The CFWM Group at Morgan Stanley

10/14/2026

October is National Financial Planning Month and National Estate Planning Month

This month serves as an important reminder that successful wealth management extends beyond investments alone. A comprehensive financial plan helps align your assets with your goals, while an estate plan can help ensure your wishes are carried out and your loved ones are cared for according to your intentions.

Click the link provided to learn more.

morganstanley.com

10/07/2026

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.

brightcove.net

08/26/2026

My wife Christina and I moved our youngest, Lex, into the University of Kansas last Thursday, where he begins his freshman year studying engineering. With all four children now launched, Christina and I officially enter the empty-nester chapter. Wishing Lex an incredible start to college life and the whole family all the best in this exciting new season!

08/19/2026

Our U.S. Consumer Finance Analyst Jeff Adelson and our Co-Head of Securitized Product Research Jay Bacow explain why AI can transform the way Americans shop for, manage and refinance their mortgages.

morganstanley.com

08/06/2026

Divided government is the base case, and markets may benefit as post-election policy uncertainty fades.

brightcove.net

07/31/2026

Have extra money coming in? Here are five ways additional income can help you achieve your financial goals.

morganstanley.com

07/17/2026

While AI's infrastructure buildout is reshaping local economies, resource constraints and community acceptance may determine the pace of adoption.

brightcove.net

06/25/2026

The IPO market is gaining momentum in 2026, with broader sector participation, deeper investor engagement and continued activity across equity capital markets. https://livesocial.seismic.com/a8g3K5

06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

06/11/2026

The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI's appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the tech industry.