Jason Cunningham, Financial Advisor & Portfolio Manager at Morgan Stanley

06/21/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/45dFsK7

06/18/2023

Celebrating Father's Day with my amazing kids who continue to inspire and challenge me every day. I am endlessly grateful for the joy, love and lessons they bring into my life. Happy Father's Day to all the amazing dads out there!

06/14/2023

Looking to invest beyond the S&P 500? Check out our latest market commentary for three ways to help diversify your portfolio and let's discuss.

As risks linger in U.S. markets, investors may find opportunities in Japanese equities, emerging-market stocks and commodities.

06/08/2023

The topic of Estate Planning is often overlooked but in this ever-changing world, having a estate plan is absolutely crucial.

We work hard to build our wealth, and it's essential to ensure our assets are protected and our loved ones are taken care of, no matter what the future holds. Learn more and explore other estate planning video insights from Morgan Stanley here: https://mgstn.ly/3NhoQdG

05/29/2023

Did you know today is also National 529 Day? As a proud Wharton School Alumni, I am excited to celebrate National 529 Day and share the importance of education planning. Learn more to help your loved ones achieve their education dreams! https://mgstn.ly/45yHxR8

With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.

05/25/2023

Could investing in the S&P 500 leave you less diversified than you’d like to be? Let’s discuss how to minimize this risk in your portfolio.

With a handful of mega-cap stocks now dominating the S&P 500, investors should actively work to diversify their portfolios.

05/25/2023

The battle between hackers and cybersecurity teams has extended to the world of AI. Learn how to protect yourself.

In the evolving landscape of artificial intelligence (AI), both cybersecurity teams and hackers are using AI to their advantage.

05/23/2023

US stocks fall Tuesday as debt-ceiling resolution remains elusive. Read more in The 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

05/18/2023

With the Fed signaling a pause in rate hikes, is now a good time to buy stocks? Check out the latest market commentary and let’s discuss.

A look at past Fed rate “pauses” suggests more turbulence may be in store for investors. Learn what you can do.

05/17/2023

S&P 500 rallies 1.2% on Wednesday as markets are more optimistic about a resolution to the debt ceiling. Read more in The 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

03/10/2023

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

03/09/2023

Stocks fall, bonds rally as markets await tomorrow's jobs report. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.