Brown and Burrus Group at Morgan Stanley

08/27/2026

With school starting back up, I thought this would be great to share. Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you. Feel free to reach out to discuss further.

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08/24/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. Feel free to reach out if you would like to discuss further.

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08/19/2026

Today is National Aviation Day. Here is to the pilots, crews, engineers, and controllers who keep the skies moving safely every day.

08/14/2026

National Financial Awareness Day is a good reminder that clarity often starts with a few simple questions: What matters most, what needs attention, and what habits are helping you stay organized? Small check-ins can make financial conversations feel less overwhelming.

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08/04/2026

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical factors, powered the S&P 500 to a new all-time high. Read more in the 1% Move report:

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08/03/2026

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season, spurred risk-on sentiment. Read more in the 1% Move report."

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07/30/2026

US equities advanced Thursday, as the "AI trade" rebounded and equal-weight underperformed for the first time in seven days. Read more in the 1% Move report:

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07/30/2026

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track and pivot when necessary. Feel free to reach out if you would like to discuss your progress.

morganstanley.com

07/29/2026

Social Media: "US equities fell sharply on Wednesday, as takeaways from the July FOMC meeting proved more hawkish-than-expected. Read more in the 1% Move report."

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07/24/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. Feel free to reach out if you would like to discuss further.

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