The Fister Group at Morgan Stanley

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sult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

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08/22/2026

From his early days in the NFL to life beyond the game, NFL Pro Hall of Famer Larry Fitzgerald Jr. knows what it takes to build a successful career and the team to support it. Larry shares his lessons on planning, discipline and legacy, and how you can use them to build your future. If you're thinking about your next steps, let's talk.

The bull market isn't over—it's evolving. In this Thoughts on the Market episode, Mike Wilson explains why a mid-cycle m...
08/11/2026

The bull market isn't over—it's evolving. In this Thoughts on the Market episode, Mike Wilson explains why a mid-cycle market may reward quality, earnings durability and capital discipline. Worth a listen for investors watching what leads next.

morganstanley.com

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may...
07/10/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/aSFOU4

Happy Fourth of July!May your day be filled with sunshine, good conversations, great food, and an evening spent watching...
07/04/2026

Happy Fourth of July!

May your day be filled with sunshine, good conversations, great food, and an evening spent watching fireworks with the people who matter most. Wishing everyone a safe and enjoyable holiday.

I'm excited to share that my brother, Morgan , has been recognized by Barron's as one of its Top 1,500 Financial Advisor...
04/23/2026

I'm excited to share that my brother, Morgan , has been recognized by Barron's as one of its Top 1,500 Financial Advisors by State for 2026 and by Forbes as one of its Best-In-State Top Wealth Advisors for 2026. These recognitions reflect Morgan's continued commitment to delivering thoughtful guidance, strong client service, and meaningful results. Please join me in congratulating Morgan on these well-deserved recognitions.

Disclosures:
[Source: Barron's (Awarded March 2026) Data compiled by Barron's based for the period October 2024–Sept 2025. https://www.morganstanley.com/what-we-do/wealth-management/awards/barrons/top-1500-financial-advisors ]

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026

Are concerns about AI-driven disruption being overstated? Take a closer look at why underlying fundamentals may matter m...
04/20/2026

Are concerns about AI-driven disruption being overstated? Take a closer look at why underlying fundamentals may matter more than the latest headlines.

morganstanley.com

A tradition unlike any other is now underway.Championship moments don't happen by accident—they're earned through prepar...
04/10/2026

A tradition unlike any other is now underway.

Championship moments don't happen by accident—they're earned through preparation, discipline, and the ability to adjust when conditions change.

Financial planning works much the same way. With a clear strategy in place, you can stay focused on what matters most—even when short-term noise tries to pull you off course.

If you'd like to revisit your goals this season, I'd be glad to connect. In the meantime, here's a helpful overview on how a financial plan can keep you on track: https://www.morganstanley.com/insights/articles/what-is-a-financial-plan?ET_MID=noloc&ET_MID=nomsai&cid=whmt-em-whatis-18071

Cybercriminals are savvy and relentless. Use these preventive measures to recognize red flags and avoid tax-related scam...
03/03/2026

Cybercriminals are savvy and relentless. Use these preventive measures to recognize red flags and avoid tax-related scams.

morganstanley.com

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to ...
02/19/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/aRtjqN

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