Tax and wealth management morgan Stanley’s proprietary screening

Morgan Stanley’s proprietary screening shows tax and wealth management stocks consistently breaking 50-day moving averages upward, a technical confirmation of sustained bullish pressure. By his math, that's about one acre out of every 4,000 in the country — a sliver of America's nearly 900 million acres of farmland , but still a footprint big enough to make headlines. Gates has consistently framed the purchases as professional investments, not personal empire-building. Michael Calkin is a partner and the practice lead at A&M Private Wealth Partners. He brings more than 20 years of experience in investment management, business development, and advising UHNW families. Prior to co-founding A&M Private Wealth Partners, he held senior roles at JP Morgan, Citi, and ASB Capital Management, and co-founded Washington Growth Strategies, a multi-family office. Michael holds a bachelor’s degree from Miami University (Ohio) and an MBA from George Washington University. Tech-driven tax and wealth management companies saw a 1.8% gain on Nasdaq, driven by investor bets on digital advisory platforms. Forecast models suggest robust revenue growth in Q4 as corporate tax optimization services align with surging M&A transactions.