"Young" GenXr in a Boomer, Gen Y&Z world. Barefoot runner guy via PHL/NYC. NMLS#642147 Financial Advisor at Morgan Stanley. For information, visit my website.
Madison, WI
Joined May 2014
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In private equity, getting in later may actually be an advantage. Here's why secondaries are attracting attention in a slower exit market. livesocial.seismic.com/tOZtc…
US equities plunged Thursday, with the S&P 500 erasing Wednesday's post-election rally, and posting its worst day since April 2025. Read more in the 1% Move report. livesocial.seismic.com/tmxfT…
US equities rallied Wednesday, as midterm election resolution reduced uncertainty. Read more in The 1% Move report. livesocial.seismic.com/t2ScN…
What's ahead for gold? Strong central bank buying and ETF inflows are helping to offset headwinds, suggesting the precious metal could find its way higher. Find out more in this month's On the Markets. livesocial.seismic.com/tdqbJ…
Despite the dramatic swings lately, the US equity market has just made a round trip back to early August levels. So, where does that leave us? The big picture still seems good for equities. livesocial.seismic.com/tzpyM…
Structural capital gaps in housing, energy infrastructure, and business succession are creating investable pathways to long-term growth. livesocial.seismic.com/tGOe_…
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. livesocial.seismic.com/tOt5n…
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/tnbGo…
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/tPwM8…
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. livesocial.seismic.com/t_ZXG…
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/tEG-I…
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/ttZrR…
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. livesocial.seismic.com/tVXZs…
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: livesocial.seismic.com/tNJwV…
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/tzpwl…
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/t4U3v…
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/t5InU…
Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration. livesocial.seismic.com/txGHE…
