Are you looking to provide retirement resources to your employees? Don't know where to start? Let me collaborate with you to design the right plan for your business.
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
Investing in the future of our children and grandchildren is important. Call me to discuss options for investing in your legacy.
"There is no better investment of time and money than in the life of a child. They are the future." Alma Powell
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The hoops of retirement planning can be both exciting and overwhelming. Let me coach you through it today and let's get your retirement ball rolling.
Despite Friday's rebound S&P 500 finishes lower for a fourth consecutive week. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
Stocks rally while long-end rates test four-month highs as markets react to the latest updates in Washington. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets sell off on Tuesday as stimulus hopes fade. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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
Stocks, bond yields move higher to start the week. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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.
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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
Halloween may look a little different this year, but here are some tips to make it a fun and memorable holiday.
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Coronavirus Disease 2019 (COVID-19)
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
The COLD has hit Oklahoma! What is your family's favorite COLD weather activity?
It is Election Day! Don't forget to vote!
Happy Halloween! What is your costume this year?
On Veteran’s Day, and every day, I’m grateful to those who have served.
There are so many organizations that honor veterans’ service to our country. For Veterans Day, consider these suggestions for how you can maximize your impact:
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Giving Back to Veterans | Morgan Stanley
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
As we enter the holiday season of an undoubtedly challenging year, I hope you will join me in reflecting on everything to be thankful for through it all. Wishing you and your family a happy and healthy Thanksgiving!
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
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.
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Give the Gift of Education Savings This Holiday Season | 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
Join us! Music around the holidays is a tradition at Morgan Stanley. Rather than let COVID cancel the annual holiday concert at our headquarters, the firm is bringing it digital and broadcasting it worldwide. You can join the livestream on 12/17:
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Holidays In Harlem
Still searching for the perfect gift ideas this year? The Gifts for Good holiday gift guide offers a selection of socially conscious gifts curated by the Morgan Stanley Philanthropy Management team.
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Gifts for Good
Today is the first day of winter! What traditions are you looking forward to this season?
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
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
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.
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These Steps May Reduce Your Taxes | Morgan Stanley
As we begin to round out 2020 and reflect on all of the challenges we’ve faced this year, we hope everyone can find some solace during this holiday season! https://www.morganstanley.com/cs/holiday/2020/ecard/morganstanley/?ET_MID=noloc&ET_MID=nomsai&icid=whmt-em-holiday-3996
We’ve made it through shutdowns, quarantines, working and schooling from home, making 2020 unforgettable to say the least. As we look ahead to a New Year, we hope you will join us in our hope and optimism for brighter days ahead. From our family to yours, here is to a healthy and prosperous 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:
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Elements of a Tax-Smart Portfolio | Morgan Stanley
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:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
What are some of your financial "GOALS" for 2021?
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?
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
2021 IS HERE! Let's get started on your financial goals!
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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
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
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
We are all spending more time at home these days, so why not take advantage of this opportunity to create the space you’ve always dreamed of? These easy, affordable ideas can instantly refresh your home without the need to invest in experts or big ticket items.
MSRESERVED.COM
Home Makeover: Staycation Edition
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
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
We are all spending more time at home these days, so why not take advantage of this opportunity to create the space you’ve always dreamed of? These easy, affordable ideas can instantly refresh your home without the need to invest in experts or big ticket items.
MSRESERVED.COM
Home Makeover: Staycation Edition
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
No matter which team you’re rooting for, or if you’re just into it for the snacks, enjoy the big game this weekend! Get in touch if you want help with your financial game plan for this year.
With Valentine's Day quickly approaching, what better way to show your love than planning your financial future together.
MORGANSTANLEY.COM
7 Tips for Talking Money With the Person You Love | Morgan Stanley
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
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
We are all spending more time at home these days, so why not take advantage of this opportunity to create the space you’ve always dreamed of? These easy, affordable ideas can instantly refresh your home without the need to invest in experts or big ticket items.
MSRESERVED.COM
Home Makeover: Staycation Edition
In the spirit of Valentine's Day this weekend, I hope you will join me in spreading awareness for women's heart health. Did you know that 90% of women have one or more risk factors for developing heart disease? Click the link below to learn the facts. #GoRedforWomen #morganstanleygivesback
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Facts
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.
No matter which team you’re rooting for, or if you’re just into it for the snacks, enjoy the big game this weekend! Get in touch if you want help with your financial game plan for this year.
With Valentine's Day quickly approaching, what better way to show your love than planning your financial future together.
MORGANSTANLEY.COM
7 Tips for Talking Money With the Person You Love | Morgan Stanley
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
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
Someone is enjoying the snow. We are working remotely today..... hope you are staying warm and safe.
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!
In the spirit of Valentine's Day this weekend, I hope you will join me in spreading awareness for women's heart health. Did you know that 90% of women have one or more risk factors for developing heart disease? Click the link below to learn the facts. #GoRedforWomen #morganstanleygivesback
GOREDFORWOMEN.ORG
Facts
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.
Are you staying one step ahead of hackers trying out new tricks? Make being cyber smart part of your 2021 game plan. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
Someone is enjoying the snow. We are working remotely today..... hope you are staying warm and safe.
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!
In the spirit of Valentine's Day this weekend, I hope you will join me in spreading awareness for women's heart health. Did you know that 90% of women have one or more risk factors for developing heart disease? Click the link below to learn the facts. #GoRedforWomen #morganstanleygivesback
GOREDFORWOMEN.ORG
Facts
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
Are you staying one step ahead of hackers trying out new tricks? Make being cyber smart part of your 2021 game plan. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
Someone is enjoying the snow. We are working remotely today..... hope you are staying warm and safe.
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 skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market.
MORGANSTANLEY.COM
The Surprising Connection Between Golf and Investing | 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
Are you staying one step ahead of hackers trying out new tricks? Make being cyber smart part of your 2021 game plan. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
Someone is enjoying the snow. We are working remotely today..... hope you are staying warm and safe.
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
Are kids being impacted by increased screen-time during the pandemic? We are helping researchers find out.
MORGANSTANLEY.COM
Kids, Screen-time and the Pandemic | Morgan Stanley
We're excited to be back at THE PLAYERS Championship with Book Trust USA. Last year we reached our $1M donation mark, helping to provide books to students in need and inspiring a love of reading. Follow along with Eagle Up to track our 2021 progress!
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
The skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market.
MORGANSTANLEY.COM
The Surprising Connection Between Golf and Investing | 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
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!
Are kids being impacted by increased screen-time during the pandemic? We are helping researchers find out.
MORGANSTANLEY.COM
Kids, Screen-time and the Pandemic | Morgan Stanley
We're excited to be back at THE PLAYERS Championship with Book Trust USA. Last year we reached our $1M donation mark, helping to provide books to students in need and inspiring a love of reading. Follow along with Eagle Up to track our 2021 progress!
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!
Are kids being impacted by increased screen-time during the pandemic? We are helping researchers find out.
MORGANSTANLEY.COM
Kids, Screen-time and the Pandemic | Morgan Stanley
We're excited to be back at THE PLAYERS Championship with Book Trust USA. Last year we reached our $1M donation mark, helping to provide books to students in need and inspiring a love of reading. Follow along with Eagle Up to track our 2021 progress!
