The Livingston Key Group at Morgan Stanley

09/01/2026

Rising earnings expectations support a constructive outlook for equities through the end of 2026, despite ongoing market risks.

morganstanley.com

08/25/2026

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from companies.

morganstanley.com

08/17/2026

I am thrilled to share that Forbes has published its annual ranking of Best-In-State Next-Gen Wealth Advisors, and I am honored to have been named to the 2026 list.

This recognition is especially meaningful because it reflects the confidence that clients place in me and our team every day. I want to express my heartfelt gratitude to our clients for entrusting us with their financial goals, aspirations, and long-term planning needs. Your confidence in our guidance, process, and commitment is the foundation of everything we do.

I also want to sincerely thank my team, whose dedication, professionalism, and client-first mindset make achievements like this possible. Their hard work, collaboration, and unwavering focus on delivering an exceptional client experience are central to our success.

I am deeply grateful for the opportunity to serve our clients and to help them navigate important financial decisions with clarity and confidence. Thank you again for your continued partnership.

08/11/2026

Though making a budget may seem simple, sticking to one can be challenging. These five steps can help you create a budget you can stick to: https://livesocial.seismic.com/aRyvbT

08/07/2026

As AI adoption matures, value may shift from infrastructure winners to integration leaders with ex*****on capacity.

brightcove.net

07/30/2026

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs.

brightcove.net

07/24/2026

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch. https://livesocial.seismic.com/a4CrMi

07/04/2026

Wishing everyone a safe and happy Fourth of July. Grateful for the freedoms we celebrate and the communities we serve—hope you're able to take time to recharge with family and friends.

06/23/2026

Looking for a clear, approachable introduction to the fundamentals of investing? Then join us Monday, July 6 for "Intro to Investing: Stocks, Bonds and Beyond," part of our Wealth Education for the Next Generation series. We'll break down how the stock market works and explore the roles of stocks, bonds and other investment vehicles within a broader financial strategy. Register Here: https://livesocial.seismic.com/aaLj8a

06/21/2026

Today we're celebrating the people who show up day after day with encouragement, guidance, and love. Happy Father's Day, and thank you for being the kind of role model that leaves a lasting impact.