Milestone Wealth Management at Morgan Stanley

05/01/2026

Kevin Warsh, nominated by President Trump for the next Fed Chair, recently testified before the Senate.

Our Global Head of Fixed Income Research, Andrew Sheets, shares insights from this significant session.

Listen to the podcast to learn more.

morganstanley.com

04/17/2026

Tax season is behind us—but the real opportunity begins now.

Filing your return closes the chapter on last year, but it also opens the door to smarter, more intentional planning for the months ahead. This may be an ideal time to revisit your financial strategy: identify ways to improve tax efficiency, ensure your investments still align with your goals, and position yourself for a stronger year-end outcome.

Small, proactive moves—made throughout the year—can often have an outsized impact when it comes to managing taxes and keeping more of what you earn.

Click the link to see how you can optimize your tax planning throughout the year.

morganstanley.com

04/14/2026

Understanding when to claim Social Security benefits involves more than just maximizing payouts.

Factors such as spending needs, health, spousal considerations, and policy changes can significantly impact this decision.

Read the full article to learn more.

morganstanley.com

04/10/2026

Explore the complexities of the U.S.-Iran truce and its implications for the Strait of Hormuz.

Gain insights from Michael Zezas and Ariana Salvatore as they discuss potential scenarios in this evolving diplomatic landscape.

Listen to the podcast to learn more!

morganstanley.com

04/02/2026

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit concerns and the oil price spike. Find out how to navigate through the volatile backdrop in On The Markets.

morganstanley.com

03/31/2026

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/RZ7ic

03/27/2026

Explore how the Iran conflict is reshaping market narratives this March, as Andrew Sheets, our Global Head of Fixed Income Research, shares his insights on the unfolding historic disruptions.

Listen to the podcast to learn more.

morganstanley.com

03/19/2026

March isn't just about brackets—it's a reminder of the real cost behind a college education.

When you see four-year costs stacked side by side like this, it puts things into perspective quickly. The difference between schools can be significant, but one thing is consistent: planning ahead matters.

Starting early and being intentional about saving can help create flexibility, reduce future stress, and open more opportunities for your children when the time comes to choose a school.

The question isn't just where they'll go—it's how prepared you'll be when they get there.

If this sparked a thought, it's probably worth a conversation.

02/27/2026

I'm excited to share that I have been ranked #28 in Iowa on the 2026 Forbes Top Women Wealth Advisors Best-In-State list.

It is an honor to be recognized among such an accomplished group of professionals in our industry. I'm deeply grateful to our clients for their trust and to our incredible team for their continued commitment to excellence.

Thankful for the journey and excited for what's ahead!

Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC for the period 9/30/24 - 9/30/25.
https://www.morganstanley.com/disclosures/awards-disclosure.html

02/20/2026

Join us for an upcoming webinar focused on tax-efficient investing and strategies to help investors keep more of what they earn.

During this session, we'll cover key considerations for navigating today's tax landscape and share insights to help you make informed financial decisions.

Date: February 25
Time: 12:00–12:45 PM CST
Location: Virtual

Click the link to register.

CRC: 5129467 https://livesocial.seismic.com/ahDGbH