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
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
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
The seasons changing are always a good time to reflect. Happy Fall!
ATM fees can add up quickly. Get unlimited ATM fee rebates worldwide with a Morgan Stanley CashPlus brokerage account. Contact us to learn more.
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CashPlus: A Modern Alternative to Banking | Morgan Stanley
Morgan Stanley
September 14 at 3:00 PM ·
We're looking back—and ahead—on the occasion of our 85th anniversary. Our #MorganStanleyat85 documentary premieres this week.
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
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.
We are Morgan Stanley at Work. With equity compensation, financial wellness, and retirement solutions, we help companies offer their employees benefits that replace financial distractions with newfound confidence.
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Workplace Financial Solutions | Morgan Stanley At Work
'Big Tech' rally sends stocks sharply higher on Monday. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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?
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
We appreciate our service professionals!
Morgan Stanley
October 23 at 8:00 AM ·
Since 2010, we’ve celebrated Service Professionals at Morgan Stanley and this year is no exception! Even throughout these uncertain times, their dedication to providing first-class service to our clients has been stronger than ever. Thank you for rising to the challenge every step of the way. https://mgstn.ly/2FUK9Ss
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
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
Amid the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.
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Why the Election Just Got Trickier | Morgan Stanley
While market performance is more closely correlated with the business cycle than with the political party in office, the two sides present different sector-level risks and opportunities. Learn which sectors we believe may benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
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
The holidays might look different this year, but one thing that won't change is our desire to give to the people and causes we care about. Here are some modern ways to do it.
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Your 2020 Guide to Holiday Giving | 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 President-elect Joe Biden prepares to take office, foreign policy, trade, COVID-19 and stimulus are just a few of the variables ahead for markets.
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Post-Election 2020: What’s Ahead for Markets and Policy? | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
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
Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021.
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2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more:
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Tax-Aware Strategies for Your Wealth Plan | 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
Have you seen our Morgan Stanley Minute videos? Our firm’s thought leaders break down the most complex investment topics of the day.
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Investment Insights from Our Leaders | Morgan Stanley Minute
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
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
Here’s why it’s important to have a lens on the benefits executives and their families need.
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Executive Plan Design | Morgan Stanley at Work
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide.
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Gifts for Good
Would you like to get started investing for a future goal? See our guide:
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Smaller-cap stocks in sectors that are sensitive to the economic recovery may outperform in 2021 and beyond. Learn more:
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2021 & Beyond: An Investor Playbook for the New Business Cycle | Morgan Stanley
Most of us are eager for 2021 to begin, if only for the hope a new year can bring. Consider these four steps to help you reset your finances in the new year, from my colleague, Krystal Barker Buissereth, who leads our Financial Wellness business.
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2021: Time for a Financial Reset | Morgan Stanley
Wishing everyone a happy and healthy New Year!
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
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
Defining how you want your life’s worth to benefit the people and organizations you care for begins with trusts. Talk to me today to plan for a new tomorrow and ensure your lasting legacy.
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How a Trust Can Protect Your Legacy | Morgan Stanley
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers.
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The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
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
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
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
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
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.
YOUTUBE.COM
Password Security
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
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
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest.
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2021: A New Space Economy | 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.
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
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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.
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The Surprising Connection Between Golf and Investing | 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!
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:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest.
MORGANSTANLEY.COM
2021: A New Space Economy | Morgan Stanley
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next?
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Reimagining Travel | Now, What's Next? from Morgan Stanley
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
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
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
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:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | 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.
Learn where investors may want to look for opportunities, in what could be year two of the bull market.
MORGANSTANLEY.COM
2021 Stocks: Optimistic but Buckle Up | Morgan Stanley
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
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next?
MORGANSTANLEY.COM
Reimagining Travel | Now, What's Next? from Morgan Stanley
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
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
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout.
MORGANSTANLEY.COM
Understanding the Volatility Playbook | Morgan Stanley
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more:
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GIC Investment Perspectives February 2021 - 1430381
Lori Sackler uses inspiration from Vivaldi to explore the four seasons and their impact on financial decisions in the first blog in her new series, “The Money Talk and the Four Seasons.”
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The "M Word" Blog: Money Talks and the Four Seasons | Morgan Stanley
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding:
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Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout.
MORGANSTANLEY.COM
Understanding the Volatility Playbook | Morgan Stanley
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives February 2021 - 1430381
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
No surprise that finances are a leading source of stress for employees. Luckily, says Jed Finn, there’s something employers can do about it.
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Financial Wellness at Work | Morgan Stanley Minute
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
The rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest.
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2021: A New Space Economy | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
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
No surprise that finances are a leading source of stress for employees. Luckily, says Jed Finn, there’s something employers can do about it.
MORGANSTANLEY.COM
Financial Wellness at Work | Morgan Stanley Minute
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.
MORGANSTANLEY.COM
Unique Financial Challenges Women Face | Morgan Stanley
The rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest.
MORGANSTANLEY.COM
2021: A New Space Economy | Morgan Stanley