The Whitmore Team at Morgan Stanley

09/07/2026

This Labor Day, we recognize the dedication, resilience, and contributions of workers across every industry. Thank you to the individuals and teams whose efforts help strengthen our communities and drive progress every day. We will observe the Holiday on September 7th, 2026; and return to Office September 8th, 2026.

09/05/2026

It's National 401(k) Day; a timely reminder to invest in your future. Take a few minutes today to review your retirement savings goals and make sure your 401(k) is working for you. Check out this article, and please reach out if you have questions about your retirement plan. https://livesocial.seismic.com/a7qM2S

08/27/2026

Back-to-school season is a great reminder that education planning starts long before the first day of class. As families prepare for new academic goals, it may also be a good time to revisit how you are saving for future education expenses. Learn more about tools that can help families plan ahead for qualified education costs while offering potential tax advantages. https://livesocial.seismic.com/a8pRbQ

08/21/2026

Today, as we celebrate National Senior Citizens Day, it's worth revisiting one of the biggest retirement income choices many people face: when to claim Social Security. Morgan Stanley's "When Should You Take Social Security?" lays out key considerations to discuss as part of a broader retirement plan.

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08/14/2026

National Financial Awareness Day is a great reminder to pause and do a quick financial check-in—cash flow, debt, and savings goals. If you're looking for a practical place to start, Morgan Stanley's article "Your Mid-Year Financial Planning Checklist" has helpful ideas you can apply right away.

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08/13/2026

After a sharp rebound, high earnings expectations and fast rotations in Big Tech are keeping the market churning sideways. How should you invest? Learn more:

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07/29/2026

Check out these 10 tips for retirement travel, from planning with AI, to what to pack in your bag https://livesocial.seismic.com/auj5N2

07/26/2026

On National Parents Day, I'm taking a moment to reflect on what parenting has taught me beyond the day-to-day routines: patience, perspective, and the importance of showing up consistently, even when it's hard.

Being a parent has made me more intentional about how I listen, how I lead, and how I make space for others. It's also reminded me that small moments matter: a quick check-in, a word of encouragement, a steady presence.

07/23/2026

Steady consumer trends, large-scale AI investment and the evolving role of private credit are driving new opportunities—and new competition—across financial institutions. Learn More. https://livesocial.seismic.com/aBExfF

05/29/2026

If you're supporting a child, grandchild, niece/nephew, or even planning for your own continuing education; here are a few questions worth revisiting this month:

What's your time horizon?
What's the best investment vehicle?
How much does high education cost?" https://livesocial.seismic.com/aThlxA