Celeste Despres-Sheres, CFP, Financial Advisor at Morgan Stanley

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The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? S...
10/29/2026

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? Sarah Wolfe, Senior Economist at Morgan Stanley Wealth Management, explains.

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Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy...
10/26/2026

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy. But looking ahead, how secure are household balance sheets?

brightcove.net

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering ...
10/21/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may b...
10/19/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

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The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to...
10/13/2026

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

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
10/12/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposu...
10/10/2026

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances.

brightcove.net

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentra...
10/07/2026

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration.

brightcove.net

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates cou...
10/06/2026

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

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even f...
10/05/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

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55 South Lake Avenue Suite 700
Pasadena, CA
91101

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