Erik Barrueto, Financial Advisor at Morgan Stanley

08/26/2026

When markets send mixed signals, diversification and scenario thinking can help frame decisions with more context and less noise. The attached article walks through key indicators shaping the second half of 2026 across major asset classes.
https://www.morganstanley.com/insights/articles/multi-asset-class-outlook-2h-2026-market-signals

08/24/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/aaWXj3

08/21/2026

Robotaxis sit at the intersection of mobility, software, and regulation—making the path from innovation to adoption as important as the technology itself.
https://www.morganstanley.com/insights/articles/robotaxis-1-trillion-dollar-investor-opportunity

08/17/2026

Where could bitcoin go from here? Explore a framework our strategists use to think about potential long-term returns. https://livesocial.seismic.com/aySEET

08/12/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/aEc4gR

08/04/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/aojL6S

07/30/2026

Waiting for mortgage rates to fall? Here's a framework for thinking about affordability today. https://livesocial.seismic.com/TNzfQ https://livesocial.seismic.com/a_is3o

07/21/2026

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch. https://livesocial.seismic.com/aDEJ5t

07/14/2026

If one of their grandchildren emailed saying they needed emergency money wired to a new account right away, would your loved one send it without verifying? Watch this video to learn about common scams targeting the elderly, and let me know how I can help answer your questions about cybersecurity best practices.

07/09/2026

Saving for your child's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.

morganstanley.com