The Centaur San Diego Group at Morgan Stanley

07/24/2025

Optimism around the new tax law is propelling U.S. equities to records, but bond markets are signaling risk. What should you make of the mixed signals? Learn more: https://livesocial.seismic.com/aezx-e

07/23/2025

Don't let cybercriminals ruin your vacation. Here are three steps you can take to help protect your devices and data while traveling. https://livesocial.seismic.com/aIBtpw

07/21/2025

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

07/21/2025

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/aF3w_u

07/19/2025

Though making a budget may seem simple, sticking to one can be challenging. These five steps can help you create a budget you can stick to: https://livesocial.seismic.com/a7I-dE

07/17/2025

Could you benefit from adding gold or silver to your portfolio? Learn why investing in precious metals may be worth considering. https://livesocial.seismic.com/aAiCTV

07/16/2025

The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategist, break down the legislation, its implications for deficits and markets, and what it could mean for investors.

brightcove.net

07/13/2025

Don't let cybercriminals ruin your vacation. Here are three steps you can take to help protect your devices and data while traveling.

morganstanley.com

07/09/2025

From my grandmother's wisdom to my daughters' future- this journey of wealth began with the women who believed in me first. This video is dedicated to my grandma, my mother, my wife, Elizabeth and my girls, Talia and Layla- your strength shaped my life.

Women face unique challenges and opportunities when it comes to wealth- from longer life expectancy to career interruptions and the wage gap. Wealth management must go beyond numbers; it must honor their goals, protect their independence, and empower their legacy. This video is a step towards making sure women are seen, heard and supported at every stage of their financial journey.

A special recognition to the amazing women on our team: Ada Fausto and Emilia Rivera, along with Ashley Weinstein, our Digital VEA. If you would like to meet (in person or virtually) and discuss our specific strategies please reach out to us.

07/07/2025

With positive market momentum likely to remain in the near-term, consider how to position for the remainder of summer. Find out more in On the Markets.

morganstanley.com

07/01/2025

I'm not quitting now. Inside me, something clicked, it no longer matter what we did next. I didn't care. This has got to end sometime. Deprived of support in our environment and the support of our own bodies. The only thing propping us up was our belief in accomplishing the mission. COMPLETE HELL WEEK.

In psychology this belief is called SELF EFFICACY. EVEN WHEN THE MISSION SEEMS IMPOSSIBLE IT IS THE STRENGTH OF OUR BELIEF THAT MAKES SUCCESS POSSIBLE.

THE ABSENCE OF THIS BELIEF, GUARANTEES FAILURE.

"A strong belief in the mission fuels our ability to focus, put forth effort, and persist. Believing allows us to see the goal. Complete hell week. And break the goal down into more manageable objectives."

Howard Wasdin- TEAM SEAL SIX