The Medina Partin Weiss Group at Morgan Stanley

06/09/2026

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

06/01/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

05/25/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

05/19/2026

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track and pivot when necessary. https://livesocial.seismic.com/ahJ-Fw

05/12/2026

In today's dynamic economic environment, strategies that worked before may not be as effective. Learn how Alternative investments could play a valuable role in your portfolio.

Learn More Here > https://www.morganstanley.com/articles/alternative-investments-key-themes?cid=smfa-null-20260303

05/04/2026

Our team is proud to share that Bo has been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors!

​This distinction reflects a range of criteria, including assets under management, firm nomination, years of experience, and adherence to best practices. Most importantly, this recognition wouldn't be possible without the confidence of our clients and the dedication of our team.

Source: Forbes.com (Awarded 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html

04/27/2026

The MPW group successfully celebrated "Bring Your Child to Work Day," fostering a positive, family-friendly culture by inviting children to experience their parents' workplaces!

04/20/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/a6a62S

04/13/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/MjmxZ https://livesocial.seismic.com/a1tdiA

04/08/2026

Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors.
https://livesocial.seismic.com/akBXLU