Aligned Wealth Management Group at Morgan Stanley

04/15/2026

Do you have a concentration in stock exposure (usually considered when it represents more than 20% of overall portfolio value)? In this video, learn more about how our team can help with strategies for diversification to mitigate risk and help safeguard your investments.

players.brightcove.net

04/09/2026

2026 began with AI optimism, but the Iran war's energy shock has clouded the outlook. What could it mean for your portfolio? Learn more here: https://livesocial.seismic.com/a4PhET

04/06/2026

How could the One Big Beautiful Bill Act shape your taxes and household finances? Top thought leaders share insights.

morganstanley.com

04/01/2026

With the Iran war escalating, is your portfolio positioned for both higher energy costs and higher rates? Learn more here: https://livesocial.seismic.com/aoxNeH

03/25/2026

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/aqwvGV

03/18/2026

Is now a good time to buy a home? Learn more in Morgan Stanley's 2026 housing outlook and let's discuss what makes financial sense for you. https://livesocial.seismic.com/agh2uo

03/16/2026

Four-star U.S. Navy Admiral William McRaven recently sat down with Morgan Stanley Wealth Management to share his insights into recent geopolitical developments. Tune in to the replay here: https://livesocial.seismic.com/aMcIZ6

03/11/2026

Talking about money with family isn't always easy—but it's one of the most important conversations we can have.

This Fortune piece, "3 Rules for Family Conversations About Money," offers practical guidance to help make those discussions more productive:

- Start with shared goals and values
- Use clear, judgment-free language
- Create a plan—and revisit it regularly

Whether you're navigating caregiving, inheritance planning, or simply trying to align across generations, a thoughtful framework can reduce stress and build trust.

ms.com

03/06/2026

This past weekend, Aligned Wealth Management Group at Morgan Stanley was proud to support the School District 95 Educational Foundation at its annual Gala.

Indra Josephs, partner at Aligned Wealth Management and President of the Foundation, attended the event alongside community leaders committed to advancing educational opportunities for students across District 95.

We are honored to support initiatives that empower the next generation and invest in innovative learning experiences that make a lasting impact in our local community.

Supporting education today helps build stronger leaders for tomorrow.

03/04/2026

Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face.

morganstanley.com