Wright Fontenot Group at Morgan Stanley

06/08/2026

Mid-year is the perfect moment to revisit goals, rebalance where needed, and make a few smart planning moves. Here's a helpful checklist to keep your financial plan on track.

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06/01/2026

This May was a mix of baseball dirt, pink jerseys, and dress shoes—and I wouldn't trade it. Sharing photos from a Mother's Day baseball game where moms and sons swapped names on their jerseys. It was one of those small touches that turned into a big memory. There's also a photo from the Daddy Daughter Dance at Our Lady of Fatima with my daughter—one of those nights that reminds you how fast time moves.

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/a6SV_3

05/25/2026

In observance of Memorial Day, the Wright Fontenot Group is taking time to remember those who served and fell. Wishing you a peaceful day with family and reflection.

05/20/2026

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

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05/13/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/at00XI

05/08/2026

Happy Mother's Day! Taking a moment to recognize the moms who do it all. This weekend is a great reminder to pause for yourself, your goals, and your peace of mind.

05/05/2026

GLP-1s are reshaping parts of the healthcare and consumer landscape. This Morgan Stanley Thoughts on the Market episode highlights potential growth drivers and what long-term investors may want to watch.

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04/30/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here. https://livesocial.seismic.com/awa43S

04/28/2026

Midterm elections can shift the policy backdrop, but markets often care more about growth, inflation, and rates. Here are key takeaways from Morgan Stanley's Thoughts on the Market on what to watch for portfolios into 2026.

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