The Navigation Group at Morgan Stanley

10/09/2026

As Service Professionals Week comes to a close, we want to recognize the professionals whose expertise, dedication, and client-first approach help us deliver exceptional service every day.

Their contributions strengthen our team, support our clients, and help create the experiences that matter most. We are grateful for their commitment and proud to celebrate them this week.

10/01/2026

October is both National Financial Planning Month and National Estate Planning Month.

While markets and goals may change over time, one thing remains constant: the importance of having a plan.

Financial planning helps create a roadmap for your future, while estate planning helps ensure your wishes are carried out and your loved ones are cared for according to your intentions.

This month is a great reminder to review your goals, beneficiary designations, and overall strategy to make sure everything still reflects what matters most.

morganstanley.com

09/24/2026

The September 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. 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

09/22/2026

The first days of fall are here! There is something special about these first days of autumn - the crisp mornings, golden light, the trees putting on their annual show and the unmistakable feeling that a new season is upon us. It's a beautiful reminder that change can be something to look forward to.

09/21/2026

World Gratitude Day is a meaningful reminder to pause and recognize the relationships that make each day more impactful.

I'm grateful for my clients, colleagues, and community for their continued trust, engagement, and willingness to share their perspectives.

Thank you for the conversations, collaboration, and relationships we've built together. I sincerely appreciate the opportunity to work alongside and learn from so many great people.

09/18/2026

September 18 is Cheeseburger Day! This is a "Day" I can support. And how do you celebrate such a momentous occasion? By enjoying cheeseburgers with your team, of course.

09/16/2026

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09/11/2026

As the Jewish New Year approaches, we wanted to pause and send warm wishes to you and your family. We hope that this season is filled with reflection, renewal, and moments of celebration with your loved ones.

May the year ahead bring you health, happiness, peace, and prosperity.

Shanah Tovah!

09/11/2026

This year marks the 25th anniversary of September 11, 2001.

We pause to remember those who lost their lives on September 11, including the Morgan Stanley colleagues we lost that day. We honor the courage and sacrifice of the first responders and recognize the countless individuals who showed extraordinary bravery and compassion.

Twenty-five years later, we continue to reflect on their memory and on the resilience and unity shown in the days that followed. Our thoughts remain with their families, friends, and all who were affected.

09/07/2026

Wishing you a wonderful Labor Day Weekend!

This holiday is a time to honor the hard work, dedication, and perseverance that shaped our everyday lives and strengthen our communities. It's also a reminder to pause, reflect on accomplishments, and enjoy the rewards of your efforts. May your weekend be filled with relaxation, good company, and moments that bring joy and inspiration for the season ahead.