David S. Isaacson, CIMA®, SIMC

Institutional Consulting Director, Financial Advisor at Graystone Consulting, a business of Morgan Stanley

For more info, please visit my site.
NMLS#: 1274518

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Today, on National Wildlife Day, we're reminded of the importance of protecting the natural world and preserving biodiversity for future generations.

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

US equities staged a broad advance Thursday as recent Fedspeak yielded net dovish takeaways, spurring risk appetite. Read more in the 1% Move report. https://t.co/hf8vIsoHh3

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

After an eventful first half of the year, the outlook for private equity and private credit is driven by strong fundamentals and investors' focus on quality assets. https://t.co/0BPGe5Lt5q

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.
https://t.co/O4KuhX7Zx4

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://t.co/bo3A3L1l08

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Our market signals for stocks, bonds and alternatives in the second half of 2026 indicate growth, inflation and interest rates should settle at higher levels. https://t.co/CIY2f9oi9B

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

On Women's Equality Day, we honor the progress achieved and reaffirm our commitment to advancing equitable access to financial leadership and opportunity.

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Robotaxis are accelerating along the road to commercial viability. Auto and Shared Mobility Analysts Andrew Percoco and Tim Hsiao discuss what this rapid development means for global investors. https://t.co/lpzemipgIh

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Celebrating National Senior Citizens Day ! To the couples who turn every day into an adventure: here's to health, companionship, and the quiet rewards of thoughtful planning.

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from companies. https://t.co/hE2tgAdIjB

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

On National Financial Awareness Day, learning one financial concept today can make decisions clearer at every stage of life. https://t.co/5IsC7H3HIo

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors should favor quality as the market moves from early-cycle momentum to more disciplined, mid-cycle leadership. https://t.co/LGS295Id98

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions. https://t.co/V4oo5CbQlg

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

On this Purple Heart Day, we pay tribute to those who endured sacrifice; consider exploring resources to learn how communities can offer meaningful support. https://t.co/qBzl1T1Rj2

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical factors, powered the S&P 500 to a new all-time high. Read more in the 1% Move report: https://t.co/1gLZaUjrsW

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season, spurred risk-on sentiment. Read more in the 1% Move report." https://t.co/3rJ8D66ymc

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes—from deregulation to volatility—are shaping markets and why every cycle still takes its own path. https://t.co/wgYD9XKVhq

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Happy National Friendship Day — grateful for the trusted relationships that guide both our hikes and our financial journeys.

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Celebrating Colorado Day wishing I was among the peaks — a great reminder that clarity and perspective make planning feel more manageable.

[David S. Isaacson, CIMA®, SIMC @DavidIsaacsonMS]

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility. https://t.co/gocJIMRqxp