The Tidewater Planning Group at Morgan Stanley

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

09/06/2026

Happy National Read a Book Day! Today, we're celebrating the stories, ideas, and perspectives that inspire us to keep learning and growing. I asked the team to share what book is currently on their nightstands! What have you been reading lately?

Dave: Biological War by Annie Jacobsen
Gosia: Not Without My Daughter- a 1987 memoir by Betty Mahmoody detailing the escape of Betty and her daughter, Mahtob, from Betty's abusive ex-husband in Iran
Renee: The Women by Kristin Hannah
Peter: The Story Teller autobiography by Dave Grohl

09/01/2026

Back-to-school season has a way of making future goals feel very real.

New routines, new supplies, new schedules—and for many families, a renewed focus on what comes next.

Education planning is not only about one tuition bill or one school year. It is about understanding timing, priorities, cash flow, and how those pieces fit into the bigger picture for your family.

As the school year begins, it may be a good moment to step back and ask: What education goals are we planning for, and how do they connect to the rest of our financial life?

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08/26/2026

Dogs have a lot to teach us — patience, consistency, and the value of a good routine. The same can be true when it comes to building healthy financial habits.

08/23/2026

This Tell a Joke Day, our team wanted to share some of their favorite jokes.

Dave: My wife asked me, "Do you ever listen to me?" I thought, "that's a weird way to start a conversation."
Peter: Wanna hear a pizza joke? Never mind, it's too cheesy.
Kris: I'm trying to organize a hide-and-seek tournament, but good players are really hard to find.
Gosia: Why are fish so easy to weigh? Because they come with their own scales!
Renee: A 3-legged dog walks into a saloon and asks the bartender, "Who shot my Paw?"
Erin: Why was the calendar afraid? Because it's days are numbered!
Gail: I was going to tell a time-management joke, but I couldn't fit it in.

We hope these are enough to keep you laughing until next year!

08/18/2026

As The Odyssey brings a timeless journey back into the spotlight, Global Head of Fixed Income Research Andrew Sheets explores the recurring themes in market history—from deregulation to volatility—and why the past can offer clues, even when each cycle charts a path of its own. https://livesocial.seismic.com/ab7tdp

08/13/2026

Head of U.S. Public Policy Strategy Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe, examine the economics of the AI data center boom, the pushback and the policy implications. Listen here:

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08/10/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/aYSP11

08/05/2026

Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs in Thoughts on the Market. Listen here:

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07/31/2026

More streaming choices. More viewing time. More competition.

U.S. households now subscribe to more than five streaming services on average and spend more than three hours a day watching TV, movies and online video. As the market becomes more crowded, platforms are focused on what keeps subscribers watching. Learn more:

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