders, volunteers and local organizations have come together to provide assistance and comfort to those facing difficult circumstances.
We are honored to support these collective efforts through sandbagging and donations of personal hygiene products and funds. Thank you to everyone who has contributed in ways large and small.
We are keeping the individuals and families affected by the flooding in our thoughts and prayers. Please continue to stay safe and support one another in the days ahead.

10/26/2026

In this episode of Exceptional Leaders, Danny Meyer, Founder and Executive Chairman of Union Square Hospitality Group, reflects on the journey from opening one restaurant to launching the global chain Shake Shack, and shares how companies can maintain their culture and core principles as they scale.

morganstanley.com

10/23/2026

Treasury yields have surged to multi-decade highs, but the move may signal stronger growth rather than renewed inflation—with opportunities in bonds and quality stocks.

morganstanley.com

10/22/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning.

brightcove.net

10/16/2026

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way.

brightcove.net

10/14/2026

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

brightcove.net

10/12/2026

Today, we commemorate Indigenous Peoples' Day by honoring the resilience, heritage, and invaluable contributions of Indigenous communities. May this day inspire continued learning, reflection, and respect for the cultures and traditions that enrich our shared history.

10/09/2026

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

brightcove.net