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
After years defending the U.S. against cybersecurity threats, Prashanth Challa brings his expertise to protect our Financial Advisors and clients.
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Meet Prashanth Challa
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
Can you spot a phone scam? Learn how to help guard yourself and your loved ones against phone fraud.
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Phone Fraud: How To Protect Yourself | Morgan Stanley
You don’t need to leave your home to manage your financial accounts. Learn how Morgan Stanley’s digital tools help provide safe and convenient virtual access.
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Online Security Center - Digital Tools | 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
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
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
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?
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
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
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
Despite the highly unusual circumstances surrounding 2020, the global economy’s resiliency could mean a strong investment landscape in 2021. The firm’s economists, analysts, strategists and portfolio managers share insights on the road to recovery.
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2021 Outlooks for Investors: A Global Recovery in Sync | 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
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
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?
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
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
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
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
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Personal Cybersecurity Checklist | Morgan Stanley
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.
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
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:
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Online Security Center - How To Protect Yourself | Morgan Stanley
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
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Incorporating a 529 account into your overall wealth plan can cover future education expenses while offering tax-advantaged gifting and estate planning opportunities. Let’s connect and start planning for the future. Read more:
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Investing in a Loved One’s Education: Plan Now for the Future | Morgan Stanley
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
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:
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Cybersecurity Tips for Remote Work | 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
