Erik Barrueto, Financial Advisor at Morgan Stanley

06/04/2026

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://livesocial.seismic.com/aiMyhF

05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/a9QLsG

05/25/2026

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their sacrifice helped preserve the freedoms we all enjoy today.

We hope you're able to spend meaningful time with family and friends while taking a moment to reflect on those who made it possible.

Wishing you a safe Memorial Day!

05/21/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

05/15/2026

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough? Let's talk about how we can protect your income and financial security. https://livesocial.seismic.com/aIl02O

05/11/2026

Investor interest in sustainability can reflect a mix of values, risk considerations, and long-term themes—not just headlines. The attached article shares signals worth watching as these preferences evolve.

https://www.morganstanley.com/insights/articles/sustainable-signals-individual-investors-2026

05/05/2026

The investment landscape is often influenced by multi-year shifts in technology, demographics, and the global economy, not just near-term headlines. The attached article offers context on how major themes are showing up across global markets.

https://www.morganstanley.com/insights/articles/thematic-investing-megatrends-reshaping-global-markets-2026

04/29/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/a6QOMa

04/21/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/aWkLeC

04/06/2026

Regulatory changes can ripple beyond bank balance sheets, shaping how capital is allocated across the economy. The attached article outlines key considerations around proposed reforms and what they may signal for financial conditions into 2026.

https://www.morganstanley.com/insights/articles/bank-regulatory-reform-excess-capital-2026