Financial Advisor and CERTIFIED FINANCIAL PLANNER® at Morgan Stanley.
NMLS#: 1605668 CA Insurance License #: 0M79893
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Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://t.co/QW0SxCzkzt
Happy Flag Day. Today we pause to recognize the values the flag represents—service, resilience, and opportunity. Wishing you and your family a safe and meaningful day!
Artificial intelligence and evolving market conditions continue to shape the opportunity set. Alternative investments may help diversify traditional portfolios and generate income, with potential to protect against inflation. Explore the themes here. https://t.co/SQumZDGL8e
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/hgDHhBuDKd
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/sqvPQvK1l9
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/MPowfpyi1N
Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until June 9, 2026. https://t.co/TQd1NPdxrc
Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets. https://t.co/7aH7nni5dL
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/XtzxIIkwAY
Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://t.co/zt9gfQKsMi
Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit concerns and the oil price spike. Find out how to navigate through the volatile backdrop in On The Markets. https://t.co/DlVwYYk0HB
Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until April 28, 2026. https://t.co/gCN9h8lpsX
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/NSpm8iVMRu
You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2026 tax deadline. Learn more here: https://t.co/fyevj98MWF