Jamie Stallings - Financial Advisor at Morgan Stanley

06/06/2026

D-Day reminds us that history can hinge on ordinary people rising to extraordinary courage. Today, we honor their sacrifice with enduring gratitude and profound respect.

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/a-USZR

05/25/2026

This Memorial Day, The Wave Group honors and remembers the servicemembers who made the ultimate sacrifice. We're grateful for their courage and for the families who carry their legacy.

05/16/2026

Crypto may feel new, but the tax rules aren't. See how our advisors help translate complex requirements into clearer decisions.
https://livesocial.seismic.com/aWhymX

05/13/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/RhKKj

05/10/2026

Happy Mother's Day! The Wave Group celebrates all the moms and mother figures whose care, strength, and guidance shape brighter futures every day. Wishing you a joyful day of recognition and appreciation.

05/05/2026

Happy National Teachers Day! The Wave Group is grateful for the educators who inspire lifelong learning and help students build confidence for the future. Thank you for your dedication and the difference you make every day.

05/01/2026

As AI scales, rising data center power use and resource needs are pushing sustainability to the center of investment decisions.

brightcove.net

04/29/2026

As markets, policy, technology, and capital strategy become increasingly interconnected, investors face growing complexity. Now is the time for the Morgan Stanley Institute – a newsletter bringing together perspectives across disciplines, to separate signal from noise.
https://livesocial.seismic.com/1rnoz

04/22/2026

Earth Day is a good reminder that small, consistent actions can add up over time. Whether it's spending more time outdoors, being mindful of resources, or supporting local environmental efforts, simple choices can make a positive difference for our communities and future generations.