Children everywhere could face significant trauma to their mental health during the COVID-19 pandemic. Here's what we're doing to help.
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Children’s mental health and Covid-19 | Morgan Stanley
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
When market volatility picks up, having a long-term horizon is an investor's best strategy. Here's why:
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How to Handle Volatility | Morgan Stanley
The seasons changing are always a good time to reflect. Happy Fall!
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
Managing your finances by yourself can be overwhelming. With Morgan Stanley Online, there are tools to help you stay on track. Reach out to me if you want to learn more.
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Online Financial Tools | Morgan Stanley
October is National Disability Employment Awareness Month. It's always important to create opportunities and accessibility for everyone.
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
Make the most of being a Morgan Stanley client with our financial management tools available on Morgan Stanley Online. If you aren’t using our tools already, let’s talk.
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Online Financial Tools | Morgan Stanley
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.
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Fall Planning for Your Finances | Morgan Stanley
At Morgan Stanley, we’re focused on fortifying your finances no matter what—whether that means revisiting your retirement plans, balancing out your budget, or reassessing long-term goals. It’s your life and your wealth. Let’s make a plan to better it, together.
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Your Life, Your Wealth: Planning for a New Tomorrow | 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
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
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.
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Fall Planning for Your Finances | Morgan Stanley
As education costs rise, it's critical to start planning early. The right college savings strategy can help ease financial stress for you and your family. Start by finding answers to key questions here.
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Planning for the Rising Cost of Education | 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
Coverage gaps in your insurance can lead to unwanted financial exposure. Learn more about how a simple risk assessment can go a long way in closing these gaps.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
As the healthcare industry reaches a seminal moment, learn three key topics that will shape its future.
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3 Themes Shaping Healthcare | Morgan Stanley
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
5 signs it may be time to review your company’s retirement plan provider.
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Outgrown Your Retirement Plan | Morgan Stanley at Work
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
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
Extreme swings in the VIX—a rise in the volatility of volatility—suggest important changes in market dynamics could take hold with the new business cycle.
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Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
Do you want to involve your family in charitable giving? Donor advised funds give you the flexibility and time to involve family members in your strategic giving, so you can share the causes that are important to both you and your loved ones.
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Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving | Morgan Stanley
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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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
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:
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Seeing Light at the End of the Tunnel | Morgan Stanley
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
Planning for your next American road trip? Here are some tips to travel smartly and safely and some perks for Morgan Stanley Reserved Living & Giving members!
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The Great American Road Trip
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
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:
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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
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.
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Donor Advised Funds: Giving to Charity | Morgan Stanley
My clients who are Morgan Stanley Reserved Living & Giving members get the best deals on Lexus, BWM, Mercedes, Audi and more! Reach out if you are interested in learning more about our loyalty program.
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Reserved Exclusives: Offers & Benefits
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
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
As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you?
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Should You Be Worried About Your “Smart” Devices?
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.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021.
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Online Financial Tools | Morgan Stanley
Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income:
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The potential drag from taxes on investment returns is not always clear, but can be material. Learn more:
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Watching our children for signs of increased anxiety and depression can help get them the care they need sooner. New firm-sponsored research from the Child Mind Institute shows how children’s mental health has been impacted during the pandemic. Here’s more on our findings.
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Coronavirus and Mental Health: A Study | Morgan Stanley
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
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.
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Password Security
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
Congratulations to Natasha Carse on her recent promotion to CERTIFIED FINANCIAL PLANNER™. I'm so proud to work along side her each day as we help clients with holistic wealth planning.
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.
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
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
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
We look at President Biden’s proposals that could affect taxpayers—and their timing. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.
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
