The Des Moines Group at Morgan Stanley

08/27/2026

One practical takeaway from the AI conversation: better tools can lead to better questions.

In refinancing, that might mean getting to the real drivers sooner, break-even timing, total costs, and how the decision fits with future plans.

As AI becomes more common in mortgage workflows, the process may feel less opaque. That's a meaningful shift for households trying to make thoughtful decisions.

morganstanley.com

08/20/2026

One way to keep AI "investable" (and not just exciting) is to focus on constraints.

Constraints force tradeoffs, where capital goes first, which projects get prioritized, and how quickly capacity can come online. Those tradeoffs can influence earnings paths across multiple industries, not just the companies building the models.

It's a useful reminder to stay diversified and to keep decisions anchored to your time horizon, especially when a theme is moving fast.

morganstanley.com

03/04/2026

Discover how major policy moves in Washington could affect the economy, markets and your portfolio.

morganstanley.com

02/25/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/a8lUt1

02/03/2026

In case you missed it, we invite you to watch the replay from our New Year, New Bill: What it Means for You session with Wealth Management's Chief Investment Officer Lisa Shalett, Head of Financial Planning Anthea Tjuanakis Cox, and Head of US Policy Monica Guerra as they discuss: Understand the One Big Beautiful Bill Act and its implications.

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01/26/2026

We are excited to share that 3 team members have been promoted! Tom Hunt and Jim Baker have been promoted to Senior Vice President and Zach Bouslog has been promoted to Vice President!

Thankful for the continued trust and support of our clients, who make this work meaningful every day. Looking forward to what's ahead. Onward!!

01/23/2026

Huge congratulations to an integral member of our team, Christy Wetrich. Today, Christy celebrates not only her 19 year work anniversary at Morgan Stanley, but also a well deserved promotion to Assistant Vice President. We're continuously grateful to have you Christy!

01/21/2026

Morgan Stanley has been ranked #4 on Forbes' America's Best Companies 2026 list, making it the top-ranked firm in the banking and financial services category. This honor reflects our dedication to fostering a culture of excellence and our unwavering commitment to our clients. View the full list here: https://www.forbes.com/lists/best-companies?gv6=cf1c9fec-b41c-4b68-ba79-d70d0b2268ec

[Source: Forbes (Awarded Nov 2025). Data compiled by Forbes based for the period Jan 2024 – Sept 2025. https://www.morganstanley.com/disclosures/awards-disclosure.html ]

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