Gerald Simmons, Financial Advisor at Morgan Stanley

09/01/2026

As artificial intelligence adoption accelerates, companies are assessing how boards and executives oversee its risks and opportunities. A Morgan Stanley Institute for Sustainable Investing analysis explores how corporate leaders are building governance structures to support responsible AI use.

morganstanley.com

08/13/2026

Where could bitcoin go from here? Explore a framework our strategists use to think about potential long-term returns. https://livesocial.seismic.com/aybNx4

08/11/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/apmhZ4

07/29/2026

My colleagues at Morgan Stanley ran these two scenarios to show what happens when time, employer matching contributions, and consistent monthly deposits work together over decades.

Scenario 2 contributes 67% more per month but starts 23 years later.

Scenario 1 ends up with nearly 2.5x more at retirement solely due to the compounding effects of time.

The bottom line? Starting early with what you can manage often matters more than waiting until you can contribute more.

07/28/2026

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch. https://livesocial.seismic.com/aJq3ar

07/23/2026

Software's valuation reset is tightening private market exits and refinancing, reshaping risk across private equity and credit.

brightcove.net

07/21/2026

While AI's infrastructure buildout is reshaping local economies, resource constraints and community acceptance may determine the pace of adoption.

brightcove.net

04/01/2026

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career & Elevating your Elevator Pitch" session on April 6, where our panel of experts will share their career stories, pivotal moments and the values—like purpose, adaptability, and integrity—that have shaped their success. You'll also learn how to craft a compelling elevator pitch, helping you articulate your unique value and advance your career with confidence. https://livesocial.seismic.com/aH-0PO

02/23/2026

Two gold medals in one week!

USA Women's Hockey — Gold.
USA Men's Hockey — Gold.

Two teams at the absolute peak of their performance when it mattered most.

It got me thinking… Is your portfolio performing at its peak when it matters to you the most?

Championship results don't happen by accident — they come from preparation, discipline, and a strategy built for the moment. Your financial plan, insurance policies and investments deserve the same level of attention.

If you're wondering whether your investments are positioned to win in today's market, let's connect. A quick conversation can go a long way.

https://livesocial.seismic.com/a1d0v2

02/16/2026

On Presidents' Day, we honor the great leaders who have shaped our nation.

Have a happy holiday and thank you for your ongoing support and confidence.