The Abers Shapiro Group at Morgan Stanley

06/10/2026

As IPOs gain momentum in 2026, larger and later stage companies are coming to market across sectors. Financial sponsors, retail investors and multiple capital-raising channels are shaping this year's equity issuance landscape.

morganstanley.com

06/09/2026

Never put all your eggs in one basket - A concentrated stock position can be difficult to navigate because the decisions are rarely just about the investment itself.

For many executives and longtime employees, company stock may represent years of hard work, confidence in the business, and a meaningful portion of overall wealth all at once. That can make it challenging to know when or how to reduce exposure.

Helping clients navigate concentrated equity positions is a major focus of our advisory team. We work closely with investors to evaluate their options, manage risk thoughtfully, and build strategies that align with their broader financial goals and long term plans.

06/05/2026

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation.

brightcove.net

06/03/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios. For more insights: https://livesocial.seismic.com/7VM8b

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/aoAA6a

05/28/2026

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/aH4OIE

05/26/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aXoQ_W

05/25/2026

This Memorial Day, we pause to honor and remember the men and women of the U.S. Armed Forces who made the ultimate sacrifice in service to our country. We are grateful for their courage, dedication, and the freedoms their service helped secure. Wishing you a meaningful day of remembrance with family and loved ones.

05/21/2026

When it comes to retirement planning and building long-term wealth, unsolicited advice from friends, family, or social media can sometimes create more confusion than clarity. Even when it's well-intentioned, it may not reflect your full financial picture.

As wealth grows, financial decisions often become more complex, and the choices you make today can have lasting implications for your family, your business, and your long-term goals.

That's why working with experienced professionals matters. Our team helps clients navigate important financial decisions with thoughtful, personalized guidance tailored to their unique circumstances and priorities.

We welcome the opportunity to learn more about your goals. Please visit our website to explore how we may be able to support your planning needs.

morganstanley.com

05/19/2026

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

brightcove.net