As the world reopens, you may want to think about revisiting your financial plan. Get started by answering these key questions:
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Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
From a porch in Maine... Did you know that Morgan Stanley was founded at a meeting right here on the coast of Maine?
This year is the 85th anniversary of our firm, and we're celebrating with a 5-part documentary on the history of Morgan Stanley, in which we uncover the people, ideas and decisions that shaped our firm.
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Our History — Morgan Stanley
Here are tips to helping your kids cope during the pandemic from mental health expert Dr. Harold Koplewicz.
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Protecting Kids’ Health During COVID-19 | Morgan Stanley
Investors may not be focused on the risks that pose the biggest threat to their portfolios. See three risks to the U.S. economy and markets that investors could be overestimating and three they could be underestimating:
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Weighing Risks to U.S. Markets | Morgan Stanley
The new July 15th Tax Day is around the corner. Visit our online tax hub to make sure you’ve checked all your tax-prep boxes for 2020.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Mandell Crawley, Head of Private Wealth Management, spoke with Barron’s about accelerating strategic initiatives, what work might look like after the pandemic, and how the industry can step up its diversity efforts. Read more here:
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Barron's | Mandell Crawley: ‘A Tremendous Platform’
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets:
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GIVING TUESDAY
You may have braved the crowds for Black Friday, or supported your favorite local businesses on Small Business Saturday. Next came Cyber Monday, where Americans spent millions online. Today is Giving Tuesday, where we take a moment to donate to our most valued organizations. Every gift matters in these challenging times.
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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
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
Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Learn how gender-themed investing can avoid equality laggards, seek out leaders and invest in companies whose products improve the lives of women.
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Addressing Gender Equality in Impact Investing | Morgan Stanley
Remote learning and social distancing mean more screen time for kids. But how is it affecting their mental health? Our study with the Child Mind Institute will assess the impact and make recommendations to address problematic behaviors.
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Kids, Screen-time and the Pandemic | 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
