Anita Oplotnik

07/31/2026

Where could bitcoin go from here? Explore a framework our strategists use to think about potential long-term returns. https://livesocial.seismic.com/f19EFs

07/30/2026

Does your compensation extend beyond a traditional paycheck? Join us Monday, August 3 for "Planning for Retirement: IRAs, 401(k)s, RSUs, Stock Options and ESOPs," part of our Wealth Education for the Next Generation Series. You'll have the opportunity to learn how retirement plans, equity compensation and employer sponsored benefits can become powerful engines of long-term wealth. Register Here:
https://livesocial.seismic.com/f-VNEc

07/29/2026

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs.

brightcove.net

07/28/2026

As investors consider sources of income in today's market environment, some are taking a closer look at commercial real estate strategies built around long-term leases and contractual rent streams.

Watch the latest episode of The Alts Report to learn more about triple net lease investing and where the strategy may fit within a diversified portfolio.

The conversation features Brian Holzer, Head of Alternative Investments Distribution, and Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management.

Watch the full video: https://livesocial.seismic.com/_znc4

06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/f_wMj7

05/12/2026

I hope everyone had a wonderful Mother's Day spent with people who matter the most. I am feeling especially grateful for my family and the memories we share, and getting to celebrate a special day together- Kelli's wedding!

Thank you, moms, for everything you do.

01/20/2026

We are thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their trust and confidence have been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/fClaak ]

01/06/2026

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you approach your finances with confidence and set the stage for a successful 2026. Join Morgan Stanley on January 12 for "Money Mindset Reset - The Power of Financial Planning" to help you clarify your financial priorities, identify spending patterns and explore strategies for managing income, expenses and savings. https://livesocial.seismic.com/ffAdSd

12/02/2025

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: https://livesocial.seismic.com/fY983W