Egan Brown - Financial Advisor at Morgan Stanley

09/04/2026

US equities staged a broad advance Thursday as recent Fedspeak yielded net dovish takeaways, spurring risk appetite. Read more in the 1% Move report.

morganstanley.com

08/21/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/aILjJe

08/11/2026

As investors consider sources of income in today's market environment, some are taking a closer look at commercial real estate strategies built around long-term leases and contractual rent streams.

Watch the latest episode of The Alts Report to learn more about triple net lease investing and where the strategy may fit within a diversified portfolio.

The conversation features Brian Holzer, Head of Alternative Investments Distribution, and Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management.

Watch the full video: https://livesocial.seismic.com/xyJKv

08/07/2026

Private markets are an increasingly vital part of the financial ecosystem, but they've long been out of reach for many individual investors. At Morgan Stanley, we've been focused on thoughtfully expanding access—helping eligible clients incorporate private investments in a way that's aligned with their goals and overall portfolio construction.

Morgan Stanley Wealth Management's Private Markets and Alternatives Fund (PMAX) portfolios offer exposure to private equity, private credit and real assets, with asset allocation guided by Morgan Stanley's Global Investment Committee. The portfolios are now available to a broader range of investors, with lower investment minimums.

Investments in private markets involve a high degree of risk. Read the full news release, including important disclosures about liquidity, valuation and risks:
https://livesocial.seismic.com/aoCdJu

08/06/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/6QuYc

08/05/2026

Tapping your portfolio may trigger an unwelcome surprise: taxes. Morgan Stanley's Intelligent Withdrawals tool can help find tax-efficient ways to withdraw funds. Learn more. https://livesocial.seismic.com/a0Zx1a

08/04/2026

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical factors, powered the S&P 500 to a new all-time high. Read more in the 1% Move report:

morganstanley.com

08/04/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/a_56Mx

08/04/2026

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season, spurred risk-on sentiment. Read more in the 1% Move report."

morganstanley.com

07/30/2026

US equities advanced Thursday, as the "AI trade" rebounded and equal-weight underperformed for the first time in seven days. Read more in the 1% Move report:

morganstanley.com