The Costa Group at Morgan Stanley

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June is Morgan Stanley's annual Global Volunteer Month! My colleagues and I are coming together to make a difference in our communities. Learn more about how we give back.

Giving Back | Morgan Stanley www.morganstanley.com

I'm so honored to be awarded the Barron's Top 100 Financial Advisors, Top 250 Private Wealth Management Teams and Top 100 Institutional Consulting Teams rankings. We are proud to have you represent our firm as you continue to redefine industry standards for success.

(Source: Barron's (Awarded May 2024) Data compiled by Barron's for the period from Jan 2023 - Dec 2023. https://mgstn.ly/3wxUjmh)

Congratulations to our 2024 Barron's Top Financial Advisors & Teams www.morganstanley.com

On Bloomberg, Morgan Stanley Wealth Management's Lisa Shalett explains why stocks may grind higher from here, although many crosscurrents remain and investors should have measured expectations.

[Disclosures: https://www.morganstanley.com/content/mscampaign/en/wealth-management/move-report/media-appearance-disclosures.html]

Lisa Shalett on Bloomberg Markets: The Close | June 6, 2024 www.bloomberg.com

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I'm proud to share the story of MAKER Julia Yue, a champion of diversity and culture at Morgan Stanley. Type your message

MAKER Julia Yue: Fostering a Sense of Belonging www.morganstanley.com

I was on Bloomberg recently, talking about where stocks may go from here, as well as the current uncertainty around economic data, the Fed and election-related market dynamics.

[Disclosures: https://www.morganstanley.com/content/mscampaign/en/wealth-management/move-report/media-appearance-disclosures.html]

https://www.bloomberg.com/news/videos/2024-06-06/morgan-stanley-s-shalett-expects-stocks-to-grind-higher-video

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https://www.bloomberg.com/news/videos/2024-06-06/morgan-stanley-s-shalett-expects-stocks-to-grind-higher-video

Had a great time at XYZ Conference last week with Anna! https://livesocial.seismic.com/adeMtp

Are investors getting adequately compensated for risk in the markets? Unlikely. At a time when valuations, uncertainty and complacency are running high, risk management now becomes more critical.

Valuations Don't Matter Until They Do livesocial.seismic.com

I was on Yahoo Finance recently, covering various topics including why we expect three Fed rate cuts this year and what the next catalyst might be for markets.

[Disclosures: https://www.morganstanley.com/content/mscampaign/en/wealth-management/move-report/media-appearance-disclosures.html] https://livesocial.seismic.com/at_qJw

My favorite part about Mother's day is gathering around the table with my very female-dominated family! Preparing main dishes and sides with my mom, sisters, grandma and aunts while listening to everyone share stories of their past is something I always look forward to.

These looks like new recipes I can bring to the table this time!

80 Mother's Day Brunch Recipes to Make Mom Feel Special countryliving.com

Happy Mother's Day!

Join me, Ileana Musa and Charline Burgess on Monday, May 6 to explore credit and debt management, demystify credit scores and navigate the world of lending. This series features curated content specifically for the next generation. Sign up today!

https://morganstanley.zoom.us/webinar/register/WN_mI3UcOljT0O1kjK2MHL3GQ

Join me, Ileana Musa and Charline Burgess on Monday, May 6 to explore credit and debt management, demystify credit scores and navigate the world of lending. This series features curated content specifically for the next generation. Sign up today!

https://livesocial.seismic.com/aNYMfb

Saving for retirement? Let's talk about strategies to help reduce your taxable income and keep more of what you've saved.

Tax-Smart Strategies for Your Retirement | Morgan Stanley www.morganstanley.com

Great team outing this week! Gathering around the table to share ideas is always fun.

https://advisor.morganstanley.com/george-song

Congratulations to the 2024 NAPA Top DC Advisor Teams that have been recognized for bringing excellence to the retirement industry.
https://livesocial.seismic.com/aGqfEY

Visit my website to learn more about my team! https://advisor.morganstanley.com/george-song

How much money will you need to save for a comfortable retirement? Here are three strategies that may help you optimize your 401(k) plan.

You Work Hard, Make Your 401(k) Plan Work Harder | Morgan Stanley www.morganstanley.com

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Text about my video

https://video.morganstanley.com/ #/videos/66cd0c1b-707f-4a23-8c4a-5bb51d83b4bc

Morgan Stanley is proud to extend our partnership with First Tee for a third year, building on our initiative's success in offering children of all backgrounds access to golf. Learn how a more inclusive tomorrow starts today.

Empowering Kids With First Tee | Morgan Stanley www.morganstanley.com

watch my vidoe https://livesocial.seismic.com/aud1Iz

Congratulations to the winners of the Forbes Top 100 Advisors Award.

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