The Bodkins Group at Morgan Stanley

The Bodkins Group at Morgan Stanley Financial Advisors at Morgan Stanley

From funding a loved one's education to reducing the taxable portion of your estate, I can help you develop a plan for your required minimum distributions.

4 Financially Smart Ways to Take Money Out of Retirement Accounts www.morganstanley.com

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

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An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercialization remain distant, the breakthrough shows the remarkable moonshot potential of brain-computer interfaces.

Moonshot: AI Brain Implants | Morgan Stanley Brain-computer interfaces could one day help enable doctors to treat serious brain injury and restore mobility and cognition after paralysis.

Talking about family finances can help you reach your financial goals, build trust, and avoid conflict. Let’s discuss how these tips can help you get started.

How to Break the Ice Around Family Finances | Morgan Stanley Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

Preparing for the unexpected is a key aspect of financial planning. Let’s discuss how a custom life insurance policy can help protect your family.

How to Choose the Right Life Insurance for Your Needs | Morgan Stanley Learn how life insurance can help you protect your loved ones and help ensure their financial security.

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.52% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3tda3ZL

Wondering if a government shutdown could affect your investments? Check out the latest commentary from our public policy strategist and let’s connect.

Would a Government Shutdown Matter to Markets? | Morgan Stanley A U.S. government shutdown looks increasingly likely. Here are the answers to investors’ top three questions.

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.37% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3Riqs9B

Learn why stronger-than-expected performance in construction and infrastructure has led us to increase our U.S. GDP forecast for the second half of 2023.

Soft Landing for U.S. Economy | Morgan Stanley Construction and infrastructure are showing stronger-than-expected growth, improving GDP forecasts for the second half of the year.

Your retirement has the potential to be the most fulfilling period of your life. Let’s work together on your financial and personal plan as you transition from work life to retired life.

Are You Prepared For Retired Life? | Morgan Stanley Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.

Family wealth can evoke strong emotions, both positive and negative. Before your next family wealth-planning conversation, consider your own attitudes and feelings on the topic. These questions may help.

What’s Your Relationship with Wealth? For Many, It’s Complicated. | Morgan Stanley Before engaging in family wealth-planning conversations, you may want to examine your own feelings and attitudes about wealth. Here are some questions you can ask yourself.

Keeping excess cash out of the market may be the safest option in a tough economic climate, but there could be a big opportunity cost. Let’s discuss what you can do to help keep your money growing.

How to Invest Cash as It Loses Value to Inflation | Morgan Stanley Cash may be safe, but it’s losing value to inflation. How can you invest it while seeking some defensive qualities for your portfolio?

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete these tasks to make sure everything is aligned.

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With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

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Recent market volatility has made it important to check the status of your retirement plan. Are you still on track toward meeting your investment goals? Let’s discuss how I can help.

A Six-Step Retirement Checkup | Morgan Stanley Given recent market volatility, checking in on your retirement plan may make a lot of sense.

Thinking about your legacy? Learn how a trust can help you pass on assets.

Why You May Need a Trust | Morgan Stanley You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

Tempted to join in the U.S. stock-market rally? Let’s discuss why chasing recent performance isn’t always the right move.

Investing for the Long Term in an Uncertain Market | Morgan Stanley The recent stock market rally overlooks fundamental risks. Here’s why cautious investors shouldn’t fear missing out on short-term gains.

Planning for retirement isn’t over once you’ve stopped working. Here are five common mistakes people make in retirement—and how to avoid them.

5 Mistakes to Avoid in Retirement | Morgan Stanley How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3CKQ5r6