The Beacon Group of Morgan Stanley

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The Beacon Group of Morgan Stanley

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We harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that is designed for you.

©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 is not responsible for content posted by third-parties. 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-beacon-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 #: 1261777
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10/22/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

10/21/2026

Plan sponsors continue to rely on experienced guidance as they evaluate investment lineups and evolving participant needs. Our latest retirement plan survey offers useful peer insights for your next plan committee conversation. https://livesocial.seismic.com/a_Ky8d

10/20/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

brightcove.net

10/13/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning.

brightcove.net

10/09/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

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10/08/2026

I'm excited to share that I've earned the Nonqualified Plan Consultant (NQPC™) designation. This specialized credential reflects advanced training in nonqualified deferred compensation and executive compensation planning, allowing me to better support business owners, executives, and families with complex financial planning needs. Thank you to my clients and colleagues for your continued support.

10/07/2026

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration.

brightcove.net

10/06/2026

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way.

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10/02/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

morganstanley.com

10/01/2026

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.

brightcove.net

Address

1787 Sentry Pkwy W, Bldg 18, Suite 440
Blue Bell, PA
19422

Website

http://www.morganstanleyfa.com/thebeacongrp/

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