Brown and Burrus Group at Morgan Stanley

06/09/2026

It's important to check in on progress toward your retirement plan, especially when market volatility arises. This simple article from Morgan Stanley lays out a six- step retirement checkup. Feel free to reach out if you would like to discuss your progress.

morganstanley.com

06/05/2026

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report.

microsoft.com

05/29/2026

Today is 529 day, a friendly reminder about 529s. They're tax friendly, flexible, and available to anyone. Yet, 529 education investment plans are still underused. Here are five points that parents, grandparents, and anyone hoping to get a leg up on education costs need to know. Feel free to reach out if you would like to discuss further.

morganstanley.com

05/19/2026

Asset allocation gets the spotlight. Asset location quietly does the heavy lifting. This article points out that deciding where to hold certain assets (taxable vs tax-advantaged) could change after-tax outcomes, especially over long horizons. Click to read the full piece.

morganstanley.com

05/15/2026

US equities fell Friday as oil-related inflationary pressures spurred a surge in global sovereign bond yields. Read more in the 1% Move report.

morganstanley.com

05/14/2026

Big news on our team: Eric's son, Jackson, was recognized as Scholar Athlete of the Year at the University of Nebraska–Omaha. Congratulations, Jackson.

05/10/2026

Happy Mother's Day from the Brown and Burrus Group to our own Rachel Long, and to all the moms out there! We hope you enjoy your day.

05/06/2026

US equities climbed to a new record high on Wednesday amid optimism surrounding a near-term end to the US-Iran conflict. Read more in the 1% Move report.

morganstanley.com

04/30/2026

The S&P 500 surged to new highs Thursday as robust corporate earnings and solid US macro data reinforced confidence in the durability of AI-driven economic growth. Read more in the 1% Move report.

morganstanley.com

04/30/2026

Two anniversaries in a little over a week has a way of stopping you in your tracks. Last week, Kevin celebrated Cramer and Emily Brown's church wedding (4/20/2024), and this week he's remembering Jonathan and Autumn Stratton's beach wedding (4/30/2025). Different settings, same feeling: gratitude for the people who make a family.