The Rivard Group at Morgan Stanley

The Rivard Group at Morgan Stanley We are passionate about our clients and helping them achieve and maintain financial success MSSB is not responsible for content posted by third-parties.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, 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 advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render persona

lized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information

The travel industry's peak season begins with hotter weather, fewer flight delays and resilient U.S. consumers.
08/18/2025

The travel industry's peak season begins with hotter weather, fewer flight delays and resilient U.S. consumers.

morganstanley.com

Hard to believe my son is about to be a high school senior! Time really flies, and as we plan for what's next, I often t...
08/11/2025

Hard to believe my son is about to be a high school senior! Time really flies, and as we plan for what's next, I often think back to the tax friendly, flexible, and accessible 529 plans. Here are five things that parents, grandparents, and anyone hoping to get a leg up on education costs need to know.

morganstanley.com

Looking for ways to prepare for future uncertainties? A solution for some may be investing in precious metals, such as g...
08/06/2025

Looking for ways to prepare for future uncertainties? A solution for some may be investing in precious metals, such as gold and silver. Here's what to know.

morganstanley.com

07/28/2025

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.

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Sometimes the best investment you can make is time away. A recent trip to Chicago with my wife reminded me how important...
07/18/2025

Sometimes the best investment you can make is time away. A recent trip to Chicago with my wife reminded me how important it is to pause, disconnect, and simply be present with the people who matter most. Whether it's a weekend away, or a walk around the block, making space for meaningful moments outside of work fuels everything we do inside of it. Here's your reminder to take that well earned time, I hope everyone is having a great start to the summer!

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here's a ...
07/11/2025

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here's a mid-year checklist to help get you started.

morganstanley.com

Happy 4th of July! I hope everyone enjoys the day with their friends and families!
07/04/2025

Happy 4th of July! I hope everyone enjoys the day with their friends and families!

The world is getting older. From tech-enabled "aging in place" services to multigenerational wealth transfer, discover t...
06/30/2025

The world is getting older. From tech-enabled "aging in place" services to multigenerational wealth transfer, discover the sectors poised to benefit from the rise of senior consumers.

morganstanley.com

06/27/2025

High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.

If you've been named as your parent's executor, you'll find it's a role with both emotional and administrative tasks. He...
06/24/2025

If you've been named as your parent's executor, you'll find it's a role with both emotional and administrative tasks. Here are some key guidelines.

morganstanley.com

06/12/2025

Adam Jonas, Morgan Stanley's Head of Global Autos and Shared Mobility Research, discusses the fast transition of artificial intelligence into the physical world in the form of humanoid robots.

morganstanley.com

Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if...
07/18/2024

Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.

morganstanley.com

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