Hackers and fraudsters work around the clock. We do too. See how Morgan Stanley proactively learns from and responds to cybersecurity threats.
YOUTUBE.COM
Going on the Offensive
“60% of carbon emissions come from energy and this is a key area where we can reduce emissions by using technology.” Jessica Alsford, Head of Global Sustainability Research, discusses how investing in technology can help curb carbon emissions.
MORGANSTANLEY.COM
Curbing Carbon Using Technologies | Morgan Stanley
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
After years defending the U.S. against cybersecurity threats, Prashanth Challa brings his expertise to protect our Financial Advisors and clients.
YOUTUBE.COM
Meet Prashanth Challa
The seasons changing are always a good time to reflect. Happy Fall!
Managing your finances by yourself can be overwhelming. With Morgan Stanley Online, there are tools to help you stay on track. Reach out to me if you want to learn more.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
Smart devices can be lucrative targets for cyber thieves. See how to protect your IoT devices while still enjoying their benefits.
MORGANSTANLEY.COM
Protecting Your Smart Devices | Morgan Stanley
Make the most of being a Morgan Stanley client with our financial management tools available on Morgan Stanley Online. If you aren’t using our tools already, let’s talk.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
The internet can be a risky playground for kids and teens. It’s important to educate them about how to engage with others online and explain what content is ok to share.
YOUTUBE.COM
Social Media Safety For Kids
You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
Seniors face unique cybersecurity threats, but are often unaware of the risks. Speaking to our parents, grandparents and loved ones about online security can help protect them from fraud.
YOUTUBE.COM
Steering Clear of Scams For Seniors
5 Rivers Group is wearing pink in honor of Breast Cancer Awareness Month. Supporting the fighters, celebrating the survivors and remembering the taken.
A username and password are no longer enough to protect access to your sensitive accounts. Consider using a security key, the most advanced form of multi-factor authentication available
YOUTUBE.COM
What is a Security Key?
Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family.
MORGANSTANLEY.COM
The State of Your Parents' Estate | Morgan Stanley
Cyberthieves are increasingly targeting remote workers. See how employees and employers can protect themselves.
MORGANSTANLEY.COM
Cybersecurity Tips for Remote Work | Morgan Stanley
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
MS & Co. CIO Mike Wilson believes we're in a new cyclical bull market in the context of a long-term secular bull market. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives November 2020 - 1397886
On Veteran’s Day, and every day, I’m grateful to those who have served.
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability.
MORGANSTANLEY.COM
How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more.
MORGANSTANLEY.COM
Give the Gift of Education Savings This Holiday Season | Morgan Stanley
What are the risks to travel right now and how can you do it safely? Learn what some establishments are doing to increase safety measures:
MSRESERVED.COM
Keeping You Safe While Traveling During COVID
Social media apps and websites allow us to communicate and keep in touch with our friends and family, but what we post online can also be exploited. Make sure to think twice before posting sensitive information.
YOUTUBE.COM
Limit the Information You Share Online - YouTube
Happy Thanksgiving to those with us and those far away.
Sometimes it’s hard to tell a legitimate charity from a scam. Use these tips during the holidays to help ensure your money is going to those in need.
MORGANSTANLEY.COM
Security Tips for the Giving Season | Morgan Stanley
Planning for your next American road trip? Here are some tips to travel smartly and safely and some perks for Morgan Stanley Reserved Living & Giving members!
MSRESERVED.COM
The Great American Road Trip
Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device?
YOUTUBE.COM
How to Protect Your Mobile Phone
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.
MORGANSTANLEY.COM
Your 2020 Guide to Holiday Giving | Morgan Stanley
With uncertainty around tax code changes as year-end approaches, now may be a good time to revisit your estate planning strategy and take advantage of the current Unified Lifetime Gift Tax Exemption to make 529 plan contributions for your family’s education.
MORGANSTANLEY.COM
Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Creating a budget and sticking to it can be difficult, but it doesn’t have to be. Learn how our Spending and Budgeting tool can help. We can use it together.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
You use your phone to track your physical wellness -- why not use it to track your financial wellness too? The Morgan Stanley Mobile App makes managing your money easier than ever. Learn more:
MORGANSTANLEY.COM
Online Wealth Management | Morgan Stanley
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end.
MORGANSTANLEY.COM
Donor Advised Funds: Giving to Charity | Morgan Stanley
MS & Co. CIO Mike Wilson believes we should remain bullish long term due to improving economic data and positive earnings revisions, which support his expectations for a V-Shaped recovery. Learn more.
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives December 2020 - 1410657
My clients who are Morgan Stanley Reserved Living & Giving members get the best deals on Lexus, BWM, Mercedes, Audi and more! Reach out if you are interested in learning more about our loyalty program.
MSRESERVED.COM
Reserved Exclusives: Offers & Benefits
Today is the first day of winter! What traditions are you looking forward to this season?
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide.
MSRESERVED.COM
Gifts for Good
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
MORGANSTANLEY.COM
Seniors’ Guide to Cybersecurity | Morgan Stanley
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you.
MORGANSTANLEY.COM
These Steps May Reduce Your Taxes | Morgan Stanley
From our 5 Rivers Group family to you and yours, wishing you a Happy Holiday Season and all the best in the New Year!
