Michael Bernhard, CFP Financial Advisor at Morgan Stanley

08/04/2025

Discover how dollar-cost averaging can help reduce behavioral risk, especially when the market experiences a downturn. https://livesocial.seismic.com/aVKcOl

07/31/2025

Market volatility can stoke powerful emotions and cloud judgment. Learn ways to help you stay focused on long-term investment goals: https://livesocial.seismic.com/aNGI8o

07/24/2025

Curious about the One Big Beautiful Bill Act and how it might affect you?

I've gathered a helpful resource on my website so you can stay informed.

Check it out here under the "Investor Resources" tab:

morganstanley.com

07/23/2025

Effective estate planning is crucial for the "Sandwich Generation" balancing the dual responsibilities of caring for aging parents and supporting their own children. Join our webinar on August 4th to learn valuable strategies to manage these unique challenge and navigate finding financial security for you and your loved ones. Register here: https://livesocial.seismic.com/asbScz

07/04/2025

Independence Day is a special holiday, a chance to celebrate the founding of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, fun and fireworks.

07/02/2025

Summer vacations are a time to relax, recharge, and make memories—but they can also come with a hefty price tag if you're not careful. Whether you're planning a weekend getaway or a full-on family adventure, a little financial planning goes a long way. Here are a few simple tips to help you enjoy your break:

https://access.morganstanleyclientserv.com/atwork/ #/learning/everyday-money/financial-well-being/article/financial-tips-summer-vacations

06/30/2025

Empower your employees with the knowledge they need to make the most of their stock plans. Check out these three tips from Morgan Stanley at Work to help improve your equity education offering. https://livesocial.seismic.com/aUnYw8

06/26/2025

As AI gains physical abilities, how will industries and markets be transformed? Join us Monday, June 30 as Morgan Stanley thought leaders discuss the rapid transition of artificial intelligence into the physical world. Register here: https://livesocial.seismic.com/alcXd0

06/23/2025

Understanding the intersection of health and wealth is crucial for long-term prosperity. Join our next Wealth Education for the Next Generation session on July 7th to learn about the importance of integrating health management with financial planning, and why you should be investing in preventative care and cultivating healthy habits. Register here: https://livesocial.seismic.com/a2wubW

06/15/2025

Happy Father's Day to all the incredible fathers and father figures out there!

06/05/2025

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings:

https://www.morganstanley.com/insights/articles/making-the-most-of-your-retirement-savings?gv6=0afde8c2-9b90-46ea-a53a-53e044df8c0e

06/02/2025

Delighted to work at a firm that invests in giving back to the communities we call home. Learn more about Morgan Stanley's continued partnership with the Western Golf Association and our expanded support of their Evans Scholars Program. https://livesocial.seismic.com/aKaqOH