Nashville Legacy Group at Morgan Stanley

09/09/2026

Cybersecurity doesn't have to be complicated.

A few simple habits, like using strong passwords, turning on multi-factor authentication, and thinking twice before clicking unexpected links, can go a long way in helping protect your personal information.

Check out these practical tips:

morganstanley.com

09/05/2026

It's National 401(k) Day

One of the most common retirement savings tools deserves a little more attention today.

Here are a few 401(k) numbers worth knowing for 2026:
✅ The employee contribution limit is $24,500
📈 Those age 50 and older may be eligible for an additional $8,000 catch up contribution
⭐ Ages 60 through 63 may be eligible to contribute an additional $11,250 instead, if their plan allows
🏢 With employer contributions included, the total annual limit can reach $72,000

There is a lot more to your 401(k) than simply contributing each paycheck. Understanding your plan, contribution options, and employer benefits can make a meaningful difference over time.

https://livesocial.seismic.com/a70g5X

09/02/2026

🏡 Rent or buy?

The "right" answer isn't the same for everyone.

Buying may make sense if you want:
🏠 To build equity over time
🏠 More stability
🏠 The freedom to personalize your space
🏠 A long term investment

Renting may make sense if you want:
🏢 More flexibility
🏢 Lower upfront costs
🏢 Fewer maintenance responsibilities
🏢 Freedom to relocate more easily

The best financial decision isn't about keeping up with everyone else. It's about choosing the option that aligns with your goals, lifestyle, and budget.

https://livesocial.seismic.com/aDG9xZ

08/31/2026

Markets are shifting, and quality is back in focus. This Morgan Stanley podcast breaks down what a mid-cycle market could mean for leadership, AI, and investor positioning. Worth a listen if you're trying to stay ahead of the next rotation.

morganstanley.com

08/12/2026

IRAs may not be the most exciting acronym, but they can play a big role in your retirement game plan. Get to know the basics and start thinking about what could work for you.

https://livesocial.seismic.com/aBTTXJ

07/30/2026

Save this for later: building a retirement portfolio doesn't have to be complicated.

This guide walks through the basics so you can start with a plan and keep moving forward.

💠 Enroll in your workplace retirement plan as soon as you're eligible so your savings has more time to grow.
💠 Set a savings target and take advantage of any employer match, while keeping vesting rules in mind.
💠 Choose an investing approach that works for you, like a target-date fund, building your own mix, or using a managed account if available. https://livesocial.seismic.com/a1UQSk

07/27/2026

Does your compensation extend beyond a traditional paycheck? Join us Monday, August 3 for "Planning for Retirement: IRAs, 401(k)s, RSUs, Stock Options and ESOPs," part of our Wealth Education for the Next Generation Series. You'll have the opportunity to learn how retirement plans, equity compensation and employer sponsored benefits can become powerful engines of long-term wealth. Register Here:
https://livesocial.seismic.com/aaj6v9

07/23/2026

After a sharp market rebound, high earnings expectations and shifting leadership in Big Tech are keeping investors on alert.

See Morgan Stanley Wealth Management's latest perspective on what's driving the churn and portfolio moves to consider in a choppy market.

morganstanley.com

07/21/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/wGx0t https://livesocial.seismic.com/aEeTb5

07/16/2026

Small summer goals can make a big difference. Here are a few simple, realistic ideas to support your health this season, from hydration and movement to sleep and stress care.

teladochealth.com