The Stoner Group at Morgan Stanley

11/03/2026

Structural capital gaps in housing, energy infrastructure, and business succession are creating investable pathways to long-term growth.

brightcove.net

11/02/2026

For divorce attorneys
Clearer numbers can lead to more focused conversations

Some divorce conflict is legal. Some is emotional. And some grows from uncertainty about the finances.

A client may hesitate because they do not know whether a proposed settlement can support their future expenses. Another may continue fighting without understanding the cost compared with the potential benefit.

A CDFA® can analyze financial information, compare settlement options and help explain the longer-term impact of different choices.

Financial clarity will not remove the emotion from divorce. It can, however, help clients ask better questions and more clearly understand what they may be gaining, giving up or carrying forward.

For attorneys, that can mean better-prepared clients and more productive conversations.

11/01/2026

For divorce attorneys
Financial clarity can help clients focus on what matters

Some clients spend considerable time and money pursuing an issue without understanding its likely financial impact. Others agree too quickly because they feel overwhelmed.

A CDFA® can help organize financial information, review cash flow and compare settlement scenarios so clients better understand the practical effect of their options.

That analysis can help clients and attorneys identify:

What deserves more attention?
What documentation is missing?
Which assumptions should be tested?
What tradeoffs should be discussed before mediation?

The CDFA® does not replace legal counsel. The role is to help clients participate in the legal process with a clearer understanding of the financial picture.

10/30/2026

For divorce attorneys
helping clients understand the real cost of a position

Divorce clients often feel strongly about keeping the home, receiving a particular asset or reaching a specific settlement amount.

A CDFA® can help them understand what that position may require financially and practically.

For example, keeping the marital home may involve reviewing mortgage capacity, refinancing, taxes, maintenance, liquidity and future cash flow.

Comparing settlement proposals may require looking beyond total value to accessibility, tax considerations, risk and long-term sustainability.

The attorney remains the legal strategist. The CDFA® helps clients understand and apply the financial information.

The question then becomes more than, "Can I get this?"

It becomes, "Can I realistically live with this?"

10/28/2026

For women beginning divorce...
Look beyond what you want to keep

During divorce, it is natural to become attached to a particular outcome, whether it is the house, a retirement account or a specific settlement amount.

Before holding firm, consider the full tradeoff.

Keeping the home may offer stability, but can you comfortably manage the mortgage, taxes, maintenance and repairs?

Waiting for a better offer may seem worthwhile, but what could the delay cost in fees, time and stress?

The goal is not to give up what matters. It is to make sure your decision still works after the agreement is signed.

Can I afford it?
Can I manage it?
Does it support the life I want next?

As a CDFA®, I help clients look beyond the headline number and consider how settlement options may work in everyday life.

10/28/2026

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? Sarah Wolfe, Senior Economist at Morgan Stanley Wealth Management, explains.

brightcove.net

10/27/2026

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy. But looking ahead, how secure are household balance sheets?

brightcove.net

10/21/2026

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

10/20/2026

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

10/19/2026

Pushing through the fog of divorce?
Put your energy where it can make a difference

Divorce can make every issue feel urgent, but not every issue requires the same response.

Missing statements, unclear balances and settlement terms you do not understand need action.

Other realities, such as supporting two households or dealing with delays, may need a plan rather than a fight.

Try separating your concerns into two categories:

What can I take action on?
What do I need to plan for or manage?

Knowing the difference can help you protect your time, money and emotional energy.

Divorce may feel chaotic. Your response does not have to be.