Keith D. Burner Financial Advisor at Morgan Stanley

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.

08/21/2025

Are you relying solely on a traditional 60/40 portfolio to meet your long-term goals? In today's market, alternative investments can offer the potential for new sources of return to help manage volatility. Check out this article from Alison Nest, Morgan Stanley Wealth Management's Head of Investment Solutions Products, to learn more: https://livesocial.seismic.com/a113Yl

08/11/2025

Concerned about market losses impacting your retirement plan? Let's discuss five strategies that may help protect your savings.

morganstanley.com

07/16/2025

The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategist, break down the legislation, its implications for deficits and markets, and what it could mean for investors.

brightcove.net

06/13/2025

Wishing a happy Father's Day this weekend to all the great dads out there!