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. The Audubon Group is very appreciative that he took some time to host a call with our clients earlier this week.
YOUTUBE.COM
Meet Prashanth Challa
The seasons changing are always a good time to reflect. Happy Fall!
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. Check it out if you have a few minutes....great story.
OURHISTORY.MORGANSTANLEY.COM
Our History — Morgan Stanley
Track has shifted slightly east--good news for us here in New Orleans--but we still need to be prepared all along the Gulf Coast. Be safe, be smart.
NOLA.COM
Hurricane Sally's track nudged slightly east before rapidly strengthening into a hurricane
Sounds like the storm surge wasn't as bad as predicted, but the wind sure did a number on SW Louisiana. Many volunteer and non-profit organizations are on the ground to assist with the recovery, please consider donating if you can.
WEATHER.COM
Hurricane Laura Kills 3, Devastates Swath of Louisiana; Roofs Ripped Off, Buildings Shattered | The Weather Channel
Working with a Financial Advisor is the best way to build a total wealth plan for your personal needs. As a CERTIFIED FINANCIAL PLANNER (CFP®), I have the training and experience to help you define your needs, manage market risks, and build a custom plan to help you reach your goals — and avoid pitfalls that can derail those plans. Let’s connect today, visit our website https://advisor.morganstanley.com/the-audubon-group
We're up. Let's hope this is the last storm of 2020 that we need to be concerned about. Be safe out there.
NOLA.COM
Hurricane Zeta has strengthened. Here's a parish-by-parish forecast for the New Orleans area.
"Tax-efficient” doesn’t mean you never pay taxes. It does mean being deliberate about what taxes you choose to incur, where there is a choice. Does your Financial Advisor coordinate with your Certified Public Accountant (CPA) to make your portfolio as efficient as possible? As a CERTIFIED FINANCIAL PLANNER (CFP®), I can facilitate that conversation. Let’s have that discussion, visit our website to learn how to reach us https://advisor.morganstanley.com/the-audubon-group
Estate planning is an emotional subject. It can also be complex and difficult. Combined, these qualities make estate planning an endeavor you should make with a trusted Financial Advisor. As a CERTIFIED FINANCIAL PLANNER (CFP®), I’m experienced in helping families navigate the decisions and conversations that will be needed to make your estate plan a successful one. Let's connect to talk about how we can help ensure your wishes for your legacy are honored. Visit our website to learn more about our team https://advisor.morganstanley.com/the-audubon-group
Boo! Happy Halloween!
Do you know how taxes will affect your investment returns? Investors sometimes overlook this question. As a CERTIFIED FINANCIAL PLANNER (CFP®), I consider your full financial picture to help build a tax-smart portfolio. Together with your tax advisor, we can coordinate and review your investments for tax efficiency. Let's connect, visit our website to see how https://advisor.morganstanley.com/the-audubon-group
On Veteran’s Day, and every day, I’m grateful to those who have served.
Insurance can get complicated pretty quickly. What kinds of insurance do you need? Life, long-term care, or something else? When was the last time you had a policy review? As a CERTIFIED FINANCIAL PLANNER (CFP®) I’m qualified to help you figure out your insurance needs in the context of your overall wealth. Click here to visit our website https://advisor.morganstanley.com/the-audubon-group
There are many elements to building an investment portfolio – knowledge of asset classes, risk assessment, income sources, and more. But the most important part is building a portfolio that is appropriate for your specific goals. As a CERTIFIED FINANCIAL PLANNER (CFP®), I can build a portfolio uniquely tailored for you. Are your investments in line with your goals? If not, let’s talk…click here to connect https://advisor.morganstanley.com/the-audubon-group
Anyone who has traveled to Europe is familiar with these. Has anyone eaten at a local spot in New Orleans yet that has this set-up?
NOLA.COM
First ‘parklets’ arrive in New Orleans, turning parking lanes into restaurant patios
Happy Thanksgiving to those with us and those far away.
Bet you didn't see this coming just a few short months ago?!! Impressive.
CNN.COM
The Dow just hit 30,000. It was a long road to get there
Black and gold are on a roll! Taysom looked great, defense was dominant, and a win over Falcons is always a good feeling!
NOLA.COM
Cameron Jordan, Saints feast on Falcons again with 8 sacks and 'supreme' confidence
More help is on the way.
NYTIMES.COM
Congress Strikes Long-Sought Stimulus Deal to Provide $900 Billion in Aid
Today is the first day of winter! What traditions are you looking forward to this season?
Wishing everyone a happy and healthy New Year!
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
We’re not out of the woods yet—volatility is expected to continue into 2021. Have a plan, don't let your emotions steer your investment strategy, and above all else, make sure you are getting good advice. Our team is here to help.
ADVISOR.MORGANSTANLEY.COM
Top 5 Mistakes Investors Make in a Sudden Market Downturn—and What to Do Instead | Morgan Stanley
Helping clients make decisions with their retirement plans is something that our team specializes in. If you have questions or just need someone to bounce ideas off of, let us know--we'd love to offer some insight on what might be best for you and your family.
ADVISOR.MORGANSTANLEY.COM
Understanding Your Retirement Plan Options When You Leave a Job | Morgan Stanley
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
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
And to think the Saints beat this team TWICE this season in convincing fashion...Brady just knows how to win when it counts.
CBSNEWS.COM
Tampa Bay Buccaneers rout Kansas City Chiefs in Super Bowl LV, 31-9
Tough times in Texas. Our thoughts and prayers are with our clients, friends, and colleagues.
WEATHER.COM
Millions Without Water, Power as Death Toll Rises in Winter Storms | The Weather Channel - Articles from The Weather Channel | weather.com
I don't know about you--I'm missing Mardi Gras this year, but not standing out on the parade route in near freezing temperatures, that's for sure! #FatTuesdayFreeze
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Each year, Forbes publishes a ranking of the Best-In-State Wealth Advisors, recognizing a select group of Financial Advisors who embody professionalism, dedication and exceptional service. It brings us great pride to share with you that Audubon Group advisors William Oakland and Jason Rawls were both included on this prestigious list for 2021. This truly is a reflection of William and Jason’s commitment to serving their clients as well as their contributions to the success of the firm. Way to go William and Jason, keep up the great work!
FORBES.COM
Best-In-State Wealth Advisors 2021
Don’t forget to set your clocks forward this Sunday!
It's still early on in the year. The market is bouncing back. Now might be a good time to review your 401k contributions, allocation, and performance. Let our team know how we can help.
ADVISOR.MORGANSTANLEY.COM
You Work Hard, Make Your 401(k) Plan Work Harder | Morgan Stanley
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
What is your favorite Drew Brees memory?!! There are so many to choose from, that's for sure.
ESPN.COM
Saint goes marching out: Brees retires from NFL
It's never too late to have this conversation, but getting an early jump on it is best. Let our team know how we can help.
ADVISOR.MORGANSTANLEY.COM
You’re Ready for Retirement. Is Your Portfolio? | Morgan Stanley
