Josh Hester, Financial Advisor, The Carter Hester Group at Morgan Stanley

03/31/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare.

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03/30/2026

As markets, policy, technology, and capital strategy become increasingly interconnected, investors face growing complexity. Now is the time for the Morgan Stanley Institute – a newsletter bringing together perspectives across disciplines, to separate signal from noise.

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03/27/2026

I had a great time earlier this week at Morgan Stanley's "Power of Process" conference in Orlando. It was exciting to see how we're serving as leaders in the tech landscape and how that it is evolving the way that we are able to serve clients. Specifically, it is improving the way we look at risk and tax-management capabilities, along with AI implementation. Here I am with Chris Scott-Hansen, Head of Trading and Managed Solutions, and Esteban Perez, my go-to guy within Morgan Stanley's Consulting Group.

03/24/2026

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.

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03/20/2026

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts are influencing global markets.

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03/17/2026

Cryptocurrency can be a dynamic investment opportunity, but it does come with risks. Here's what you should know.

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03/13/2026

Four-star U.S. Navy Admiral William McRaven recently sat down with Morgan Stanley Wealth Management to share his insights into recent geopolitical developments. Tune in to the replay here: https://livesocial.seismic.com/ai1yhK

03/10/2026

In this Blueprint episode, Reddit CEO Steve Huffman shares how the firm helped Reddit shape an IPO with a differentiated investor story and allowed its users to become owners of the company. Learn the power of Morgan Stanley's holistic approach for executive leaders.

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02/20/2026

In this episode of Morgan Stanley's Exceptional Leaders, The Coca-Cola Company Chairman and CEO James Quincey shares how cultural transformation, global agility and consumer focus are reshaping the company's future.

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02/16/2026

With the extreme volatility in metals and cryptocurrencies recently, how should long-term investors be thinking about these assets in a portfolio?

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02/06/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan.

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02/03/2026

2026 is set to bring big policy shifts that could affect markets—and your portfolio. Here are seven trends our strategists are watching.

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