Keith D. Burner Financial Advisor at Morgan Stanley

08/14/2026

National Financial Awareness Day Reminder: Your financial goals deserve regular attention, whether you're just getting started or revisiting a plan already in motion.

Many people who build a financial plan say they wish they had begun sooner. Today is a good opportunity to take one meaningful step forward.

Website: https://advisor.morganstanley.com/keith.d.burner

What's one financial priority you'd like to make progress on this year?

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08/11/2026

As we prepare to send kids back to school, it's a great time to think about education planning.

Rising education costs are a real concern for many families, but starting to save and invest early can make a meaningful difference over time.

It's also a popular way for grandparents and parents alike to help fund a child's future education, while incorporating those efforts into an overall gifting and estate strategy.

If saving for a loved one's education is on your mind, now may be a good time to explore your options.

Website: https://advisor.morganstanley.com/keith.d.burner

11/26/2025

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

11/18/2025

The GENAI Boom and Market Concentration

AI's rapid growth has driven investors back toward the largest U.S. companies, with the 10 biggest stocks now making up over 40% of the S&P 500.

While these leaders continue to post strong earnings, it also means the market is becoming more dependent on fewer names.

What this means for investors:
- Diversification matters – concentrated markets can amplify both gains and risks.
- Opportunities remains beyond tech, where valuations may be more reasonable.

As innovation pushes markets higher, a balanced approach can help manage volatility and keep portfolios aligned with long-term goals.

For more insights or to discuss your investment strategy, feel free to reach out. We can explore these opportunities together!

Website: https://advisor.morganstanley.com/keith.d.burner

Source:https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/1fcf1e58-c6bf-4052-b589-1ed7113b0420.pdf

11/11/2025

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.

10/21/2025

National Estate Planning Awareness Week | October 20-26th

Did you know that more than half of Americans don't have an estate plan in place? This week is the perfect reminder to make sure your wishes, and your loved one, are protected.

3 key steps to review:
1. Update wills and beneficiary designations.
2. Establish power of attorney and healthcare directives.
3. Ensure your plan reflects recent life changes.

Want guidance on getting started or reviewing your plan?

Visit: https://advisor.morganstanley.com/keith.d.burner

Source: https://www.morganstanley.com/insights/topics/estate-planning

10/15/2025

Is it time to re-evaluate your money market holdings as the Fed cuts rates further? Let's discuss other opportunities in fixed income. https://livesocial.seismic.com/afDTLx

09/11/2025

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

09/04/2025

Equity compensation is a powerful tool that can help you accumulate wealth. Nevertheless, it can also create financial planning challenges, including increased risk. Our Head of Portfolio Construction and Cross-Asset Strategy recently shared insights with Barron's about the risks of concentrated positions and the importance of diversification. Learn more: https://livesocial.seismic.com/ahZz4x

09/01/2025

Happy Labor Day! Today, we honor the dedication and hard work of individuals across all industries. Your resilience and innovation drive our economy forward. Wishing everyone a safe and restful day to recharge and reflect on your incredible impact.