SM Capital Group at Morgan Stanley

SM Capital Group at Morgan Stanley Financial Advisors at Morgan Stanley Helping you achieve your financial goals is our first priority. MSSB is not responsible for content posted by third-parties.

Morgan Stanley has meaningful intelligence about various major asset classes and a presence in major markets, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is aims to be appropriate for how you invest and what you

want to achieve.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-sm-capital-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1359245
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Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
06/02/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/anvyW5

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk ab...
05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/aplEd-

Today, we pause to honor and remember the service members who made the ultimate sacrifice in service to our country. The...
05/25/2026

Today, we pause to honor and remember the service members who made the ultimate sacrifice in service to our country. Their courage, commitment, and the enduring strength of the families who carry their legacy deserve our deepest gratitude.

Wishing everyone a meaningful Memorial Day.

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
05/19/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/a2j6Sf

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.
05/14/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough?...
05/12/2026

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough? Let's talk about how we can protect your income and financial security. https://livesocial.seismic.com/aPaq-k

Major U.S. stock indexes have rebounded sharply in recent weeks. Our CIO and Chief U.S. Equity Strategist Mike Wilson di...
05/07/2026

Major U.S. stock indexes have rebounded sharply in recent weeks. Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the fundamentals that could support the continuation of the bull market.

morganstanley.com

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "lo...
05/05/2026

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot.

brightcove.net

Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and S...
04/30/2026

Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shifts—are beating benchmarks as their intersections accelerate market impact.

morganstanley.com

04/28/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important.
https://livesocial.seismic.com/hGfgN

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