The Carder Hartman Pattisall Group at Morgan Stanley

05/13/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

04/20/2026

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk.

morganstanley.com

04/17/2026

Our team proud to share that Carder has been recognized in the 2026 Forbes Best-In-State Wealth Advisors ranking! Everyone at The Carder Hartman Pattisall Group is proud of your leadership and the way you continue to raise the bar for excellence in our industry.

Please join us in congratulating CJ on this outstanding and well-earned honor.

[Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026?ET_MID=noloc&ET_MID=nomsai&gv6=e1dd8b78-0f19-41cd-8a85-2324626ca1d5]

04/13/2026

Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors.
https://livesocial.seismic.com/aBbBLm

04/09/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/aeVgLZ

04/08/2026

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/aZkljH

04/06/2026

The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too long.

morganstanley.com

04/02/2026

As we welcome the start of spring, our team would like to take a moment to wish everyone a Happy Easter! In observance of Good Friday, our office and the stock market will be closed on Friday, April 3rd.

We hope you enjoy your weekend!

03/26/2026

With the Iran war escalating, is your portfolio positioned for both higher energy costs and higher rates? Learn more here: https://livesocial.seismic.com/aTx8Lc

03/06/2026

As the market fluctuates, it's easy to feel uncertain. This article shares five strategies that can help you navigate through the turbulence. https://livesocial.seismic.com/a4W6a3