The Alexandria Group at Morgan Stanley

The Alexandria Group at Morgan Stanley Financial Advisors with the Alexandria Group at Morgan Stanley. MSSB will not accept purchase or sale orders via social network messaging systems.

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A lot has changed since January.The 2026 bull case was built on deregulation, tax cuts, a Gen AI capex boom, and Fed rat...
06/08/2026

A lot has changed since January.

The 2026 bull case was built on deregulation, tax cuts, a Gen AI capex boom, and Fed rate cuts. The setup appeared reasonable.

Then the headwinds hit — the conflict in the middle east leading to surging oil prices, inflation expectations jumping, the Fed essentially frozen, and stagflation now on the table.

The opportunity may still exist. But the conversation has to be more nuanced than it was six months ago.

If you'd like to talk through what this means for your portfolio, drop a comment or send me a message — I'm happy to connect.

Website: https://advisor.morganstanley.com/eric.v.goodson

Source:https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/e6f6e1de-01e9-4e1f-b1b1-7f6dbf4dc4db.pdf

06/05/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios. For more insights: https://livesocial.seismic.com/hVqvF

Your equity comp has two clocks. Most people only track one.The comp clock: vesting, exercise windows, tax withholding.T...
06/02/2026

Your equity comp has two clocks. Most people only track one.

The comp clock: vesting, exercise windows, tax withholding.

The ownership clock: concentration, liquidity, when to diversify.

The longer you hold a concentrated position, the more your plan depends on one company's path.

That's not a risk most people plan for – until they're already in it.

If you have equity compensation and would like to discuss your strategy, feel free to reach out.

Website: https://advisor.morganstanley.com/eric.v.goodson

Source:https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/3af31b4d-d0c5-4e9f-a922-91c36d170fac.pdf

2026 Midyear Investment OutlookThree words. That's all Morgan Stanley needed to describe the U.S. economy right now.Cape...
05/28/2026

2026 Midyear Investment Outlook

Three words. That's all Morgan Stanley needed to describe the U.S. economy right now.

Capex Over Consumption.

Here's what that means:
AI-driven corporate investment is booming. Companies are spending at historic levels on infrastructure, technology, and energy security.

But the American consumer? Starting to buckle. Rising energy costs are quietly draining household budgets — and it's showing up in spending data.

Morgan Stanley anticipates a 2.3% U.S. GDP growth in 2026 — no recession in the base case. But the engine of growth has shifted. It's no longer the consumer carrying us. It's capital investment.

What does that mean for your portfolio? The answer isn't the same for everyone.

Let's talk about where you stand.

Website: https://advisor.morganstanley.com/eric.v.goodson

Link to full MS Midyear Investment Outlook: https://www.morganstanley.com/insights/articles/investment-outlook-midyear-2026

Today we pause to honor the men and women who gave everything.Freedom is never free — and neither is the future we're bu...
05/25/2026

Today we pause to honor the men and women who gave everything.

Freedom is never free — and neither is the future we're building for our families.

This Memorial Day, we're grateful for their sacrifice and committed to serving those who served. If you or someone you love is a veteran or active military family navigating financial decisions, we're here to assist.

Thank you.

Gold is supposed to shine when the world gets uncertain.So why is it down?Since the Iran conflict began, gold has droppe...
05/18/2026

Gold is supposed to shine when the world gets uncertain.

So why is it down?

Since the Iran conflict began, gold has dropped roughly 10% — while equities have largely recovered. That's not the safe-haven story most investors expected.

According to Morgan Stanley Research, the reason is straightforward: monetary policy is now the dominant price driver for gold — not geopolitical risk. When an energy shock pushes inflation higher and delays rate cuts, gold feels it.

The good news? Morgan Stanley still sees a path to recovery — projecting prices could potentially climb to $5,200/oz in the second half of 2026 as central banks resume purchases and the Fed signals future cuts.

Markets don't always behave the way we expect. That's exactly why having a guide matters.

Questions about how gold fits — or doesn't fit — in your portfolio? Let's talk.

Link to full article: https://www.morganstanley.com/insights/articles/gold-prices-safe-haven-status-reality-check-iran-conflict

Website: https://advisor.morganstanley.com/eric.v.goodson

Happy Mother's Day to every woman who has poured herself into the people she loves!I especially want to wish a happy Mot...
05/10/2026

Happy Mother's Day to every woman who has poured herself into the people she loves!

I especially want to wish a happy Mother's Day to the woman who makes our family—and our life—work.

Parenting is a team sport, and I'm grateful every day for the partnership we share: the planning, the patience, the encouragement, and the steady support that keeps our home grounded and our kids thriving.

I also don't take for granted what that partnership makes possible professionally. The support you give our family gives me the focus and peace of mind to show up fully for my clients—listening closely, staying proactive, and delivering the level of care they deserve.

Thank you for everything you do, seen and unseen!

We're lucky to have you, and I'm lucky to do life with you!

It's been one of those weeks where you had to stay close to the news. Three things dominated my attention — and I think ...
05/07/2026

It's been one of those weeks where you had to stay close to the news.

Three things dominated my attention — and I think they're worth understanding heading into next week.
The Middle East. The ceasefire we had been watching cracked this week. The UAE intercepted Iranian missiles, oil jumped to $106 a barrel, and the 30-year Treasury yield briefly crossed 5%. The Dow dropped 550 points in a single session. Markets can be volatile, and having a plan can help manage reactions to headlines.

Earnings. This is the part that surprised me. Despite everything going on geopolitically, many S&P 500 companies have beaten earnings estimates this season. The underlying corporate picture is stronger than the noise would suggest.

The Fed. No movement. No cuts. Next meeting isn't until June 16th and rate futures are pricing in virtually zero chance of anything changing. Inflation is still running above target and energy prices aren't helping. Higher for longer is still the reality — and I think a lot of people haven't fully adjusted their thinking to that yet.

The jobs report drops tomorrow (May 8th). That's the last big piece of data before we head into the weekend.

We aim to assist you in understanding what these developments mean for your specific situation.

Sources: https://www.cnbc.com/2026/05/04/bond-yields-move-higher-as-traders-digest-middle-east-unrest-await-jobs-report.html

04/06/2026

In a new episode of the Morgan Stanley Blueprint, TWFG Insurance (The Woodlands Financial Group) Founder and CEO Gordy Bunch shares his ambitious goal of turning $10,000 into a public insurance company that empowers agents and supports communities.

Watch to see how his vision became a reality with the support of Morgan Stanley in personal wealth planning and navigating the path to IPO. https://livesocial.seismic.com/Nc6B8

04/03/2026

In this Blueprint episode, Figma CFO Praveer Melwani shares how the firm's support in wealth management, IPO readiness and employee equity guidance helped the company achieve breakthrough growth. See the power of Morgan Stanley's holistic approach. https://livesocial.seismic.com/erKE8

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