Edward Costello, Financial Advisor at Morgan Stanley

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They're tax friendly, flexible, and available to anyone. Yet, 529 education investment plans are still underused. Here a...
05/29/2026

They're tax friendly, flexible, and available to anyone. Yet, 529 education investment plans are still underused. Here are five things that parents, grandparents, and anyone hoping to get a leg up on education costs need to know.

morganstanley.com

AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical r...
05/20/2026

AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.

morganstanley.com

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and...
05/12/2026

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D'Alessandro explain.

morganstanley.com

Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life.
05/05/2026

Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life.

morganstanley.com

Kevin Warsh, President's Trump's nominee for the next Fed Chair, testified in front of the Senate earlier this week. Our...
04/29/2026

Kevin Warsh, President's Trump's nominee for the next Fed Chair, testified in front of the Senate earlier this week. Our Global Head of Fixed Income Research Andrew Sheets presents key takeaways from the two-and-half-hour testimony.

morganstanley.com

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Educ...
04/27/2026

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/alu-Kn

Discover how "direct indexing" can help you tailor your investments to better reflect your values and financial goals.
04/22/2026

Discover how "direct indexing" can help you tailor your investments to better reflect your values and financial goals.

morganstanley.com

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career...
03/26/2026

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career & Elevating your Elevator Pitch" session on April 6, where our panel of experts will share their career stories, pivotal moments and the values—like purpose, adaptability, and integrity—that have shaped their success. You'll also learn how to craft a compelling elevator pitch, helping you articulate your unique value and advance your career with confidence. https://livesocial.seismic.com/aoXtp3

Prevent criminals from using your phone to perpetrate identity theft and fraud.
03/17/2026

Prevent criminals from using your phone to perpetrate identity theft and fraud.

morganstanley.com

Market volatility, while unsettling, is a normal part of investing. Here are five strategies to help you navigate throug...
03/10/2026

Market volatility, while unsettling, is a normal part of investing. Here are five strategies to help you navigate through it.

morganstanley.com

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