The Clarity Group at Morgan Stanley

05/10/2026

Happy Mother's Day! Celebrating all the wonderful mothers and mother figures.

05/05/2026

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/nCH5w

04/28/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/0JEo2

04/05/2026

Wishing everyone who celebrates a peaceful and joyful Easter. May the day bring renewed hope, time with loved ones, and a bright start to spring.

03/16/2026

Financial Planning isn't a one time event- it's a lifelong journey that evolves with every milestone. For women, that journey can look different at each stage of life, shaped by unique goals, responsibilities and opportunities. In honor of Global Money Week let's explore what smart financial strategies look like for women at every life stage.

morganstanley.com

03/10/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/aITsW-

02/24/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/hXfDc

02/10/2026

I'm excited to share that I have been named to the 2026 Forbes ranking of America's Top Women Wealth Advisors. It's an honor to be recognized among this exceptional group of women. A special thank you goes out to my amazing clients who continue to inspire me—your trust and confidence are key factors in this recognition.

[Source: Forbes (Awarded Feb 2026). Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://livesocial.seismic.com/ae39RU ]

02/10/2026

Curious about the growing private markets opportunity? Registered funds, evergreen structures, and professionally managed alternative investment portfolios can offer flexible liquidity, lower investment minimums, and simpler tax reporting – while helping to diversify beyond stocks and bonds.
https://livesocial.seismic.com/aE5IVK

01/28/2026

Want to keep more of your investment returns? Consider these strategies to help reduce your overall tax burden. https://livesocial.seismic.com/aIgGqK