Gunnar Thowsen, Financial Advisor at Morgan Stanley

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11/02/2026

Hot take: Not every company talking about AI will create value from it.

The more interesting question for investors is: Who is moving beyond experimentation and actually embedding AI into the way they operate?

This Morgan Stanley Wealth Management perspective reveals what separates AI adoption from AI implementation, and where investors may want to look for evidence that the technology is driving real business impact. https://livesocial.seismic.com/EDJ3o

Tech founders don't always have a cash flow problem. Sometimes they have a concentration problem.In this episode of What...
11/02/2026

Tech founders don't always have a cash flow problem. Sometimes they have a concentration problem.

In this episode of What Should I Do With My Money?, founder Kelsey Falter shares how a concentrated stock position created both opportunity and complexity as she looked to fund her next AI venture and plan for her daughter's future.

Morgan Stanley's HOPES framework can help investors who are navigating a concentrated stock position. Listen to the full episode to explore how HOPES is used to evaluate potential paths forward.
https://livesocial.seismic.com/aRXDUN

US equities fell sharply Friday, with the S&P 500 posting its worst day since June, as investors faced deepening anxiety...
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

10/30/2026

One of the most common planning challenges isn't deciding whether a goal is important.

It's deciding how to prepare for it.

Money needed in the near term may have different priorities than money intended for retirement or other long-term goals.

That's where understanding the difference between saving and investing becomes important.

I'm sharing a simple breakdown of where each approach may fit. https://livesocial.seismic.com/lwsOs

10/29/2026

A question I'm getting more frequently from clients: "What could the midterm elections mean for my investments?"

The answer is more nuanced than the headlines suggest, and that's where trusted advice matters.

Our Morgan Stanley Wealth Management perspective cuts through the election noise to identify the signals investors should be watching, the potential implications for key sectors, and the market forces likely to matter more than politics alone.
https://livesocial.seismic.com/_HsiQ

Giving with purpose is about more than making a contribution. It's about creating a lasting legacy and engaging the next...
10/28/2026

Giving with purpose is about more than making a contribution. It's about creating a lasting legacy and engaging the next generation in the values that matter most. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Philanthropy for the Next Generation," on Monday, November 2.

This discussion will explore how families can involve rising leaders in defining philanthropic goals, setting giving priorities, and fostering meaningful conversations around impact, governance, and legacy. Whether you're establishing a new charitable strategy or refining an existing one, you'll gain practical frameworks and actionable ideas to help turn your philanthropic vision into lasting impact.

Register Here: https://livesocial.seismic.com/a0n-xC

10/27/2026

Many institutional investors have long allocated to private equity. What factors should individual investors understand when evaluating the asset class?

Watch the latest episode of The Alts Report to hear how asset managers seek value creation, the trends attracting private capital, and the potential role of private equity in portfolio construction.

Brian Holzer, Head of Alternative Investments at Morgan Stanley Wealth Management, sits down with Viral Patel, CEO and Board Member of BXPE at Blackstone.

For more insights: https://livesocial.seismic.com/FxGEv

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 ...
10/26/2026

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...
10/23/2026

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

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16644 West Bernardo Drive, Suite 400
San Diego, CA
92127

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