Rob Hall, Financial Advisor at Morgan Stanley

03/13/2026

In recognition of Women's History Month, Lauren Hochfelder, Global Head of Real Assets at Morgan Stanley Investment Management, joins Chief Client Officer Mandell Crawley on Hard Lessons to share her perspective on making out-of-consensus calls—from capturing e-commerce tailwinds to repositioning a commercial office portfolio—and to highlight the leadership and decision-making that continue to shape the industry.

morganstanley.com

03/11/2026

Planning a Roth conversion? This article explores how pairing a Roth IRA conversion with charitable giving, such as contributing to a Donor-Advised Fund in the same year, may help align retirement and philanthropy goals and improve tax efficiency. Read Eileen Tam's overview of key considerations, including timing, potential tax impacts and how these strategies can fit within a holistic plan. https://livesocial.seismic.com/aL-njJ

10/21/2025

In honor of Estate Planning Awareness Week, take a moment to consider how estate planning can help to protect your family's future. It's not just for the wealthy, everyone can possibly benefit from having a plan. A solid estate plan can help to ensure that your assets are distributed according to your wishes, can designate trusted individuals for financial and healthcare decisions, and can keep your beneficiary designations current.

Estate planning is an ongoing process that should adapt to life changes. I'm here to help you create a plan tailored to your needs. Let's start the conversation about securing your legacy. https://livesocial.seismic.com/apJZG6

10/16/2025

Explore the complexities of equity compensation taxation. Gaining insight into the tax implications of your equity compensation can be beneficial for informed financial planning. Enhance your understanding to better navigate these complexities. https://livesocial.seismic.com/aeq2Pi

10/13/2025

Monica Guerra, head of US Policy for Wealth Management dives into the economic and market impacts of government shutdowns, a timely topic given the current budget dispute.

brightcove.net

10/02/2025

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money and data and educate you on the latest scams. https://livesocial.seismic.com/aIt46L

09/30/2025

Protecting your personal information online is more important than ever. Join our next Wealth Education for the Next Generation virtual event on Monday, October 6th to discover essential cybersecurity practices and develop responsible social media habits that will help safeguard your digital presence in today's interconnected world. Register here: https://livesocial.seismic.com/a5rm0y

09/26/2025

Morgan Stanley's 90-year legacy of excellence continues to inspire innovation and growth. Discover how our history shapes our forward-thinking approach:
https://livesocial.seismic.com/YgtiG

09/17/2025

What financial goals do you want to achieve before year-end? Let's talk about moves you can make this fall to help set yourself up for success. https://livesocial.seismic.com/adf_xn

09/11/2025

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

09/08/2025

Is your business ready to accelerate its growth trajectory? Uncover the key strategies that can unlock broader momentum and drive significant progress. This article sheds light on the pathways to achieving sustained business success.

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