The Spectrum Group at Morgan Stanley

You've worked hard to build wealth, now it's time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries.

Estate Planning Essentials: 7 Key Steps | Morgan Stanley www.morganstanley.com

Our Team will be holding the August edition of The Spectrum Group's Monthly Market Update call series Wednesday, August 7th at 4:15 PM.
We would love for you to join us!

Please feel free to reach out with any questions.

Our Team will be holding the August edition of The Spectrum Group's Monthly Market Update call series Thursday, August 1st at 4:15 PM.
We would love for you to join us!

Please feel free to reach out with any questions.

Book your summer travel with Reserved Living & Giving. Enjoy discounts on hotels, golf club shipping, car rentals, popular attractions, airport lounge memberships and more!

Summer Travel with Reserved Living & Giving msreserved.com

Want to raise financially savvy kids? Start by teaching them about budgeting, saving, and investing. Let's empower the next generation together. Contact me for more tips.

A Parent's Guide to Talking to Your Kids About Money morganstanley.com

Developing the technologies that can help us live longer and healthier may take years or decades and require significant investment. Here's what investors need to know.

The New Technologies for Longer, Healthier Lives www.morganstanley.com

Have you reviewed your retirement plan or asset allocation lately? Now is a great time to discuss these and other aspects of your financial plan. Let's connect.

Your Mid-Year Financial Planning Checklist | Morgan Stanley morganstanley.com

Wishing everyone a wonderful Fourth of July full of fun and fireworks!

Amid a global earnings recovery, look for additional relative upside for Japanese and European equities along with further support for credit markets and a variety of commodities. Find out more in the 2024 Midyear Outlook edition of On the Markets.

The Path of Least Resistance mgstn.ly

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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

Our Team will be holding the June edition of The Spectrum Group's Monthly Market Update call series Tuesday, June 18th at 4:15 PM.
We would love for you to join us!

Please feel free to reach out with any questions.

Today is National Senior Fraud Awareness Day, a great reminder to check in on your loved ones who may be more susceptible to the different forms of fraud.

Check out the attached article to find some helpful tips took keep you and your family safe.

Protecting Elders From Financial Abuse | Morgan Stanley www.morganstanley.com

Mother's Day is a great opportunity to take a moment and reflect on the immense impact that mothers have on our lives. They are the ones who are always there to lend a listening ear, offer words of encouragement, and make sacrifices to ensure that we are taken care of. In every sense of the word, mothers are the bedrock of our families.

How will you express your gratitude this Mother's day?

Our Team will be holding the March edition of The Spectrum Group's Monthly Market Update call series Thursday, March 21st at 4:15 PM. We would love for you to join us! Please feel free to reach out with any questions.

Automakers are racing toward a future in which software, not hardware, will define cars. Here's how we'll get from the self-parking, automatic-braking cars of today to the fully autonomous cars of tomorrow.

The Future of Cars | Morgan Stanley www.morganstanley.com

How will stocks perform this year? Find out why one of our top strategists sees the S&P 500 Index ending 2024 around 4,500.

Are We in a Bull Market Yet? | Morgan Stanley www.morganstanley.com

As today is National Love Your Pet Day, the team is excited to share the below photos of their furry friends! How will you all be celebrating your pet's today?

The Spectrum Group would like to wish you and your loved ones a sweet Valentine's Day!

The Team will be holding the February edition of The Spectrum Group's Monthly Market Update call series Tuesday, February 13th at 12:00 PM. We would love for your to join us! Please feel free to reach out with any questions.

Happy Puzzle Day! During the holidays, Natalia, our team member enjoyed completing a 1000-piece Central Park landscape puzzle along with her mom.

As this week is National Pizza Week we want to share this photo of the Team's Joe Fezza making some homemade Pizza with his Daughter Valentina. Making these homemade Pizzas has become a Friday tradition that the Fezza family looks forward to each week!

The Team will be holding the January edition of The Spectrum Group's Monthly Market Update call series Tuesday, January 9th at 4:15 PM. We would love for you to join us! Please feel free to reach out with any questions.

The Spectrum Group would like to wish you a happy and healthy Holiday season. We appreciate the trust you have placed in us as your advisors, and look forward to our continued relationship in the new year!

The Team will be holding the December edition of The Spectrum Group's Monthly Market Update call series Thursday, December 14th at 4:15 PM. We would love for you to join us! Please feel free to reach out with any questions.

The Spectrum Group would like to wish you a happy and healthy Thanksgiving!
We hope that wherever you find yourself this thanksgiving you are able to spend it with friends and family alike!

You’ve worked hard to build wealth, now it’s time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries.

Estate Planning Essentials: 7 Key Steps | Morgan Stanley Creating an estate plan can help protect your wealth and prevent hardship for your heirs.