Who's excited for the 120th U.S. Open this weekend? Tiger Woods said Winged Foot is one of the most difficult courses to play on the tour. The habits of top golfers can also be applied to how you invest. A pro in both the game and the market explains.
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The Surprising Connection Between Golf and Investing | Morgan Stanley
Happy Labor Day from my family to yours. Wishing you and yours a safe and enjoyable holiday weekend!
Let's connect. Please visit me here:
https://advisor.morganstanley.com/ben.proctor
Learn about the new Morgan Stanley sustainability accelerator that supports solutions for systemic change.
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Accelerating Systemic Change | Morgan Stanley
If you think you’ve been hacked, there are important steps you can take to help minimize the damage. Check out these tips for responding to the most common attack scenarios:
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Think You've Been Hacked? What You Need to Do | Morgan Stanley
Early readings of delinquency data suggest government relief programs have helped most consumers stay afloat, despite the impact of COVID-19. However, if programs aren’t renewed soon, that picture could change. DM me to learn more.
Are you prepared for the increase risk volatility may have on your portfolio? Reach out and let’s set up time to review your plan and navigate these volatile times together.
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Advice Matters: Reasons to Work with a Financial Advisor | 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
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
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
Tired of hearing about COVID & the upcoming election? Me, too. Looking forward to continued time with my kids, like this, on our way to practice on Sunday morning. It goes by (too) fast.
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
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
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
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
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
Happy Holidays!
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
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
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
I have just learned I have been named to Forbes 2021 Best-In-State Wealth Advisors as well as Morgan Stanley’s prestigious Master’s Club – a limited body of the firm’s Financial Advisors. I wish to thank my clients and colleagues, including Patty Allen and Dan Price, for their roles in making this happen. I remain resolute in my focus to help my clients work towards what is important to them and their families.
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
2021 is well underway and I am constantly looking for ways to revamp the digital aspects of my practice. I am a firm believer of giving my clients as many resources as possible so that they can stay informed about the latest themes that are affecting the finance and business worlds.
That being said, I have created a "What's Happening in Finance" section on my website, containing the latest Morgan Stanley articles and podcasts about the latest market trends, outlooks and breakdowns.
New content includes: 2021 Outlook Call with Lisa Shallet and Mike Wilson, March 2021: Global Investment Committee on the Markets, Top Ten Trends of 2021, and Rising Rates and Sector Rotation May Signal Significant Market Shifts Ahead.
Head to the "What's Happening in Finance" section of my website to learn more.
https://advisor.morganstanley.com/ben.proctor
Ben
ADVISOR.MORGANSTANLEY.COM
Benjamin G Proctor III | Lutherville, MD | Morgan Stanley Wealth Management
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
My son and I taking a break from all the games this weekend to add a tree to the backyard. Looking forward to see my Terrapins against Alabama tonight! Who do you have in the tournament this year? #MarchMadness #MarylandTerrapins
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
