I’d like to wish a meaningful fast to my friends observing Yom Kippur.
The seasons changing are always a good time to reflect. Happy Fall!
COVID-19 and social distancing are driving tech innovations that could outlast the pandemic. Learn how that could be an opportunity for investors:
MORGANSTANLEY.COM
Is the Pandemic Accelerating Digital Disruption? | Morgan Stanley
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.
When it comes to planning for a loved one’s education, there is no “one size fits all” approach. Learn how you can identify the right education funding strategy for you.
MORGANSTANLEY.COM
529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
The U.S. stock market is lurching between bursts of exuberance and bouts of doubt and anxiety. See three temporary concerns that are likely contributing to this trading range:
MORGANSTANLEY.COM
Could U.S. Markets Soon Get Unstuck? | Morgan Stanley
The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
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.
MORGANSTANLEY.COM
The State of Your Parents' Estate | Morgan Stanley
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability.
MORGANSTANLEY.COM
How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
On Veteran’s Day, and every day, I’m grateful to those who have served.
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:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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.
MORGANSTANLEY.COM
Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Passionate about veterans’ causes and looking to give back this season? Learn how to best focus your philanthropic efforts to maximize your impact within the military community:
MORGANSTANLEY.COM
Giving Back to Veterans | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
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.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.
MORGANSTANLEY.COM
Your 2020 Guide to Holiday Giving | Morgan Stanley
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel:
MORGANSTANLEY.COM
Seeing Light at the End of the Tunnel | Morgan Stanley
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end.
MORGANSTANLEY.COM
Donor Advised Funds: Giving to Charity | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Investors should prepare now for the economic recovery we expect to see next year. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Wishing everyone a happy and healthy New Year!
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
If you dipped into your rainy day to cover expenses in 2020—or never had one in the first place—make it a top priority in 2021 to set aside three to six months of expenses. Not sure where to start? I can help.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Before you return to pre-pandemic spending habits, take a closer look at your budget. There may be some line items that aren’t as necessary as you once thought. I can help you design a new budget for a New Year.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Given recent market volatility, you may need to tweak your portfolio or adjust your savings rate to meet your investing targets in 2021. I can help you determine the right moves for your financial situation.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
After all the challenges in 2020, make 2021 a year of self-improvement. Take advantage of any programs your employers offers for your physical or mental health, and contact me for help boosting your financial wellbeing.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | 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.
MORGANSTANLEY.COM
How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
MORGANSTANLEY.COM
Preparing for a Post Pandemic Market | Morgan Stanley
Which hedge fund strategies may see renewed opportunities in 2021? Our Hedge Funds Team explores high active risk, opportunistic investments, alternative yield and risk mitigation.
MORGANSTANLEY.COM
Today’s Hedge Funds: Solutions to a 60/40 Problem
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | 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
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus.
MORGANSTANLEY.COM
Sustainable Funds Beat Peers in 2020 | Morgan Stanley
“We now find that 85% of individual investors are interested in sustainable investing. Among millennials, the interest is even stronger.” Learn more from Courtney Thompson in a Morgan Stanley Minute.
MORGANSTANLEY.COM
The Scale of Sustainable Investing | Morgan Stanley Minute
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
