The Gio Group at Morgan Stanley

09/07/2026

Happy Labor Day!

Today, we recognize the dedication, resilience, and contributions of workers across every industry who help move our communities, businesses, and country forward.

Labor Day is a reminder that progress is built through teamwork, commitment, and the everyday efforts of people who show up, solve problems, support one another, and strive for excellence.

Wishing everyone a safe, restful, and meaningful Labor Day.

09/03/2026

From his early days in the NFL to life beyond the game, NFL Pro Hall of Famer Larry Fitzgerald Jr. knows what it takes to build a successful career and the team to support it. Larry shares his lessons on planning, discipline and legacy, and how you can use them to build your future. If you're thinking about your next steps, let's talk.

09/01/2026

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.

morganstanley.com

08/27/2026

AI may help reduce friction in the mortgage refinancing process, potentially making it easier for homeowners to evaluate opportunities when rates move lower.

Morgan Stanley Research explores how AI-driven tools could reshape borrower engagement, refinancing activity and parts of the broader mortgage market over time.

morganstanley.com

08/26/2026

Grateful for the opportunity to attend a Bentley / Cirrus Aircraft event and connect with professionals across industries. It was an engaging afternoon centered on innovation, craftsmanship, and meaningful conversation.

Thank you to the hosts for the invitation and hospitality.

08/25/2026

The continued expansion of artificial intelligence is placing greater focus on the infrastructure required to support it.

Recent market activity has drawn attention to the scale of AI-related investment, potential return considerations and practical challenges, including compute capacity, energy needs, skilled labor, permitting and data center development.

Morgan Stanley Research examines how sustained demand for AI compute may continue to pressure supply and influence the next phase of infrastructure growth.

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08/20/2026

Planning for long-term care can be an important step in preparing for the future. Potential care needs may affect not only health care costs, but also retirement income, liquidity, tax considerations, family responsibilities and legacy planning.

Morgan Stanley highlights why incorporating long-term care considerations into a broader financial plan may help families evaluate options thoughtfully before decisions become urgent.

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08/18/2026

Back-to-school season can be a timely opportunity for families to talk with college-age students about responsible credit habits.

Morgan Stanley shares guidance for helping students understand credit cards, avoid common debt pitfalls, manage spending and build a stronger financial foundation as they transition through college and beyond.

morganstanley.com

08/14/2026

We were honored to be invited to a Morgan Stanley Round Table hosted by J.P. Morgan at their world headquarters in New York City.

It was a privilege to engage in thoughtful conversations with industry peers and leaders on the future of wealth management, client engagement, and the evolving needs of the families and individuals we serve.

While in NYC, we also had the opportunity to visit Morgan Stanley's world headquarters on Broadway. This served as a meaningful reminder of the firm's history, scale, and continued commitment to excellence.

Grateful for the experience, the dialogue, and the chance to keep learning alongside some of the best in the business.

08/11/2026

Where could bitcoin go from here? Explore a framework our strategists use to think about potential long-term returns.

morganstanley.com