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
Proud of our managing partner Betsy Pakenas for being honored as one of this year’s MAKERS! See her featured right now at ms.com.
https://www.morganstanley.com/blog/multicultural/betsy-pakenas-a-people-person.html?workspace_id=350402&suggested_content_id=1406523&social_network=linkedin&cid=whmt-smfa-b.paken-5576&ET_MID=noloc
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Learning to be Your Authentic Self | Morgan Stanley
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
Experience outweighs uncertainty. With recent events, an emphasis on managing risk has moved to the forefront as you may be looking for informed strategies to help protect your wealth. We can help you recognize how the recent volatility can affect your portfolio and work to reduce the impact.
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Advice Matters: Reasons to Work with a Financial Advisor | Morgan Stanley
Market volatility has become a fact of life, but what does that mean for your investments? We can help you navigate through these volatile times by reviewing your plan, making adjustments as necessary, and keeping you informed along the way.
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Advice Matters: Reasons to Work with a Financial Advisor | Morgan Stanley
Unclear of your goals or concerned about meeting them? We can guide you with personalized advice. Watch how:
https://players.brightcove.net/644391012001/S1g5wv8HqW_default/index.html?videoId=6040280424001
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players.brightcove.net
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
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
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
Greg Donnelly was a Morgan Stanley Financial Advisor from Illinois who wore a blue shirt to the office every Thursday as a good luck charm. In 2013, Greg was diagnosed with colon cancer and to show support, his colleagues started wearing blue shirts on Thursday. While Greg was in treatment, two women in his branch were diagnosed with breast cancer, so it quickly transitioned into Blue Shirt, Pink Scarf Thursday to support men and women.
Greg lost his battle with cancer, but Morgan Stanley’s movement to show solidarity with colleagues battling cancer continued to grow.
In Greg’s honor, we celebrate the third annual “Global Blue Shirt Pink Tie/Scarf Thursday.” May we all continue to live our lives with hope like Greg and the many among us facing their own challenges with cancer.
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.
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Giving Thanks for a Brighter 2021 | 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
The women at our firm have accomplished so much throughout the years, and particularly this year with its own unique challenges. It has been an honor for Betsy to join such an accomplished group for this year’s #MAKERSatMorganStanley2020 and continue the advocacy for women’s empowerment.
View her #MAKERS2020 video here:
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players.brightcove.net
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
Winter in downtown Frederick grows increasingly vibrant as Color on the Creek’s “Sailing Through the Winter Solstice” lights up our waterway. “Heavens to Betsy” even ventured up North Market Street to a rooftop – have you seen it? We hope you can view this winter display over the holidays! Learn more at coloronthecreek.com.
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
We wish everyone a happy, healthy, and safe holiday season!
