The Westchester Group at Morgan Stanley

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Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that...
06/05/2026

Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that includes a resolution of the oil supply shock.

morganstanley.com

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit...
04/17/2026

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit concerns and the oil price spike. Find out how to navigate through the volatile backdrop in On The Markets.

morganstanley.com

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more mone...
04/16/2026

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings: https://livesocial.seismic.com/aEvra5

Happy Halloween! I hope you have a spooky day!
10/31/2025

Happy Halloween! I hope you have a spooky day!

08/19/2025

I want to highlight a recent achievement of my partner, Joanna Rrezja. Joanna recently passed her CFP exam, earning herself the Certified Financial Planner designation! The team and I are very proud of Joanna for this achievement, and we look forward to all the success that this new credential will have on her career.

Hear from Morgan Stanley senior leaders as they discuss how the growth of AI is transforming industries, creating new ma...
07/02/2025

Hear from Morgan Stanley senior leaders as they discuss how the growth of AI is transforming industries, creating new markets and reshaping investment landscapes. https://livesocial.seismic.com/aYjr-R

Honoring our nation's heroes, thank you for your service.
05/26/2025

Honoring our nation's heroes, thank you for your service.

You still have time to max out your IRA contributions for the 2024 tax year (if eligible). Invest in your future retirem...
03/27/2025

You still have time to max out your IRA contributions for the 2024 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2025 tax deadline. Learn more here: https://livesocial.seismic.com/aEDLBc

Happy first day of Spring, cheers to new perspectives and a renewed sense of focus.
03/20/2025

Happy first day of Spring, cheers to new perspectives and a renewed sense of focus.

Join Morgan Stanley and OpenAI on Monday, March 24 for a look at the state of AI, latest advancements and how that trans...
03/19/2025

Join Morgan Stanley and OpenAI on Monday, March 24 for a look at the state of AI, latest advancements and how that translates to real-world impact.

Register now: https://livesocial.seismic.com/a4pcjT

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