The Red River Group at Morgan Stanley

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©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individuall

y tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see: https://www.morganstanley.com/fa/TheRedRiverGroup. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html. Kevin J. DeKrey, CFP®, Financial Advisor, Financial Planning Specialist, NMLS #: 1479434, CA Insurance License
Peter C. Hovey, Financial Advisor, Financial Planning Specialist, NMLS #: 1321545, CA Insurance License
Molly Rohrer, CRPC®, Financial Advisor, Resident Manager, NMLS #: 577316, CA Insurance License #2079573

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
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/abub20

Today is National 529 Day, a timely reminder that small, consistent steps can make a meaningful difference when it comes...
05/29/2026

Today is National 529 Day, a timely reminder that small, consistent steps can make a meaningful difference when it comes to future education costs.

A 529 plan can be a powerful tool to help families save for college (and other qualified education expenses), offering potential tax advantages and flexible ways to invest over time.

If you're thinking about how to fit education savings into your broader financial picture, this Morgan Stanley article is a helpful starting point.

morganstanley.com

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
05/27/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the ...
05/26/2026

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience.

brightcove.net

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement...
05/18/2026

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes.

brightcove.net

Following a record stock market rally in April, consider additional sources of portfolio diversification like health car...
05/14/2026

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets.

morganstanley.com

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.
05/11/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Educ...
05/01/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here. https://livesocial.seismic.com/aYKZ3p

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you loo...
04/14/2026

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/ageF--

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