Steve Walter, Financial Advisor at Morgan Stanley

10/07/2026

Today, October 7th, is the 10th Annual World Financial Planning Day.

The theme for this year is: "Live your today. Plan your tomorrow." As we get closer to the end of the calendar year, now may be a great time to review your personal budget, your personal savings and your overall investments.

Always good to check in and review and take stock as to how you are progressing towards your own personal financial goals.
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morganstanley.com

10/02/2026

U.S. consumers are increasingly taking the lead in how they access and pay for healthcare, creating potential opportunities across biopharma and healthcare services.

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09/29/2026

National Coffee Day falls today, September 29th.

Roughly 66% of all American adults drink coffee, making it both a morning ritual and staple routine across the country.

Whether you support your local coffee shop in your neighborhood or one of the national chains, get yourself a cup of Joe today and celebrate. I am partial to a macchiato or a latte myself.

And, enjoy the attached piece by Morgan Stanley's research team.

Happy Coffee Day!
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09/25/2026

National Daughters Day falls today, Friday, September 25.

Nothing makes me prouder than to be the dad of these two wonderful young women. They constantly amaze me. They are kind, caring and just good people. Spend quality time with your daughters and reach out and let them know you love them!!

Happy National Daughters Day, Maggi and Emily!
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09/22/2026

Tuesday, September 22 marks the first day of Fall.

The Autumnal Equinox officially starts and marks the start of astronomical fall in the Northern Hemisphere, meaning shorter days, and longer nights, all the way to the winter solstice in December.

Get out and enjoy the fall weather and changing of the leaves. Happy Autumn.
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09/17/2026

Dynamics that drive global economic growth and markets are becoming more uneven, making active management increasingly important for fixed income investors.

morganstanley.com

09/15/2026

After an eventful first half of the year, the outlook for private equity and private credit is driven by strong fundamentals and investors' focus on quality assets.

morganstanley.com

09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

09/07/2026

Labor Day falls today, Monday September 7th.

This is a federal holiday to celebrate the contributions of workers and the labor movement to help create better conditions for all workers. For most Americans, it marks the traditional end of summer and the beginning of the new school year.

Whatever you do or however you celebrate this long weekend, enjoy time with your family and friends, and have a safe and relaxing weekend. Happy Labor Day weekend!
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09/01/2026

As government debt levels continue to rise around the world, investors are asking whether higher borrowing will weigh on economic growth or simply change how capital is allocated across markets.

morganstanley.com