CGE Group at Morgan Stanley

06/01/2026

In recognition of Global Day of Parents Day, here's some sage Credit Advice for Parents of College Students: Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life: https://www.morganstanley.com/articles/sage-credit-advice-college-students

05/29/2026

Happy National 529 Day! Whether you're just starting to plan or reviewing your current approach, it can help to revisit your education savings strategy. More information and resources and next steps: https://www.morganstanley.com/what-we-do/wealth-management/529-plan-options-save-for-college?cid=smfa-null-20250529

05/25/2026

Remembering and honoring the service members who gave their lives for our nation, and recognizing the loved ones who continue to carry their memory forward. Wishing you a reflective Memorial Day.

05/21/2026

2026 Midyear Investment Outlook: Constructive, Not Complacent.
AI-driven infrastructure capex supports risk assets, especially U.S. equities, despite geopolitical/energy volatility. Credit may face spread pressure from heavy AI-related issuance. https://www.morganstanley.com/insights/articles/investment-outlook-midyear-2026

05/14/2026

Founder Survey Reveals Insights on Growth, Capital and the Path to Liquidity
Founders are broadening capital strategies, embracing interim liquidity solutions such as tender offers, and paying close attention to IPO readiness, according to Morgan Stanley's Founder Survey.
https://www.morganstanley.com/insights/articles/founder-trends-survey-fundraising-liquidity-ipo

05/08/2026

To all the moms and mother figures, thank you for the lessons that last, like kindness, confidence, and perseverance. Wishing you a meaningful Mother's Day and a moment to feel celebrated for everything you do.

05/05/2026

Happy National Teachers Day. Thank you to the educators who invest in students and communities every day through patience, preparation, and care.

04/30/2026

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Thank you to my amazing clients and team who helped make this recognition possible. It's an honor to be recognized among this exceptional group of my colleagues.

Forbes 2026 Best-In-State Wealth Advisors
Source: Forbes.com (2026). Data compiled by SHOOK Research based on a 12-month period ending June 30 of the year prior to the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html

04/23/2026

Yesterday, we celebrated Administrative Professionals Day, and we'd like to publicly recognize two colleagues whose impact is felt across our team and by the clients we serve: Courtney Meadows, Registered Client Service Associate (pictured left), and Joan Limos, Client Service Associate (pictured right).

Courtney and Joan, thank you for the care, precision, and calm consistency you bring to everything you do. Your partnership, organization, and attention to detail keep us aligned and moving forward so we can stay focused on delivering a seamless client experience. We appreciate you today and always.

Please join us in recognizing and celebrating all administrative professionals.

04/17/2026

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.

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