James Matthew Bopp, Financial Advisor at Morgan Stanley

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Roseville, CA
James Matthew Bopp, Financial Advisor at Morgan Stanley

Managing Director, Senior Portfolio Management Director, and Financial Advisor at Morgan Stanley NMLS #: 1390885
CA Insurance License #: 0F17164

10/30/2026

US equities fell sharply Friday, with the S&P 500 posting its worst day since June, as investors faced deepening anxiety over the AI trade. Read more in the 1% Move report.

morganstanley.com

10/22/2026

The S&P 500 closed lower Thursday, as investors weighed concerns on the size of the AI capital expenditure buildout. Read more in the 1% move report.

morganstanley.com

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

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.

brightcove.net

10/16/2026

US equities retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI capex buildout. Read more in the 1% Move report.

morganstanley.com

10/15/2026

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of near-term expectations for Fed policy. Read more in the 1% Move report:

morganstanley.com

10/12/2026

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

10/09/2026

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

10/08/2026

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

brightcove.net

10/07/2026

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

brightcove.net

Address

1478 Stone Point Drive, Suite 500
Roseville, CA
95661

Website

https://advisor.morganstanley.com/the-bopp-montalvo-group

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