Catalyst Group

08/07/2025

A growing number of psychological and financial theories called "behavioral finance" is showing that during uncertain times, it's more important than ever to rely on available data and put aside emotion-fueled investing.

07/10/2025

Protecting your assets and personal information is a top priority for me. This article shares tips on how to respond if you suspect you've been hacked or scammed. As always, I'm here to help. https://livesocial.seismic.com/ahQW1g

07/04/2025

Wishing everyone a safe and joyful 4th of July! As we celebrate our nation's independence, it's a great time to reflect on the values of freedom, resilience, and opportunity that continue to shape our lives and communities.

I'm especially thankful for the men and women who serve and protect our country—those whose dedication make our freedom possible.

Happy Independence Day.

06/20/2025

Time flies! Today is Summer Solstice, a midyear moment for us to take a breath, reflect, and reset as needed.

It's a great time to ask: Am I where I hoped to be—personally, professionally, financially?

As a financial advisor, I've found that some of the most productive conversations happen during this quieter season, when there's space to think clearly and plan intentionally for what's next.

Here's to using this summer to recharge and realign with what matters most.

06/16/2025

The number of robots that resemble and act like humans is likely to reach nearly 1 billion by 2050, with China currently leading in development. Click the article to read more.

morganstanley.com

06/11/2025

Given all the talk around deregulation, I thought this was an interesting read. From crypto and AI to biotech, looser rules could give certain sectors a lift. Our strategists break down the key risks—and where they see the biggest opportunities.

morganstanley.com

05/21/2025

Morgan Stanley sits down with Williams president and CEO Alan Armstrong to discuss how Williams is meeting record energy demand while driving decarbonization, innovation, and behind-the-meter solutions.

morganstanley.com

05/14/2025

Investing wisdom holds that "time in the market beats timing the market," especially when volatility spikes. It's critical to avoid emotional investment decisions during periods of market volatility.

Learn more about why in Morgan Stanley's latest Market Essentials.

morganstanley.com

05/08/2025

Tariff volatility has eased, but a new bull market remains at bay. How should you invest? Morgan Stanley Wealth Management's Lisa Shalett shares portfolio moves to consider.

morganstanley.com

04/16/2025

In uncertain markets, alternative investments may be useful. They can provide income, diversification and return potential. Let's discuss if any strategies make sense for you.

morganstanley.com

04/11/2025

If you look at the value of most financial markets over the last few decades, you'll see they have grown dramatically. However, if you look more closely, you'll see they have grown in a series of peaks and valleys—not in a straight line. Some weeks, months or even years, investors will almost certainly experience losses in their investment portfolio.

morganstanley.com

04/08/2025

As President Donald Trump approaches his first 100 days in office, we'll take a closer look at the regulatory issues impacting institutions and the market outlook for institutions.

Register for this event here: https://livesocial.seismic.com/apIjaC