“For them it’s the biggest milestone, the biggest accomplishment, the sale of a business, or an important event for their family. For them, it’s the first and only time. We have seen this literally thousands of times, in thousands of iterations,” says Head of Field Management Vince Lumia.
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Depth of Real Financial Advice | Morgan Stanley Minute
At Morgan Stanley, giving back has been one of our core values, even from the beginning. Learn more about the 85 years of history that have shaped the firm.
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Our History — Morgan Stanley
Managing your finances by yourself can be overwhelming. With Morgan Stanley Online, there are tools to help you stay on track. Reach out to me if you want to learn more.
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Online Financial Tools | Morgan Stanley
Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.
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Could the Correction Continue Further? | Morgan Stanley
"Consumerism is moving healthcare to more of a market-based economy. The potential exists for massive cost savings and quality enhancement.” Steven Rodgers explains the ongoing opportunity for consumers to take control of their healthcare information in a Morgan Stanley Minute.
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Consumer-Driven Health Care | Morgan Stanley Minute
COVID-19 and social distancing are driving tech innovations that could outlast the pandemic. Learn how that could be an opportunity for investors:
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Is the Pandemic Accelerating Digital Disruption? | Morgan Stanley
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.
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
How can the world meet growing energy demand while controlling carbon emissions? Morgan Stanley’s global oil strategist tells this complex and important story in 11 charts.
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Energy and Climate Change: A Story in 11 Charts | Morgan Stanley
Do you know how quickly media streaming services have grown in the last two years? Head of Media Research, Ben Swinburne, breaks it down.
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The Changing Media Landscape | Morgan Stanley Minute
As education costs rise, it's critical to start planning early. The right college savings strategy can help ease financial stress for you and your family. Start by finding answers to key questions here.
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Planning for the Rising Cost of Education | Morgan Stanley
As we adjust to a new normal, now is the time to revisit your personal financial strategy with a fresh perspective—whether that’s revising wealth plans, bolstering budgets, or simply getting started. Contact me today to plan for a new tomorrow.
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Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
As winter approaches, make sure you’re prepared for the extreme weather it brings. Here are some resources to help you prepare and stay safe during a snowstorm:
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Snowstorms & Extreme Cold | Ready.gov
Investor fears concerning a contested election may be overblown as there may be a faster path to resolution than many expect. To learn more about elections and markets, see the latest US Policy Pulse, “Positioning for Delayed Results.” DM me for a copy.
Happy Halloween!
Beyond asset ratios, managing risk in 2020 can involve giving serious consideration to cyber resiliency. Learn more from Rachel Wilson, our Head of Cybersecurity, Wealth Management.
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Cyber Hygiene | Morgan Stanley Minute
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
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.
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U.S. Election 2020: Divided Government Scenarios | Morgan Stanley
Given recent market volatility, you may need to tweak your portfolio or adjust your savings rate to meet your investing targets in 2021. I can help you determine the right moves for your financial situation.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
After all the challenges in 2020, make 2021 a year of self-improvement. Take advantage of any programs your employers offers for your physical or mental health, and contact me for help boosting your financial wellbeing.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Reducing or consolidating your debt can simplify your financial life and ease money-related stress. That makes it a great financial resolution to consider going into 2021. Contact me today to discuss the right debt management strategy for your situation.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
If you dipped into your rainy day to cover expenses in 2020—or never had one in the first place—make it a top priority in 2021 to set aside three to six months of expenses. Not sure where to start? I can help.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Check in on your portfolio from wherever you are with Morgan Stanley Online. Learn more about how secure and easy it is to manage your investments and everyday finances:
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Mobile App & Online Wealth Management | Morgan Stanley
Before you return to pre-pandemic spending habits, take a closer look at your budget. There may be some line items that aren’t as necessary as you once thought. I can help you design a new budget for a New Year.
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New Year Financial Resolutions: A Fresh Start | 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
Even though last year’s “stay at home” winners outperformed in January, we suggest investors emphasize less expensive stocks tied to the post-pandemic economic recovery. Here’s why:
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Keep Your Eyes on the Recovery | Morgan Stanley
Five areas of the bond market may offer opportunities for higher yields and portfolio diversification.
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2021 Credit Outlook: Finding Yield | 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.
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.
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App.
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Online Security Center - Digital Tools | Morgan Stanley
