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.
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
Proud to say that Morgan Stanley is the named Institutional Financial Advisor for the NFLPA. We're here to help those in the Sports and Entertainment industry with unique wealth challenges.
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Your Dream, Our Team | Morgan Stanley
Wondering how the upcoming election will impact your investments? Here are some scenarios to consider:
https://www.morganstanley.com/ideas/2020-election-forecast-market-outlook
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2020 U.S. Election Preview: 5 Themes to Watch for Investors | Morgan Stanley
Tax Day 2020 has past, but it’s never too late to start incorporating tax efficiency into your wealth plan. Learn how active tax management can help you save more for your goals and keep more of what you’ve earned.
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Tax Strategy Moves for Your Investments | Morgan Stanley
Take control of your financial future. Join us for Part 1 of the Women And Wealth webinar series featuring a few of our senior female thought leaders. This conversation will dive into the keys to financial wellness, leveraging your power, and the path to achieving a sustainable work and home life balance.
MORGANSTANLEY.WEBCASTS.COM
Women and Wealth Webinar Series - 1338343
Aside from building a pumpkin spiced latte fund, here are some personal finance moves you can make this fall. If you don't have a financial plan, send me a message and let's talk.
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Fall Planning for Your Finances | Morgan Stanley
Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
Higher education expenses are higher than ever. So it’s important to stay the course in saving for college, even in challenging times. I’m here to help—reach out today and let’s put a plan in place to prepare for a new tomorrow.
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Investing in a Loved One’s Education: Plan Now for the Future | Morgan Stanley
Your guide to personal finance under a Joe Biden Presidency. Educate yourself on how potential new policies might or might not impact your financial life.
https://www.forbes.com/advisor/personal-finance/your-guide-to-personal-finance-under-a-joe-biden-presidency/
FORBES.COM
Your Guide To Personal Finance Under A Joe Biden Presidency
If you stayed the course through this entire year, pat yourself on the back. This is great news for the idea of returning to normal in the near future.
https://www.cnbc.com/2020/11/08/election-stock-market-futures-open-to-close-news.html
CNBC.COM
Dow rallies more than 4% to a record high as Pfizer says Covid-19 vaccine is more than 90% effective
After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook.
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2021 Investor Strategy Outlook: 6 Takeaways for the Year Ahead | Morgan Stanley
Join us for an exclusive event with NBA All-Star and Atlanta Hawks Co-owner Grant Hill. Send me a message to register or click the link below:
https://morganstanley.webcasts.com/starthere.jsp?ei=1393683&tp_key=34efddbb54
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From the Court to the Owner’s Box with Grant Hill, NBA All-Star & Co-Owner of the Atlanta Hawks - 1393683
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:
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Tax-Smart Strategies for Your Retirement | Morgan Stanley
Wishing everyone a happy and healthy New Year!
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
Each January, I encourage all of my clients to update their financial plan for the year ahead. Here are some of my thoughts for 2021:
1. Short term rates (think cash and CD's) will likely stay low.
2. Big tax policy changes are unlikely in 2021.
3. Keep an eye on potential retirement plan changes and take advantage.
4. Review your insurance coverage and estate planning documents.
75% of Americans are winging it when it comes to their finances. Reach out and I'll show you how easy it is to have a financial plan.
Things I would tell my younger self about money:
- The perfect time to start investing doesn't exist. There will always be reasons to delay, so start now.
- Spend money on things that buy time.
-Buy the coffee or whatever it is that gets you motivated to start your day.
-Prioritize earning not saving.
-Have a long term strategy. Time flies.
-Do things that have a compounding effect.
This has been a historic week for the stock market. The way in which people want to invest is changing. Transparency is paramount. If you feel stuck with a brokerage that you're unhappy with, message me and I will explain the options that are available to you.
The key to building wealth is through compounding. You can compound growth by consistently making smart financial choices. You can also compound negatively with bad decisions or inaction. It works both ways.
You don't have to be wealthy to work with a financial planner. A financial plan will help you identify ways to optimize your finances for compounding growth.
By 2030, women are expected to control more than $30T in US household financial assets. Learn what’s needed to make the most of your finances, even when life throws a curveball.
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Unique Financial Challenges Women Face | Morgan Stanley
