Luke Myers at Morgan Stanley

08/19/2026

Most people think the value of a GPS is telling you where to go.

But the real value?

Helping you adjust when the road changes.

Picture this:

You're on a road trip with your family, you have your destination plugged into your GPS, and you follow every direction it tells you.

It alerts you if there is traffic or construction on your route, debris on the road, or cars stopped along the way.

What it can't predict are the unexpected events: flat tires, car accidents, kids needing a bathroom stop, etc.

Wouldn't you agree that your GPS can help you minimize the impact of these events, though?

That's why preparation matters.

You may have a plan for where you're going, but the real value comes from knowing how to adjust when life inevitably throws something unexpected your way.

Financial planning works the same way.

You may have goals, but life rarely moves in a straight line.

A financial plan helps give you direction.

A financial advisor helps you navigate the detours.

The role of an advisor isn't just to help you choose a destination, it is to give you greater confidence, help you stay on course, adjust when conditions change, and make informed decisions when emotions are high and the road ahead feels uncertain.

Because the best financial plans aren't static, they're built to evolve with you.

And having someone in the passenger seat who understands the map, the terrain, and your destination can make all the difference.

If it's been a while since you reviewed your financial plan, now may be a good time to make sure your route still matches your destination.

07/20/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/fEGhZ2

06/25/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/fmkdcJ

06/25/2026

Higher rates. Sticky inflation questions. Geopolitical headlines that change by the hour.

In an environment like this, it's tempting to ask: "What's the market going to do next?"

A better question is: "Is my financial plan built to hold up if I'm wrong?"

A few reminders:

- Rates change the math—especially for cash and bonds. Higher yields can make cash feel "comfortable," but comfort isn't the same as progress toward long-term goals. (Cash still needs a purpose.)
- Geopolitical risk is real, but headlines are not a strategy. Many geopolitical events create short-term volatility without changing long-term market trajectories—though truly disruptive events can reshape the landscape. The challenge is knowing which is which in real time.
- There's no "perfect hedge." Different geopolitical shocks hit markets in different ways, and the hedge for the immediate reaction may not protect against longer-term economic consequences.

That's why I'm a big believer in being plan-led rather than prediction-led:

~ Clarify what you're trying to accomplish (goals + timeline).
~ Match the right tools to the job (cash, bonds, equities, diversification).
~ Stress-test the plan for multiple scenarios (rates higher for longer, growth slowdown, inflation flare-ups).
~ Rebalance with discipline—don't react emotionally to noise.

Because a portfolio isn't the goal. It's the funding vehicle for the goal.

If you'd like, I'm happy to share a simple checklist I use with families to pressure-test a plan in today's environment.

06/23/2026

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to start a conversation that could protect your loved one's sensitive information and assets in this article. https://livesocial.seismic.com/fLkJDD

06/09/2026

Last week I traveled up to Purchase, NY for Morgan Stanley's 2026 FAA National Summit.

It was an energizing opportunity to connect with great colleagues across the Firm, share our best practices, and focus on how we continue to deliver high-quality and industry leading experiences.

A few themes I'm taking away:
- Client-first ex*****on: staying anchored to goals-based planning and clear communication.
- Consistency in process: using repeatable workflows to drive better outcomes and reduce friction for clients and teams.
- Collaboration across the Firm: learning from one another and scaling what works.
- Continuous improvement: sharpening our skills, embracing feedback, and investing in development.

Grateful for the speakers, organizers, and everyone who contributed to the conversations.

Looking forward to putting these ideas into action with our team and continuing to raise the bar for our clients!

06/04/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

06/02/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/EgPNw https://livesocial.seismic.com/f2PgPk

05/31/2026

Introducing "From Vision to Structure: Architecting a Family Office," a new resource from Morgan Stanley Family Office that offers strategic insights into building and managing a family office. Discover how to create a cohesive framework that supports thoughtful decision-making and operational efficiency. https://livesocial.seismic.com/fzESAH

04/09/2026

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/lOKci