As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
MORGANSTANLEY.COM
Why Vaccine Discovery Is Just the Beginning | Morgan Stanley
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
She might be an Australian Labradoodle, but that doesn’t stop her from celebrating America’s independence! The Gruett family wishes you a very Happy Fourth of July!
We think the rebound in markets is foreshadowing what could be a V-shaped recovery in the economy and in earnings. Here's why:
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In Notice 2020-51, the IRS provides relief for taxpayers who had already taken required minimum distributions (RMDs) in 2020 before the CARES Act suspended the RMD requirement for 2020.
FORBES.COM
IRS Grants Broad And Surprising Rollover Relief To All Who Took 2020 RMDs From IRAs & 401(k)s
“My father gave me the greatest gift anyone could give another person. He believed in me.” - Jim Valvano
Wishing a happy Father’s Day to all the dads out there!
MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives October 2020 - 1384238
We are Morgan Stanley at Work. With equity compensation, financial wellness, and retirement solutions, we help companies offer their employees benefits that replace financial distractions with newfound confidence.
MORGANSTANLEY.COM
Workplace Financial Solutions | Morgan Stanley At Work
Unfortunately no change to #401K or #IRA contribution limits for 2021...
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
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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Proud of my Morgan Stanley colleagues around the world who participated in the Move for Meals campaign to help fight hunger. Collectively, we logged nearly 240 million steps in just three days! The Firm is matching our efforts by donating $2.5 million, which is the equivalent of 25 million meals, through grants to our feeding partners around the world. Learn more about how we give back: https://mgstn.ly/2G7tD1r
Don't forget to turn those clocks back one hour before you go to bed tonight - it's Daylight Savings!
It may be hard to remember during an election year, but the market is more correlated with the business cycle than with which political party is in the White House. Learn more in “U.S. Policy Pulse: A History of General Election Performance.” DM me for a copy.
Are you worried about the election? A look at historical market implications of presidential elections shows that many investor fears are misplaced. I can help you prepare your portfolio for either outcome. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
I want you to feel confidence when you look toward retirement. Get in touch to explore how I can help you rejuvenate your strategy.
MORGANSTANLEY.COM
A Simple Six-Step Retirement Checkup | Morgan Stanley
Happy Veterans Day to our soldiers, both past and present. We owe you our thanks, but more than that, we owe you our freedom.
Congratulations to Chris Nikic! This past weekend, he became the first athlete with Down syndrome to complete an Ironman Triathlon. We need more news like this.
#motivation #AnythingIsPossible
SPORTS.YAHOO.COM
Chris Nikic sets history as first with Down Syndrome to finish Ironman triathlon
Amid the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.
MORGANSTANLEY.COM
Why the Election Just Got Trickier | Morgan Stanley
As President-elect Joe Biden prepares to take office, foreign policy, trade, COVID-19 and stimulus are just a few of the variables ahead for markets.
MORGANSTANLEY.COM
Post-Election 2020: What’s Ahead for Markets and Policy? | Morgan Stanley
We gather on this day to be thankful for what we have, for the family we love, the friends we cherish, and for the blessings that will come. Happy Thanksgiving!
New life starts in the dark. From my (growing) family to yours, wishing you a happy holiday season and a new year of health, happiness, and prosperity.
If you’re already maxing out your 401(k) contributions, your HSA can serve as another place for you to save for #retirement.
MORGANSTANLEY.COM
HSAs: Tax Benefits Beyond 401(k)s | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Wishing everyone a sweet Valentine’s Day!
Take steps now to "future-proof" your retirement savings...
KIPLINGER.COM
COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth | Kiplinger
No surprise that finances are a leading source of stress for employees. Luckily, says Jed Finn, there’s something employers can do about it.
MORGANSTANLEY.COM
Financial Wellness at Work | Morgan Stanley Minute
Found this waiting for me in the mail when I came home from work today. Proud to have spent the last 23 years working for a company that cares so much about its employees and their families!
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!
We look at President Biden’s proposals that could affect taxpayers—and their timing. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.
