Milestone Wealth Management at Morgan Stanley

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Happy Father's Day to all the incredible fathers and father figures out there!
06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

Kevin Warsh, nominated by President Trump for the next Fed Chair, recently testified before the Senate. Our Global Head ...
05/01/2026

Kevin Warsh, nominated by President Trump for the next Fed Chair, recently testified before the Senate.

Our Global Head of Fixed Income Research, Andrew Sheets, shares insights from this significant session.

Listen to the podcast to learn more.

morganstanley.com

Tax season is behind us—but the real opportunity begins now.Filing your return closes the chapter on last year, but it a...
04/17/2026

Tax season is behind us—but the real opportunity begins now.

Filing your return closes the chapter on last year, but it also opens the door to smarter, more intentional planning for the months ahead. This may be an ideal time to revisit your financial strategy: identify ways to improve tax efficiency, ensure your investments still align with your goals, and position yourself for a stronger year-end outcome.

Small, proactive moves—made throughout the year—can often have an outsized impact when it comes to managing taxes and keeping more of what you earn.

Click the link to see how you can optimize your tax planning throughout the year.

morganstanley.com

Understanding when to claim Social Security benefits involves more than just maximizing payouts. Factors such as spendin...
04/14/2026

Understanding when to claim Social Security benefits involves more than just maximizing payouts.

Factors such as spending needs, health, spousal considerations, and policy changes can significantly impact this decision.

Read the full article to learn more.

morganstanley.com

Explore the complexities of the U.S.-Iran truce and its implications for the Strait of Hormuz. Gain insights from Michae...
04/10/2026

Explore the complexities of the U.S.-Iran truce and its implications for the Strait of Hormuz.

Gain insights from Michael Zezas and Ariana Salvatore as they discuss potential scenarios in this evolving diplomatic landscape.

Listen to the podcast to learn more!

morganstanley.com

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit...
04/02/2026

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.

morganstanley.com

03/31/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/RZ7ic

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