The Navigation Group at Morgan Stanley

08/13/2026

The August Newsletter from the Navigation Group is now available on our website under the "Monthly Newsletters" tab.

Our 2026 theme, "Your Financial Passport: A Year of Traveling Toward Financial Empowerment" is all about moving with intention, clarity, and confidence as you navigate your financial life.

Every traveler values protection — from seatbelts and travel insurance to safety procedures that help us navigate the unexpected. August offers a timely reminder to apply that same mindset to financial planning through risk management and emergency preparedness. Reviewing insurance coverage, maintaining emergency funds, and evaluating long-term protection strategies can help provide stability during uncertain times and keep financial plans moving forward.

We're excited to travel alongside you this year and help ensure every step of your financial journey is purposeful, efficient, and aligned with where you want to go.

morganstanley.com

08/06/2026

Donor-advised funds hold more than $300 billion in charitable assets in the U.S. Learn how they can support impact investing and help create new funding opportunities for mission-driven startups.

morganstanley.com

07/04/2026

06/30/2026

The 2026 FIFA World Cup could drive revenue opportunities across media, plus potential gains across consumer sectors and the broader economy.

morganstanley.com

06/24/2026

The June Newsletter from the Navigation Group is now available on our website under the "Monthly Newsletters" tab.

Our 2026 theme, "Your Financial Passport: A Year of Traveling Toward Financial Empowerment" is all about moving with intention, clarity, and confidence as you navigate your financial life.

Mid-journey is often where you learn the most—exploring new possibilities, refining your approach, and gaining perspective. June reflects this stage by focusing on retirement planning, career milestones, and long-term income strategies. It's a good time to pause, review your progress, and confirm that your current direction still aligns with your goals.

Remaining open to adjustment can uncover new opportunities while keeping long-term priorities in view. Taking time now to revisit your goals can help keep your financial plan on track in the months ahead.

We're excited to travel alongside you this year and help ensure every step of your financial journey is purposeful, efficient, and aligned with where you want to go.

morganstanley.com

06/21/2026

Today we celebrate the fathers and father figures who work hard, support their families, and inspire those around them. Thank you for the many ways you make a difference each day. Happy Father's Day!

05/29/2026

🎓Happy 5.29 Day!

Today we're celebrating the power of planning ahead. A little saved today can help create big opportunities tomorrow, from tuition and books to future dreams and goals.

A 529 plan can help families invest in education while preparing for what's ahead. Because the best gift you can give the next generation is opportunity.

05/25/2026

As we gather with friends and family to celebrate Memorial Day, we honor the men and women who have served, those who have made the ultimate sacrifice, and those who continue to serve.

05/13/2026

The May Newsletter from the Navigation Group is now available on our website under the "Monthly Newsletters" tab.

Our 2026 theme, "Your Financial Passport: A Year of Traveling Toward Financial Empowerment," is all about moving with intention, clarity, and confidence as you navigate your financial life.

Just as a successful journey requires looking beyond the next stop, May's newsletter focuses on the broader horizon: education planning, financial stewardship for children, and long-term family objectives.

From optimizing education savings to fostering early financial literacy, these strategies offer essential direction for the years ahead. Investing in thoughtful preparation now creates a more stable path for your family's future.

This month, we celebrate the women who guide and support our communities for Mother's Day. We also join the nation in observing Memorial Day, pausing to honor the service and sacrifice of those who have defended our country.

We're excited to travel alongside you this year and help ensure every step of your financial journey is purposeful, efficient, and aligned with where you want to go.

morganstanley.com

05/10/2026

I want to take a moment to celebrate the strength, love, and care that mothers bring to the world. To all the mothers and those who nurture others, thank you for the impact you make each day.

Have a wonderful Mother's Day and enjoy your weekend!