Steve Walter, Financial Advisor at Morgan Stanley

06/04/2026

In today's dynamic economic environment, strategies that worked before may not be as effective. Alternative investments could play a valuable role in your portfolio.

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06/01/2026

AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.
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05/29/2026

It's 5/29 Day — a good reminder to check in on education savings.

A 529 plan can be a helpful way to invest for future education costs, but it's not the only approach. Depending on your goals, you might also consider other ways to build an education fund—like a mix of savings, investments, and a plan that keeps flexibility in mind.

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05/27/2026

Your ability to earn an income may be one of your most valuable assets, but an accident or unforeseen illness can put that asset at risk.

Here's how to help protect it.

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05/25/2026

Memorial Day is always the last Monday in May and it's used to help mourn and remember US military personnel who died while serving in any one of the branches of the US Armed Forces.

Please take some time to remember and honor those that have served to protect as well as preserve our freedoms.
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05/22/2026

Whether it's strengthening your passwords or treating emails with more caution, you can take steps to reduce your risks.
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05/19/2026

Gold prices have dropped since the start of the conflict in Iran, raising doubts about the metal's traditional role as a hedge against geopolitical crises.

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05/15/2026

A lot can pile up over a year, or just a season. Here are five tips to help you tidy up, declutter and organize your finances this spring.
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05/12/2026

International Nurses Day is celebrated annually on May 12, the birthdate of Florence Nightingale. The theme of this year is "Our Nurses. Our Future. Empowered Nurses Save Lives" and urges the importance of investing in the nursing field as well as focusing on safe working conditions for our nurses.

We need to address global shortages in this field as well as strengthening the global healthcare system in general.

It's a noble field and a necessary field and I am always thankful and grateful for the wonderful care I receive during any medical procedures and/or medical appointments.
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05/08/2026

Cryptocurrency may feel new, but the tax rules aren't. From wallets to futures to ETPs, here's what you should know about how the IRS treats crypto.
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