Senior Vice President - Financial Advisor, Senior Portfolio Manager and CFP® at Morgan Stanley. For more information visit my website. NMLS #1290532
Spokane, Washington
Joined May 2014
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The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? Sarah Wolfe, Senior Economist at Morgan Stanley Wealth Management, explains. livesocial.seismic.com/tbRCQ…
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? livesocial.seismic.com/tVcDq…
When you're tied up on a call during the office photo, but your colleague has your back! #MorganStanley #teamwork #BreastCancerAwarenessMonth
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. livesocial.seismic.com/tlM50…
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. livesocial.seismic.com/t1CKq…
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. livesocial.seismic.com/tw6dh…
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: livesocial.seismic.com/tkoQf…
Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances. livesocial.seismic.com/takyu…
Really proud to be part of the Morgan Stanley delegation for the Out and Equal Workplace Summit. Here we go!
Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration. livesocial.seismic.com/tVdfj…
The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way. livesocial.seismic.com/t1BQr…
As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets. livesocial.seismic.com/tWPMX…
Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios. livesocial.seismic.com/tAy10…
Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes. livesocial.seismic.com/tBxB7…
Looking back on the beautiful view of Lake Coeur d'Alene from our mid-September Eastern Washington and Idaho Morgan Stanley Advisors Meeting. I'm still processing all the great information and can't wait to put the takeaways into practice!
Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.
livesocial.seismic.com/tpepd…
What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance. livesocial.seismic.com/t8hFZ…
Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift. livesocial.seismic.com/t1m8G…
Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can investors prepare? livesocial.seismic.com/tsIg_…
