Milestone Wealth Management at Morgan Stanley

09/03/2026

Unsure of the role digital assets and blockchain might play in the future of investing?

We are hosting an educational session for those who want to better understand digital assets, cryptocurrency and how blockchain technology works.

After the material is covered, you'll have the opportunity to get questions answered.

Click the link to register.

Date: Thursday, September 17, 2026
Time: 12:00 PM CST
Location: Virtual via Zoom

CRC: 5823827

zoom.us

08/28/2026

Explore how AI is shaping national strategies as countries vie for technological control.

Insights from Ariana Salvatore and Stephen Byrd delve into the race for AI sovereignty and its potential impact on investors.

Read the full article to learn more.

morganstanley.com

08/12/2026

Honored to be recognized on the 2026 Forbes Best-in-State Next-Gen Wealth Advisors list.

This recognition reflects the trust our clients place in us and the continued support of our incredible team.

I'm grateful for the opportunity to help individuals and families pursue their financial goals and look forward to continuing to serve our clients with dedication and purpose.

2026 Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2026) Data compiled by SHOOK Research LLC based on time period from 3/31/25–3/31/26.
https://www.morganstanley.com/disclosures/awards-disclosure/

07/31/2026

Donor-advised funds, with over $300 billion in charitable assets in the U.S., present a significant opportunity for expanding impact investing.

By bridging the gap between sustainable investing and philanthropic capital, these funds can potentially increase support for mission-driven startups.

Read the full article to learn more.

morganstanley.com

07/24/2026

In "Watch Out for a Fed Pause," Morgan Stanley Research explores the potential for the Federal Reserve to maintain current interest rates throughout 2026, as inflation moderates.

This scenario could bolster Treasuries and high-quality fixed income, offering opportunities for investors.

Read the full article to learn more.

morganstanley.com

07/17/2026

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:

brightcove.net

07/14/2026

Explore how AI, geopolitics, and shifting capital flows are shaping new investment opportunities in Morgan Stanley's latest insights.

Discover how these factors may influence markets and asset classes, offering potential avenues for growth beyond the tech sector.

Read the full article to learn more.

morganstanley.com

07/10/2026

Investor interest in the space economy is on the rise, fueled by NASA's Artemis program, increased defense spending, and private sector innovation.

This growth spans various industries, from raw materials to satellite services, as space becomes more commercialized.

Read the full article to learn more.

morganstanley.com

07/04/2026

As we celebrate Independence Day and America's 250th anniversary, we're reminded of the values that have shaped our nation—freedom, opportunity, and resilience.

It's a meaningful time to reflect on our shared history, honor those who came before us, and look ahead with gratitude and optimism.

Wishing you and your loved ones a safe, happy, and memorable Fourth of July.

06/26/2026

Explore insights from our Global Head of Macro Strategy, Matthew Hornbach, and Chief U.S. Economist, Michael Gapen, as they discuss the potential signals investors might look for from the new Fed Chair's inaugural monetary policy meeting.

Listen to the Podcast to Learn More.

morganstanley.com