"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.
On 7/4, the world's oldest continuous democracy turns 250 years old. Who could have imagined 3 centuries ago that our nation would become the largest economy, home to people from more than 100 countries and epicenter for the cutting edge technologies shaping the future?
On 7/4, the world's oldest continuous democracy turns 250 years old. Who could have imagined 3 centuries ago that our nation would become the largest economy, home to people from more than 100 countries and epicenter for the cutting edge technologies shaping the future?
That figure does not include the nearly 5 billion volunteer hours, that equates to an another $167 billion in economic value! From a close encounter I had with the Liberty Bell during my St Christopher's fourth-grade class trip, I've appreciated the tactile nature of our history.
Our team's third "act" for Global Volunteer Month was a canned-food donation to support our Milwaukee Market's Liberty Bell Canstruction project. The 1,200+ cans, along with a cash donation, will be donated to Feeding America.
We are also leaders in philanthropy, with more than $600 billion donated in 2025 alone. Much of that giving comes from individuals, not institutions: a majority of U.S. households donate, reflecting that generosity is widespread and not limited to high-net-worth families.
Rapid repositioning in technology stocks has grabbed attention lately, but more subtle developments may have longer-term implications for investors, including higher real rates. https://t.co/uCkBKwDZ7H
US equities rose Monday, with the S&P 500 snapping a five-day streak of consecutive declines as renewed confidence in the AI capex trade spurred a rally in megacap technology names. Read more in the 1% Move report. https://t.co/1cJQwzzme4
Emerging markets are increasingly differentiated, making active country and sector selection more important for diversification and returns. https://t.co/J4mGV9NcAr
Over one week, investors gained clarity on the opening of the Strait of Hormuz, new leadership at the Fed and the impact of record-high issuance. Relief is understandable, but are the issues resolved? https://t.co/S8z5HfIlXJ
US equities declined sharply on Tuesday as doubts surrounding the sustainability of the AI-driven rally spurred a global momentum unwind. Read more in the 1% Move report. https://t.co/IqLvXSVwfm
US equities retreated Wednesday as the first FOMC meeting for new Fed Chair Kevin Warsh yielded no change in the Fed Funds rate and a more hawkish shift for monetary policy. Read more in the 1% Move report: https://t.co/zlicOIObZk
US equities rallied Monday on news that the US and Iran reached an agreement to re-open the Strait of Hormuz. Read more in the 1% Move report. https://t.co/sij7ZXTRTv
US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/zlrtJ4vMz6
US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran. Read more in the 1% Move report. https://t.co/f9H5EVpNYV
AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to stay diversified and focus on quality. https://t.co/70xrdTuDNd
The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions. https://t.co/8DUXYQljUC