Wishing everyone a happy and healthy New Year!
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
MORGANSTANLEY.COM
Elements of a Tax-Smart Portfolio | Morgan Stanley
As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you?
YOUTUBE.COM
Should You Be Worried About Your “Smart” Devices?
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here:
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Check in on your portfolio from wherever you are with Morgan Stanley Online. Learn more about how secure and easy it is to manage your investments and everyday finances:
MORGANSTANLEY.COM
Mobile App & Online Wealth Management | Morgan Stanley
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives January 2021 - 1419805
These days many of us are moving everyday activities online, from socializing to learning to managing sensitive accounts. You can help protect yourself and your personal information by applying some simple cyber best practices.
YOUTUBE.COM
Stay Safe Online
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives January 2021 - 1419805
These days many of us are moving everyday activities online, from socializing to learning to managing sensitive accounts. You can help protect yourself and your personal information by applying some simple cyber best practices.
YOUTUBE.COM
Stay Safe Online
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.
MORGANSTANLEY.COM
How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Practicing good password security is one of the best steps to improve your online safety. Learn how to add layers of security to your accounts, from complex passwords to password managers.
YOUTUBE.COM
Password Security
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives January 2021 - 1419805
These days many of us are moving everyday activities online, from socializing to learning to managing sensitive accounts. You can help protect yourself and your personal information by applying some simple cyber best practices.
YOUTUBE.COM
Stay Safe Online
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App.
MORGANSTANLEY.COM
Online Security Center - Digital Tools | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
MORGANSTANLEY.COM
Preparing for a Post Pandemic Market | Morgan Stanley
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.
MORGANSTANLEY.COM
How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Practicing good password security is one of the best steps to improve your online safety. Learn how to add layers of security to your accounts, from complex passwords to password managers.
YOUTUBE.COM
Password Security
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives February 2021 - 1430381
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | Morgan Stanley
2020 was a year of change, including in tax law! Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help.
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App.
MORGANSTANLEY.COM
Online Security Center - Digital Tools | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
MORGANSTANLEY.COM
Preparing for a Post Pandemic Market | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
MORGANSTANLEY.COM
Tips to Prepare for Tax Day | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives February 2021 - 1430381
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
MORGANSTANLEY.COM
Tips to Prepare for Tax Day | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives February 2021 - 1430381
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
According to a recent Small Business Administration survey, 88% of small business owners feel vulnerable to a cyber-attack. Statistics like this prove that cybersecurity has never been more important. Here are some key resources to help you protect yourself from cybercrime:
MORGANSTANLEY.COM
Online Security Center - How To Protect Yourself | Morgan Stanley
Have your paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today.
MORGANSTANLEY.COM
Online Security Center - Digital Tools | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
MORGANSTANLEY.COM
Tips to Prepare for Tax Day | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
According to a recent Small Business Administration survey, 88% of small business owners feel vulnerable to a cyber-attack. Statistics like this prove that cybersecurity has never been more important. Here are some key resources to help you protect yourself from cybercrime:
MORGANSTANLEY.COM
Online Security Center - How To Protect Yourself | Morgan Stanley
Have your paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today.
MORGANSTANLEY.COM
Online Security Center - Digital Tools | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
MORGANSTANLEY.COM
Tips to Prepare for Tax Day | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
The biggest risk to equities and other long-duration risk assets will come from the interest rate channel, says MS & Co. CIO Mike Wilson. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives March 2021 - 1439432
Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim.
MORGANSTANLEY.COM
Tax Season Cybersecurity Tips | Morgan Stanley
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
According to a recent Small Business Administration survey, 88% of small business owners feel vulnerable to a cyber-attack. Statistics like this prove that cybersecurity has never been more important. Here are some key resources to help you protect yourself from cybercrime:
MORGANSTANLEY.COM
Online Security Center - How To Protect Yourself | Morgan Stanley
Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!
In our increasingly connected world we fight back against new threats every day. Here’s Jen Easterly, Global Head of our Cybersecurity Fusion Center, explaining how in a Morgan Stanley Minute.
MORGANSTANLEY.COM
Cybersecurity in the Connected Age | Morgan Stanley Minute
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats:
MORGANSTANLEY.COM
Cybersecurity Tips for Remote Work | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
The biggest risk to equities and other long-duration risk assets will come from the interest rate channel, says MS & Co. CIO Mike Wilson. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives March 2021 - 1439432
Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim.
MORGANSTANLEY.COM
Tax Season Cybersecurity Tips | Morgan Stanley
“I truly believe women portfolio managers can provide uncorrelated returns. It’s just that most of these women are unknown.” Tracy Castle-Newman, Chief Operating Officer for Global Institutional Equity Distribution, shares her advice on the value of supporting female portfolio managers in a Morgan Stanley Minute.
MORGANSTANLEY.COM
The Power of Female Portfolio Managers | Morgan Stanley Minute
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!
In our increasingly connected world we fight back against new threats every day. Here’s Jen Easterly, Global Head of our Cybersecurity Fusion Center, explaining how in a Morgan Stanley Minute.
MORGANSTANLEY.COM
Cybersecurity in the Connected Age | Morgan Stanley Minute
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats:
MORGANSTANLEY.COM
Cybersecurity Tips for Remote Work | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
