LaShell Lentz CFP, Financial Advisor at Morgan Stanley

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Over 20 years ago, my cousin Charles Kaufman was killed in Baghdad by a roadside bomb. Time has passed, but the absence ...
05/25/2026

Over 20 years ago, my cousin Charles Kaufman was killed in Baghdad by a roadside bomb. Time has passed, but the absence doesn't fade—and Memorial Day has never felt like just another date on the calendar since.

Today is a reminder that behind every name we honor is a life, a family, and a future that was changed forever. We remember the service members who gave their lives in defense of the values and freedoms our country was founded on, and we hold space for the loved ones who continue to carry that loss.

Charles, words will never fully capture what your sacrifice means. But I can say this with certainty: you are remembered, you are missed, and you will never be forgotten.

As mental health challenges rise among boys and young men, and as traditional expectations collide with new stressors, h...
05/20/2026

As mental health challenges rise among boys and young men, and as traditional expectations collide with new stressors, how can families and communities better support them to thrive? Join the Morgan Stanley Alliance for Children's Mental Health on May 27 for a timely webinar based on a new report from The Jed Foundation (JED). Register here: https://livesocial.seismic.com/apCKEA

05/13/2026

Have markets declared "all clear" too soon? While the immediate effects may fade, the Iran war has solidified long-term trends that could weigh on markets going forward.

players.brightcove.net

05/11/2026

The shift toward renewable energy is redefining energy security by reducing reliance on global markets and strengthening system resilience.

players.brightcove.net

Innovation and policy support could more than double sales of GLP-1 medications by 2035.
05/08/2026

Innovation and policy support could more than double sales of GLP-1 medications by 2035.

morganstanley.com

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm electi...
05/06/2026

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and consumer to AI.

morganstanley.com

The war has rattled stocks and shaken expectations about the usual market "rules." Here's what investors can learn from ...
05/04/2026

The war has rattled stocks and shaken expectations about the usual market "rules." Here's what investors can learn from the episode.

morganstanley.com

AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately...
05/02/2026

AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately expanded employment over time.

morganstanley.com

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Educ...
05/01/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here.

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Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and S...
04/30/2026

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.

morganstanley.com

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8215 Greenway Boulevard Ste 400
Middleton, WI
53562

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