Brandon C. Bailey, Financial Advisor at Morgan Stanley

06/05/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

06/01/2026

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/a8BQQL

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/au70fm

05/25/2026

However you spend the day, I hope Memorial Day includes a moment of sincere remembrance for those who gave their lives in service.

04/21/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/_vsg7

04/16/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/aOkEhi

04/02/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/fI9YG

03/25/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aJvst-

03/23/2026

We've added the latest From Our Desk newsletter to our website.

This is a great time to reflect on last year's progress, revisit the goals you set at the start of the year, and fine-tune your financial strategies for the months ahead. We hope you're settling into 2026 smoothly and continuing to explore the opportunities the year may offer.

Click the link below to read the newest edition:

morganstanley.com

03/18/2026

Investors have been buffeted by anxieties this year. But we think one of them -- the pain in private credit -- may be near its peak.

brightcove.net