Kent C. Guernsey, Financial Advisor at Morgan Stanley

06/10/2025

01/20/2024

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

05/30/2023

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Let’s discuss.

Maximizing your Social Security retirement benefits can help you achieve your financial goals.

01/10/2023

Inflation is expected to come down in 2023, which may lead to investment opportunities in fixed income, commodities and real estate to name a few. Hear more from Chief Investment Officer Mike Wilson:

03/24/2022

We’re celebrating the economic power of women in the U.S. this Women’s History Month. Let’s talk about how you can continue to harness that power to meet your financial goals through education, goal setting and planning.

Armed with education and a plan, women can feel more confident about their financial goals and how they’ll achieve them.

02/17/2022

As the Fed continues to tighten monetary policy, we expect nominal and real yields to rise and the yield curve to re-steepen. Markets are likely to remain volatile in the near term. Learn more about what to keep an eye on:

09/20/2021

The consensus is in line with our view on the peak rate of change in growth and policy. However, there is still a lot of pushback that the typical 10%-20% correction in the S&P 500 will happen this time, says MS & Co. CIO Mike Wilson:

09/15/2021

While saving for retirement is important, so is your plan of action once you’ve retired. Consider these strategies to help you overcome five of the biggest income-related challenges and reach out to me if you would like to further discuss.

While saving for retirement is important, so is your plan of action once you enter retirement. Here are 5 post-retirement challenges to consider.

08/25/2021

Morgan Stanley Wealth Management’s Lisa Shalett explains the risks growing out of an untold story on corporate earnings: One-third of companies have either rejected giving forward guidance or given negative forward guidance, suggesting that market expectations may be unrealistic.

Discover why investors may be overlooking mixed signals on corporate earnings. See Morgan Stanley Wealth Management’s Lisa Shalett discuss the risks on Bloomberg.

08/18/2021

Are you ready for more aggressive potential Fed moves to scale back accommodation? Let's discuss some strategies to consider.

Why investors in still-vulnerable corners of the market may want to reconsider their strategy ahead of policy moves to pare stimulus.

08/11/2021

Could the coronavirus Delta variant harm economic growth? Our strategists think it's unlikely. Reach out if you would like to discuss the portfolio implications.

The recent sharp rise in new infections has reignited fears of disruption to the U.S. recovery and outlook for markets.