The Curtis Group at Morgan Stanley

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©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or exc

luded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS #: 1024519
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Midyear outlooks can be most useful when they separate short-term noise from the longer-term forces shaping markets and ...
06/02/2026

Midyear outlooks can be most useful when they separate short-term noise from the longer-term forces shaping markets and the economy.

morganstanley.com

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan...
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/aDsJEJ

US equities climbed Friday as the re-opening of the Strait of Hormuz fueled optimism for a near-term end to the Middle E...
04/19/2026

US equities climbed Friday as the re-opening of the Strait of Hormuz fueled optimism for a near-term end to the Middle East conflict. Read more in the 1% Move report.

morganstanley.com

US equities rallied over 2% as risk-appetite rebounded sharply in response to President Trump's announcement of a two-we...
04/08/2026

US equities rallied over 2% as risk-appetite rebounded sharply in response to President Trump's announcement of a two-week ceasefire with Iran. Read more in the 1% Move report.

morganstanley.com

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit...
04/07/2026

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit concerns and the oil price spike. Find out how to navigate through the volatile backdrop in On The Markets.

morganstanley.com

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that ...
04/06/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aDVoY_

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career...
04/02/2026

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career & Elevating your Elevator Pitch" session on April 6, where our panel of experts will share their career stories, pivotal moments and the values—like purpose, adaptability, and integrity—that have shaped their success. You'll also learn how to craft a compelling elevator pitch, helping you articulate your unique value and advance your career with confidence. https://livesocial.seismic.com/aG7kUR

Congratulations to all of the Morgan Stanley teams recognized as a 2026 Forbes Best-In-State Wealth Management Team. The...
01/14/2026

Congratulations to all of the Morgan Stanley teams recognized as a 2026 Forbes Best-In-State Wealth Management Team. They continuously demonstrate a commitment to taking care of their clients, with an eye toward raising 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/aVdSw- ]

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you a...
01/08/2026

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/vDPxk https://livesocial.seismic.com/aY1GT8

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