The Osborn Group at Morgan Stanley

08/26/2026

Higher rates and the next phase of AI investing are raising the bar. In today's market, discipline and selectivity matter more than ever.

morganstanley.com

08/18/2026

The most effective scams do not always look like scams at first.

They may arrive as a text, a call, an email, or a message that appears to come from someone familiar. The common thread is usually pressure: respond quickly, click here, provide information, or take action before you have time to think.

That pause matters. Verifying the source, avoiding unsolicited links, and calling back through a trusted phone number can help you stay in control when something feels urgent.

morganstanley.com

08/07/2026

What can history teach us about today's markets?

Not a prediction, but perspective: cycles often share familiar themes, while still unfolding in ways that require patience, discipline, and context.

morganstanley.com

08/03/2026

A midterm election can feel like a market event before it ever becomes one.

Headlines tend to move quickly during election years, but the more useful lens may be slower-moving: policy direction, Federal Reserve actions, inflation trends, geopolitics, and the broader economic backdrop.

For investors, the challenge is not ignoring the news. It is knowing which developments may be meaningful and which may simply add noise. A steady planning framework can help keep short-term political shifts in perspective while focusing on the factors that may have more lasting market impact.

morganstanley.com

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/a4SUgm

07/10/2026

Steady consumer trends, large-scale AI investment and the evolving role of private credit are driving new opportunities—and new competition—across financial institutions.

morganstanley.com

07/09/2026

Morgan Stanley's Macro ↔ Micro Markets Forum examined how AI, geopolitics and shifting capital flows are creating new opportunities across markets and asset classes.

morganstanley.com

07/07/2026

Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds

morganstanley.com

07/04/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

07/01/2026

After years of strong growth, rising costs are prompting more selective pet spending and slowing industry expansion.

morganstanley.com