8300 Group at Morgan Stanley

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©2026 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 is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advic

e 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. Chad Ellman NMLS 1578874
Cheri McHugo NMLS 1813214

As we gather with friends and family this Memorial Day, we honor the men and women who have served, especially those who...
05/25/2026

As we gather with friends and family this Memorial Day, we honor the men and women who have served, especially those who made the ultimate sacrifice, and we thank those who continue to serve.

Staying focused through market turbulence and planning ahead for what matters—education, real estate, and long-term goal...
05/14/2026

Staying focused through market turbulence and planning ahead for what matters—education, real estate, and long-term goals—in this month's 8300 Group newsletter. https://livesocial.seismic.com/atJsBW

Happy Mother's Day to all the moms and mother figures—thank you for everything you do, every day.
05/10/2026

Happy Mother's Day to all the moms and mother figures—thank you for everything you do, every day.

To wrap up our Financial Literacy Month series, we're focusing on Building a Financial Plan—how a plan can connect your ...
04/29/2026

To wrap up our Financial Literacy Month series, we're focusing on Building a Financial Plan—how a plan can connect your goals, timeline, and risk tolerance into a clear roadmap, so day-to-day decisions support long-term priorities.

morganstanley.com

Financial Literacy Month is a great reminder that financial confidence isn't just about growing your money—it's also abo...
04/22/2026

Financial Literacy Month is a great reminder that financial confidence isn't just about growing your money—it's also about protecting what you've built. This week we're covering Estate Planning Essentials: a few foundational steps and documents that can help make your wishes clear, reduce stress for loved ones, and keep your plan aligned as life changes.

morganstanley.com

Financial Literacy Month continues and our next topic is Investing Basics—a beginner-friendly look at common investment ...
04/15/2026

Financial Literacy Month continues and our next topic is Investing Basics—a beginner-friendly look at common investment building blocks, why time in the market matters, and how to think about risk without overcomplicating it. https://livesocial.seismic.com/afUBgq

April is Financial Literacy Month. We're kicking off our financial education series with Spending & Saving—simple budget...
04/08/2026

April is Financial Literacy Month. We're kicking off our financial education series with Spending & Saving—simple budgeting steps to help you prioritize goals and build lasting savings habits.

morganstanley.com

April 2026 updates from the 8300 Group at Morgan Stanley—practical insights on investing, digital security, and planning...
04/01/2026

April 2026 updates from the 8300 Group at Morgan Stanley—practical insights on investing, digital security, and planning for retirement. https://livesocial.seismic.com/aw6L9b

Many couples share a life before they share a financial plan. Hear how to reduce risk around money, property, and decisi...
03/25/2026

Many couples share a life before they share a financial plan. Hear how to reduce risk around money, property, and decision making before a crisis forces the rules. https://livesocial.seismic.com/a6hWA6

Everyone has a different idea of their dream retirement. Whatever you envision, it's essential to plan ahead so that you...
03/19/2026

Everyone has a different idea of their dream retirement. Whatever you envision, it's essential to plan ahead so that your nest egg will last.

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