Parker Bauman Financial Advisor at Morgan Stanley

06/03/2026

Japan's economy is entering a new era — driven by governance reform, rising domestic investment, AI infrastructure, energy security, and a shift in capital allocation. The latest from the Morgan Stanley Institute explores why Japan is emerging as a core global investment destination and what makes this cycle different from past recoveries. Read more and subscribe to the newsletter for insights straight to your inbox: https://livesocial.seismic.com/a4Jlxa

06/02/2026

ICYMI: Our 2026 Liquidity Trends Report is live—and it's showing rising reliance on liquidity events to help drive private company growth. Read the report to find out what leaders should know before a tender offer or IPO. https://livesocial.seismic.com/alqYS4

05/31/2026

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://livesocial.seismic.com/aBjLDK

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/aLtcsB

05/28/2026

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience.

brightcove.net

05/27/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aH7P95

05/25/2026

Artificial intelligence and evolving market conditions continue to shape the opportunity set. Alternative investments may help diversify traditional portfolios and generate income, with potential to protect against inflation. Explore the themes: https://livesocial.seismic.com/a3lONU

05/24/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aXiybV

05/21/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/aY_Cd_

05/19/2026

I'm excited to share that Barron's has ranked The Daniels Group 75th out of this year's Top 250 Private Wealth Management teams. It's an honor to be recognized among this exceptional group of our peers. A special thank you goes out to my team members, and of course, to all of our amazing clients that have made this accomplishment possible!

Source: Barron's (Awarded May 2026) Data compiled by Barron's based for the period Jan 2025-Dec 2025. https://livesocial.seismic.com/apcG7y