LaShell Lentz CFP, Financial Advisor at Morgan Stanley

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Affordability has emerged as a central election issue, helping shape expectations for future policies. Here's what that ...
10/14/2026

Affordability has emerged as a central election issue, helping shape expectations for future policies. Here's what that could mean for areas such as tech and energy:

morganstanley.com

With Financial Planning Month here, October can be a great time to revisit your goals and priorities. Organization today...
10/08/2026

With Financial Planning Month here, October can be a great time to revisit your goals and priorities. Organization today can help create more confidence for the road ahead. Learn more below:

morganstanley.com

The market rally has been fueled by earnings growth and enthusiasm around artificial intelligence, but rising rates and ...
10/05/2026

The market rally has been fueled by earnings growth and enthusiasm around artificial intelligence, but rising rates and signs of consumer strain could create challenges ahead. Read the latest from Morgan Stanley's CIO Lisa Shalett.

morganstanley.com

Biotechnology is evolving quickly. Advances in Alzheimer's treatment, gene editing, and AI-driven drug discovery have th...
10/01/2026

Biotechnology is evolving quickly. Advances in Alzheimer's treatment, gene editing, and AI-driven drug discovery have the potential to improve productivity, expand treatment options, and open the door to new opportunities. Learn more below:

morganstanley.com

Fall can be an ideal time to revisit your financial strategy before year-end. From tax planning and charitable giving to...
09/24/2026

Fall can be an ideal time to revisit your financial strategy before year-end. From tax planning and charitable giving to investment decisions, a few thoughtful moves now may help position you for the year ahead.

morganstanley.com

Investors have plenty to digest this month, from economic data to central-bank decisions. Listen as Global Head of Fixed...
09/17/2026

Investors have plenty to digest this month, from economic data to central-bank decisions. Listen as Global Head of Fixed Income Research Andrew Sheets outlines what could drive the next bout of volatility.

morganstanley.com

Listen as Paul Walsh, Michelle Weaver and Daniel Blake discuss how thematic mapping can help investors separate true ben...
09/03/2026

Listen as Paul Walsh, Michelle Weaver and Daniel Blake discuss how thematic mapping can help investors separate true beneficiaries from market hype and identify risks hiding beneath the surface.

morganstanley.com

In the latest Stock Market Outlook from Morgan Stanley, learn more about how rising earnings expectations may support a ...
08/20/2026

In the latest Stock Market Outlook from Morgan Stanley, learn more about how rising earnings expectations may support a constructive outlook for equities through the end of 2026, despite ongoing market risks, such as Federal Reserve policy.

morganstanley.com

07/17/2026

While semiconductor euphoria has driven recent market gains, a broadening trade is brewing. Find out more in On the Markets.

morganstanley.com

Fears of AI disruption and an increase in redemption requests have shaken sentiment in parts of private credit. Here's a...
07/15/2026

Fears of AI disruption and an increase in redemption requests have shaken sentiment in parts of private credit. Here's a closer look at potential drivers of direct lending, its largest strategy.

morganstanley.com

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8215 Greenway Boulevard Ste 400
Middleton, WI
53562

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+16088294343

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