Paul D. Sjogren, Financial Advisor at Morgan Stanley

06/02/2026

Artificial intelligence and evolving market conditions continue to shape the opportunity set. Alternative investments may help diversify traditional portfolios and generate income, with potential to protect against inflation. Explore the themes: https://livesocial.seismic.com/aj79-e

05/19/2026

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/aEVrtW

05/05/2026

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until June 9, 2026. https://livesocial.seismic.com/a7nRb9

05/01/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/asrRKz

04/21/2026

This fascinating video from Morgan Stanley Research shows how embodied AI is set to transform the global economy, from autonomous vehicles to humanoid robots. Reach out if you'd like to learn more.
https://livesocial.seismic.com/Z_eXm

04/14/2026

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/t_tMM

04/01/2026

With the Iran war escalating, is your portfolio positioned for both higher energy costs and higher rates? Learn more here: https://livesocial.seismic.com/aqZx0b

03/17/2026

When markets drop and emotions rise, a clear financial plan can help turn volatility into a strategic window by using disciplined moves to stay aligned with your long-term goals.

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03/12/2026

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/ao1re3

03/10/2026

Four-star U.S. Navy Admiral William McRaven recently sat down with Morgan Stanley Wealth Management to share his insights into recent geopolitical developments. Tune in to the replay here: https://livesocial.seismic.com/azJEpm