Pablo Gomez, CDFA, CRPC, Financial Advisor at Morgan Stanley

Pablo Gomez, CDFA, CRPC, Financial Advisor at Morgan Stanley Executive Director and Family Wealth Director at Morgan Stanley.

With a heartfelt commitment to his clients' success, he provides clear, thoughtful guidance to help them navigate life’s financial complexities and achieve their most meaningful life goals.

Most investors think their biggest risk is the market.It's not.  It's their own mind.In Part I of the Enemy in the Mirro...
05/19/2026

Most investors think their biggest risk is the market.
It's not. It's their own mind.
In Part I of the Enemy in the Mirror, I covered the emotional traps - loss aversion, panic selling, recency biases. The ones that feel like fear.
Part II is different.
These five are quieter. Cognitive, not emotional. And in my experience, harder to catch - because the feel like rational thinking.
Confirmation bias. Anchoring. The availability heuristic.
You're not being irrational. You're just being human. So am I.
The goal isn't to feel foolish. It's to name the pattern before it costs you.
Read part II here.

morganstanley.com

Over the years, one of the questions I hear most often isn't about which stock to buy or when the market will recover. I...
04/30/2026

Over the years, one of the questions I hear most often isn't about which stock to buy or when the market will recover. It's some version of: "Why did I do that?"

Check out my latest article on my website!

morganstanley.com

All-time highs feel like a ceiling, but the data suggests they've historically been a sign of ongoing strength—not an au...
04/28/2026

All-time highs feel like a ceiling, but the data suggests they've historically been a sign of ongoing strength—not an automatic "top." In an updated S&P 500 study (1950–2026), buying only on all-time-high (ATH) days outperformed buying on any random day over every horizon tested :
• 1-year forward return: Any day +11.2% vs ATH-only +14.1% (+2.9% advantage)
• 3-year forward return: Any day +37.8% vs ATH-only +46.8% (+9.0% advantage)
• 5-year forward return: Any day +68.2% vs ATH-only +75.8% (+7.6% advantage)
ATHs also aren't rare. From 1950–2026 the index was at a record high on 1,490 of 19,152 trading days (~7.8%), averaging ~19.6 ATHs per year . And the "buying the top" fear is less common than people think: after an ATH, a 10%+ correction happened about 11% of the time within 1 year, 4% within 3 years, and ~1% within 5 years .

Check out my website for more content like this! https://livesocial.seismic.com/aIxuzG

Spent the last few days at the Forbes Shook Top Advisor Summit. A great few days learning from the best and hearing from...
10/18/2025

Spent the last few days at the Forbes Shook Top Advisor Summit. A great few days learning from the best and hearing from industry leaders. So much happening in AI. Proud to represent Morgan Stanley.


As AI gains physical abilities, how will industries and markets be transformed? Join us Monday, June 30 as Morgan Stanle...
06/26/2025

As AI gains physical abilities, how will industries and markets be transformed? Join us Monday, June 30 as Morgan Stanley thought leaders discuss the rapid transition of artificial intelligence into the physical world. Register here: https://livesocial.seismic.com/a9RRE9

Merry Christmas from our family to yours!
12/25/2024

Merry Christmas from our family to yours!

What's next after the U.S. election? Morgan Stanley strategists discuss what investors can expect and why it's important...
11/13/2024

What's next after the U.S. election? Morgan Stanley strategists discuss what investors can expect and why it's important to stay focused on your long-term goals.

morganstanley.com

10/21/2024

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Sterling Ridge, TX
77380

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