Jim Marlin, Financial Advisor at Morgan Stanley Wealth Management

02/10/2026

As we share more of our daily lives online, it's important to balance security and convenience. These five tips can put you in greater control of your digital footprint. https://livesocial.seismic.com/aXW-Om

02/03/2026

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. https://livesocial.seismic.com/aqwCTO

01/28/2026

Investor optimism remains sky high, but is the market on solid ground? Let's discuss risk-management strategies for your portfolio. Here's one helpful point of view:

morganstanley.com

01/19/2026

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://livesocial.seismic.com/a-5YLe

01/14/2026

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team shares timely insight here: https://livesocial.seismic.com/axUASp

11/27/2025

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

11/21/2025

Jonathan Mariner, former CFO of Major League Baseball and longtime sports financial strategist, unpacks the evolving value of team ownership and how the next generation of sports investors is thinking differently about ROI. Check out this episode of Front Office Sports' Portfolio Players, sponsored by E*TRADE from Morgan Stanley. https://livesocial.seismic.com/G0QLG

11/11/2025

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.

11/05/2025

Curious about the growing private markets opportunity? Registered funds, evergreen structures, and professionally managed alternative investment portfolios can offer flexible liquidity, lower investment minimums, and simpler tax reporting – while helping to diversify beyond stocks and bonds.
https://livesocial.seismic.com/ah9HST

06/24/2025

Understanding the intersection of health and wealth is crucial for long-term prosperity. Join our next Wealth Education for the Next Generation session on July 7th to learn about the importance of integrating health management with financial planning, and why you should be investing in preventative care and cultivating healthy habits. Register here: https://livesocial.seismic.com/aKk5AF

06/18/2025

As AI gains physical abilities, how will industries and markets be transformed? Join us Monday, June 30 as Morgan Stanley thought leaders discuss the rapid transition of artificial intelligence into the physical world. Register here: https://livesocial.seismic.com/aLglCo

06/16/2025

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net