Sam Kerner, CFA Financial Advisor at Morgan Stanley

05/31/2026

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Learn more about talking to your kids about money, creating this intentional environment, and raising financially literate kids here:

morganstanley.com

05/29/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

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

05/25/2026

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their courage and sacrifice have helped preserve the freedoms we enjoy today, and their legacy continues to inspire gratitude in all of us.

Wishing you a safe and meaningful Memorial Day!

05/21/2026

Global markets are approaching the midpoint of 2026 with heightened uncertainty driven by geopolitical tensions. Oil prices—and the duration of supply disruptions stemming from the conflict in Iran—are likely to remain key factors shaping the outlook for the economy and financial markets. Learn more here:

morganstanley.com

05/19/2026

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough?

Let's talk about how we can protect your income and financial security.

morganstanley.com

05/14/2026

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets.

morganstanley.com

05/12/2026

With education costs rising, paying for college has become a major life expense that requires smart planning.

Here are five things that parents, grandparents and anyone hoping to get a leg up on education costs need to know.

morganstanley.com

05/05/2026

The rapid development and adoption of artificial intelligence have sparked both optimism and concern. While this new technological cycle promises productivity gains and economic growth, it also raises questions about job displacement, inequality and potential social disruption.

Morgan Stanley Research expects AI to ultimately boost productivity and real wages, despite some disruption along the way. So far, however, analysis of macroeconomic and sector-level indicators suggests that the impact has been modest.
Learn more here-

morganstanley.com

05/01/2026

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.

Tune in here:

morganstanley.com

04/30/2026

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. https://livesocial.seismic.com/a5S7ZA