Jerry Medved, CPWA®

Managing Director, Financial Advisor at Morgan Stanley. For more information visit our website.
NMLS# 1255651

[Jerry Medved, CPWA® @JerryMMS]

When choosing a trustee, many families want both professional rigor and family insight. Learn how a corporate trustee, plus an individual or committee, can create balanced governance.
https://t.co/o3tRseOuyX

[Jerry Medved, CPWA® @JerryMMS]

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/RgoAPWA7Ts

[Jerry Medved, CPWA® @JerryMMS]

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://t.co/ArhgT2QLS7

[Jerry Medved, CPWA® @JerryMMS]

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[Jerry Medved, CPWA® @JerryMMS]

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/zWTmdb5wPY

[Jerry Medved, CPWA® @JerryMMS]

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[Jerry Medved, CPWA® @JerryMMS]

Private company founders are planning for near-term liquidity events—and building trusted networks to amplify outcomes. Unlock exclusive insights in the Founder Survey. https://t.co/Wdr3hVrVHr https://t.co/w8ibtP4THd

[Jerry Medved, CPWA® @JerryMMS]

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[Jerry Medved, CPWA® @JerryMMS]

Qualified Small Business Stock can help company founders maximize tax savings. As a Morgan Stanley Founders Specialist, I can help with strategic planning. Learn more: https://t.co/hOTIIGcxq3

[Jerry Medved, CPWA® @JerryMMS]

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/PZvBVM1zhY

[Jerry Medved, CPWA® @JerryMMS]

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report. https://t.co/kNakKcH3YN

[Jerry Medved, CPWA® @JerryMMS]

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency. https://t.co/vf5jdWHPuj

[Jerry Medved, CPWA® @JerryMMS]

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets. https://t.co/ZO2BZ2msdI

[Jerry Medved, CPWA® @JerryMMS]

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks. https://t.co/QHaX9jztdI

[Jerry Medved, CPWA® @JerryMMS]

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns. https://t.co/V7FE4g8MeD

[Jerry Medved, CPWA® @JerryMMS]

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation. https://t.co/Xa7yvBiBCU

[Jerry Medved, CPWA® @JerryMMS]

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/0lPFMPqcxJ

[Jerry Medved, CPWA® @JerryMMS]

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last. https://t.co/gW6l9oj5Ef

[Jerry Medved, CPWA® @JerryMMS]

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: https://t.co/h7R0sDVm1L

[Jerry Medved, CPWA® @JerryMMS]

US equities gained Wednesday on renewed hope of an end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/3OBiklJRoY