Hackers and fraudsters work around the clock. We do too. See how Morgan Stanley proactively learns from and responds to cybersecurity threats.
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Going on the Offensive
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.
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Meet Prashanth Challa
The seasons changing are always a good time to reflect. Happy Fall!
When it comes to planning for a loved one’s education, there is no “one size fits all” approach. Learn how you can identify the right education funding strategy for you.
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529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read more:
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Smart devices can be lucrative targets for cyber thieves. See how to protect your IoT devices while still enjoying their benefits.
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Protecting Your Smart Devices | 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.
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Fall Planning for Your Finances | Morgan Stanley
MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:
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GIC Investment Perspectives October 2020 - 1384238
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.
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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.
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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.
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Steering Clear of Scams For Seniors
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.
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Fall Planning for Your Finances | Morgan Stanley
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
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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.
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The State of Your Parents' Estate | Morgan Stanley
Cyberthieves are increasingly targeting remote workers. See how employees and employers can protect themselves.
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Cybersecurity Tips for Remote Work | Morgan Stanley
I am proud to announce that I have teamed with Jim Hogue, Rick Fielder and Michelle Bennett to form 365 Wealth Management Group at Morgan Stanley in order to deliver a full suite of personalized services to you. To learn more about us, please go to https://advisor.morganstanley.com/365-wealth-management-group
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:
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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:
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GIC Investment Perspectives November 2020 - 1397886
On Veteran’s Day, and every day, I’m grateful to those who have served.
As part of 365 Wealth Management's evolution at Morgan Stanley, we are excited to have Alex Cena join our partnership as a Portfolio Manager and Alternative Investments Director. To learn more about Alex and the entire team, please go to https://advisor.morganstanley.com/365-wealth-management-group
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365 Wealth Management Group | Dallas, TX | Morgan Stanley Wealth Management
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.
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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.
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Give the Gift of Education Savings This Holiday Season | Morgan Stanley
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.
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Limit the Information You Share Online - YouTube
You don’t always have fair winds and following seas so it’s important to have someone to help you navigate to your destination.
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.
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Security Tips for the Giving Season | Morgan Stanley
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.
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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?
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How to Protect Your Mobile Phone
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.
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Your 2020 Guide to Holiday Giving | Morgan Stanley
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:
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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.
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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.
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GIC Investment Perspectives December 2020 - 1410657
Today is the first day of winter! What traditions are you looking forward to this season?
Tax efficiency makes a big difference. Let’s talk before year-end.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
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Seniors’ Guide to Cybersecurity | Morgan Stanley
Wishing everyone a happy and healthy New Year!
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?
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Should You Be Worried About Your “Smart” Devices?
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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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.
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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:
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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.
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Stay Safe Online
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.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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.
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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.
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Password Security
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
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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:
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Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog 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:
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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:
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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.
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Planning Today to Help You Thrive Tomorrow | 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:
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Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
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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
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
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:
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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:
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Online Security Center - How To Protect Yourself | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
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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!
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:
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GIC Investment Perspectives March 2021 - 1439432
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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.
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Tax Season Cybersecurity Tips | Morgan Stanley
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:
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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!
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:
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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
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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
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!
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
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
