Tri-Valley Group at Morgan Stanley

04/24/2026

April is National Financial Literacy Month. Even if you already have a good grasp of your finances, brushing up on the basics can help you navigate major money decisions.

I just posted an article on my website: "6 Steps to Financial Literacy."

Click the link below and head to the tab "Timely Insights" to read more.

morganstanley.com

03/08/2026

Happy International Women's Day.

Today is a reminder that equity is built in the real world—through access, opportunity, and the everyday choices that shape belonging.

As a financial advisor, I'm grateful for the women I learn from every day: clients, colleagues, mentors, and leaders who raise the standard and make room to empower others.

02/23/2026

Artificial Intelligence and robotics are rapidly transforming the global economy. Join Morgan Stanley for "The Robots Are Coming: AI Gets Physical," a virtual discussion that will explore how AI and robotics are reshaping industries and redefining productivity, labor and investment opportunities. Register here: https://livesocial.seismic.com/ahCegu

02/20/2026

Tax Day will be here before we know it.

If you'd like a simple checklist to help you get organized ahead of the filing deadline, visit the link below and head back to my website to read the article "Are You Prepared for Tax Day?"

morganstanley.com

02/11/2026

This month's website spotlight outlines 7 steps that may help reduce taxes on your income and investment portfolio—including tax-loss harvesting and planning strategies that support long-term wealth building. To read the full post, visit my website using the link below. https://livesocial.seismic.com/aGkACs

02/02/2026

Happy Groundhog Day!

Whether the groundhog sees its shadow or not, it's a fun annual reminder that spring is on the horizon.

Fun fact: The tradition traces back to Candlemas celebrations in Europe, where people used weather patterns on Feb 2 to predict the remaining length of winter; German immigrants later brought a version of this custom to Pennsylvania, where the groundhog became the "forecaster."

01/19/2026

Today, we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope, and progress continues to inspire us and future generations. As he profoundly stated, "I have also decided to stick with love, for I know that love is ultimately the only answer to mankind's problems." Let us embrace his message of love and unity to drive positive change

12/31/2025

As we prepare to welcome 2026, here's a fun fact to kick off the celebrations: Did you know that the tradition of making New Year's resolutions dates back over 4,000 years to the ancient Babylonians? They were among the first to hold recorded celebrations in honor of the new year.. Wishing everyone a year filled with success and new beginnings.

12/23/2025

Sending warm holiday wishes your way! May this season bring you peace, joy, and the opportunity to create beautiful memories with those you hold dear. Happy Holidays!

11/27/2025

Happy Thanksgiving!

May your holiday be filled with warmth, joy, and the company of good friends and family. Wishing you a delightful and memorable Thanksgiving!

In light of the holiday our office will be closed on Thursday 11/27, and will close early at 12 PM PST on Friday 11/28.

10/17/2025

This October, we're reminded of the strength and courage of those affected by breast cancer. It's a time to come together, raise awareness, and support the ongoing fight against this disease.

Join me in spreading awareness and showing support for those who need it most. Together, we can inspire hope and drive change.