Nicholas Hasselkus, Vice-President Financial Advisor at Morgan Stanley

06/10/2026

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency.

brightcove.net

06/09/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios. For more insights: https://livesocial.seismic.com/PpMIo

06/08/2026

Monday, June 8 marks 200 days until Christmas, which means it's officially time to start future-you planning (because December-you will be busy). A little saving now can help make holiday spending feel a lot less like a surprise. If you'd like to talk through simple ways to build a holiday savings plan, happy to connect to discuss more. https://login.morganstanleyclientserv.com/ux/scheduler/sip/get-started?fa=089dd1fd30be045ccbd01ac92f80f79f5310fa93f11ce8715ff9994aa613be7f&cid=smfa-null-20260430

06/05/2026

Just finished "The Age of Entitlement" by Christopher Caldwell. His position states that 1960s reforms aimed to make America fairer. However, this led to new problems—like alienation and a sense that society must keep being reshaped on a forward basis. He links these shifts to today's political division using many examples over the decades.

06/04/2026

Summer is a great time to pause, recharge—and take a quick look at your retirement strategy. This article highlights practical ways to make the most of your retirement savings, from maximizing contributions to reviewing your investment approach and staying on track toward long-term goals. Happy to connect to discuss more: https://login.morganstanleyclientserv.com/ux/scheduler/sip/get-started?fa=089dd1fd30be045ccbd01ac92f80f79f5310fa93f11ce8715ff9994aa613be7f&cid=smfa-null-20260430

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05/29/2026

National 529 Day (5/29) is a good reminder that education is a major investment—one that often takes years of careful, advance planning. With education costs rising, starting early in a dedicated, tax-advantaged account can help families stay on track. Here are 5 things you may not know about 529s, but should.

morganstanley.com

05/26/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aRXHVb

05/25/2026

Memorial Day—first known as Decoration Day—emerged in the years following the Civil War and was first widely observed in 1868, when communities honored Union soldiers by adorning their graves. Over time, the day broadened in purpose to recognize all U.S. service members who lost their lives in service. Designated a federal holiday in 1971, Memorial Day is now observed on the last Monday in May.

At The Arcadia-Biltmore Group, we pause to remember the courage and sacrifice of those who gave their lives for our country, and we also recognize the steadfast support and devotion of the families who stood behind them.

05/19/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

05/15/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. If you'd like to discuss more, book a meeting here: https://login.morganstanleyclientserv.com/ux/scheduler/sip/get-started?fa=089dd1fd30be045ccbd01ac92f80f79f5310fa93f11ce8715ff9994aa613be7f&cid=smfa-null-20260430

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