Steve Walter, Financial Advisor at Morgan Stanley

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

08/28/2026

Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors.

morganstanley.com

08/25/2026

Rising earnings expectations support a constructive outlook for equities through the end of 2026, despite ongoing market risks.

morganstanley.com

08/21/2026

National Senior Citizens Day is celebrated on August 21st each year. It helps to honor the wisdom and lifelong achievements and accomplishments of our older and wiser generations.

If you still have grandparents or older relatives that helped shape or mold you as a person or have had an impact in your life, reach out and call or visit them.

And, another thing this special day reminds us to think about is the rising challenges of elder care and healthcare costs for our seniors. Take a look at the attached article as it brings up some interesting points.
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morganstanley.com

08/20/2026

The use of AI by borrowers is likely to fuel home refinancing activity, with impacts on the industry, markets and the broader economy.
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morganstanley.com

08/18/2026

From sugar and cocoa to copper and credit, El Niño could create divergent risks across commodities, regions and asset classes.
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morganstanley.com

08/14/2026

Today, August 14, is National Financial Awareness Day.

This may be a good time to check and review how you are doing for this current year with your financial plan and budget. It's a good check in for folks to evaluate their entire financial situation, check their savings goals, reduce outstanding debt and make sure they are fully funding their retirement savings plans too, such as their 401(k) plans, IRAs, and/or Roth IRAs.

Use the attached article as a good starting point.
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https://livesocial.seismic.com/aVKj21

08/11/2026

With control of the House on a knife's edge, voters' perceptions of the economy could determine which party prevails, with implications for multiple sectors.

morganstanley.com

08/07/2026

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for investors to play the dip.
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morganstanley.com