The South Bay Group at Morgan Stanley

08/28/2026

Back to the books for these two!

A new school year brings fresh focus, and a chance to regroup, and move forward with intention. As we return to our fall routines, consider it a useful checkpoint:

- Are your plans still aligned with your priorities?
- Have there been changes in your family, career, business, or long-term objectives?
- Are there decisions worth addressing before year-end?

https://advisor.morganstanley.com/andy.dilsaver

08/12/2026

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/Y9AMy

07/31/2026

Crypto scams are becoming more sophisticated by the day. Discover strategies to identify common scams and safeguard your assets.

morganstanley.com

07/29/2026

What are digital assets? Learn how crypto, stablecoins and tokenization work—and the risks to consider. https://livesocial.seismic.com/aOWNag

07/24/2026

Blockchain is the tech behind cryptocurrency. Let's discuss what that means for security, transparency and real world use. https://livesocial.seismic.com/aczn7N

07/17/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/aI2ftu

07/14/2026

The IPO market is gaining momentum in 2026, with broader sector participation, deeper investor engagement and continued activity across equity capital markets. https://livesocial.seismic.com/aEd0ID

07/09/2026

Thinking about an IPO? Learn the difference between requesting shares at the offering and buying after trading starts, plus the risks that matter most. https://livesocial.seismic.com/aIZHd8

07/06/2026

How can investors navigate the latest phase of the cryptocurrency cycle? Our strategists share insight. https://livesocial.seismic.com/MHXhs https://livesocial.seismic.com/agH_n-

07/04/2026

Today we honor the ideals that shaped our nation—and the responsibility that comes with them. With the 250th Independence Day on the horizon, I feel a renewed sense of optimism about what we can build when we lead with integrity, gratitude, and conscience.

Looking back at these July 4th family photos over the years, I'm reminded that the best celebrations are the ones that bring us closer—around the table, under the fireworks, and in the everyday moments that matter most.

Have a meaningful, safe, and happy Fourth of July.