The Riverstone Group at Morgan Stanley

03/16/2026

As spring approaches, tax season offers an important opportunity to pause, review, and ensure that each element of your financial life is working together as effectively as possible. With recent legislative changes and evolving tax considerations, we've included several timely resources in this edition of our newsletter to help you stay informed and prepared.

As always, if you have any questions, concerns, or would like to discuss any aspect of your financial plan, please don't hesitate to reach out. We're here to help. https://livesocial.seismic.com/aAVik8

02/17/2026

This month, we're sharing the Morgan Stanley analysts' latest market report, along with a hand-selected set of articles focused on both opportunity and protection—ranging from practical ways to stay cyber-safe, to an overview of how the SECURE 2.0 Act will affect catch-up contributions for certain high earners beginning in 2026, and an updated look at mortgage rate expectations, which are currently projected to trend lower in 2026. Additionally, we've added a new section to our newsletter that spotlights Morgan Stanley resources - We're launching this section with an introduction to how you can access your tax documents as they become available through Morgan Stanley Online.

We hope this month's insights provide clarity, perspective, and a helpful foundation for thoughtful planning in the months ahead. As always, we're here to answer questions or discuss how these developments may relate to your personal goals. https://livesocial.seismic.com/abAsVQ

02/16/2026

This Presidents' Day, we honor the great leaders whose vision and service helped shaped our nation.

01/07/2026

As we step into the new year, January offers a natural moment to pause, reflect, and refocus on the financial landscape ahead. Check out our recent newsletter to discover 2026 insights! https://livesocial.seismic.com/aZeLsc

11/11/2025

Honoring the brave men and women who have served our country with courage and dedication. This Veterans Day, we express our deepest gratitude to all veterans for their sacrifices and commitment to protecting our freedoms.

10/10/2025

Morgan Stanley's 90-year legacy of excellence continues to inspire innovation and growth. Discover how our history shapes our forward-thinking approach:
https://livesocial.seismic.com/FLh_u

09/26/2025

As we approach the end of September, I am pleased to share our latest newsletter with you. I encourage you to visit the link to explore these valuable resources and stay informed. https://livesocial.seismic.com/ad0dnx

01/31/2025

01/24/2024

Thank you to Forbes for the recognition on this year's Best-In-State Wealth Management Teams ranking.

Thank you to our clients for the opportunity to work together. We appreciate the relationships we have built and the trust you have placed in us and our team.

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://www.morganstanley.com/disclosures/awards-disclosure/)] https://livesocial.seismic.com/aHtnOa

06/21/2023

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete these tasks to make sure everything is aligned.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

03/10/2023

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

03/09/2023

Stocks fall, bonds rally as markets await tomorrow's jobs report. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.