Brett A. Leonard

Financial Advisor at Morgan Stanley. For more information, please visit my website. NMLS#: 1288259

[Brett A. Leonard @BrettALeonardMS]

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://t.co/lGXTX0mVqh

[Brett A. Leonard @BrettALeonardMS]

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help. https://t.co/hWpBO2zLqA

[Brett A. Leonard @BrettALeonardMS]

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough? Let's talk about how we can protect your income and financial security. https://t.co/D0b1KA92gO

[Brett A. Leonard @BrettALeonardMS]

The investment landscape is often influenced by multi-year shifts in technology, demographics, and the global economy, not just near-term headlines. The attached article offers context on how major themes are showing up across global markets.

https://t.co/GksLO1yTXB

[Brett A. Leonard @BrettALeonardMS]

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://t.co/SMryqLYQ1Z https://t.co/xIGVwkOuTK

[Brett A. Leonard @BrettALeonardMS]

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://t.co/68H3h76k0H

[Brett A. Leonard @BrettALeonardMS]

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://t.co/qHlDdvg6xe

[Brett A. Leonard @BrettALeonardMS]

Regulatory changes can ripple beyond bank balance sheets, shaping how capital is allocated across the economy. The attached article outlines key considerations around proposed reforms and what they may signal for financial conditions into 2026.

https://t.co/IHLo0wOz2v

[Brett A. Leonard @BrettALeonardMS]

Cryptocurrency can be a dynamic investment opportunity, but it does come with risks. Here's what you should know. https://t.co/Lx1B6HtLz3

[Brett A. Leonard @BrettALeonardMS]

Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors.
https://t.co/4vx6r4T9an https://t.co/zIelfGpEfV

[Brett A. Leonard @BrettALeonardMS]

AI spending headlines are easy to come by, but proof of AI profits is harder. What does it mean for markets and your portfolio? https://t.co/P8mwIglUTc

[Brett A. Leonard @BrettALeonardMS]

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.
https://t.co/akFCLyTivZ

[Brett A. Leonard @BrettALeonardMS]

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://t.co/70BjvH9AuF

[Brett A. Leonard @BrettALeonardMS]

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts are influencing global markets. https://t.co/nEFNZnRlOG

[Brett A. Leonard @BrettALeonardMS]

US equities fell Thursday over deepening concerns over AI tech disruption and return on AI investments. Read more in the 1% Move report. https://t.co/KfWlng2M6v

[Brett A. Leonard @BrettALeonardMS]

US equities rebounded Friday on dip buying and improved consumer sentiment. Read more in the 1% Move report. https://t.co/evdkPA8oJo

[Brett A. Leonard @BrettALeonardMS]

US equities fell on software-led weakness and weaker labor data. Read more in the 1% Move report. https://t.co/XTihyhzxsy

[Brett A. Leonard @BrettALeonardMS]

US equities rebounded Wednesday as geopolitical tensions eased. Read more in the 1% Move report. https://t.co/N0kOBMqJ7l

[Brett A. Leonard @BrettALeonardMS]

US equities fell Tuesday as tariff concerns returned. Read more in the 1% Move report. https://t.co/zKdpac8ecd

[Brett A. Leonard @BrettALeonardMS]

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team shares timely insight here: https://t.co/N9ZS9XBEJY