Aligned Wealth Management Group at Morgan Stanley

10/14/2026

Most estate plans don't fail because people "did nothing"—they fail because the basics were never organized in one place. A simple set of foundational documents can help clarify who can act, what happens if you can't, and how decisions get carried out.

https://livesocial.seismic.com/a9xfb7

10/08/2026

Morgan Stanley Global Head of Fixed Income Research Andrew Sheets examines what rising rates could mean for equity valuations, earnings and investor appetite.

morganstanley.com

10/07/2026

I recently had the opportunity to attend Women in Wealth: Rewriting the Playbook in Private Markets, a women's leadership conference in Los Angeles.
It was a valuable opportunity to learn, connect with other professionals and gain new perspectives on leadership, private markets and the evolving wealth management landscape.

I'm returning home energized and grateful for work that allows me to help families navigate important financial decisions and plan for what matters most to them.

10/07/2026

Indra Josephs recently attended Women in Wealth: Rewriting the Playbook in Private Markets, a women's leadership conference in Los Angeles.

The conference provided an opportunity to connect with other professionals and gain fresh perspectives on leadership, wealth management and private markets. Indra looks forward to bringing those insights back to her work helping families navigate important financial decisions and plan across generations. We're proud to support continued learning, meaningful connections and leadership within our industry.

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