Bradley Baskir, Financial Advisor at Morgan Stanley

The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial strategy. Let me know if you'd like to learn more.

Protecting Your Estate From Future Transfer Taxes morganstanley.com

The General Election could impact the markets, the economy, taxes and your portfolio. Tune in to an exclusive conversation with Morgan Stanley thought leaders for their perspectives:
https://livesocial.seismic.com/a9Dhp1

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.73% Annual Percentage Yield. We now have a limited-time promotion of our 6-month New Money Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive CD offer until 8/20/2024:
https://livesocial.seismic.com/atTds1

Despite the shakeup in the presidential race, not much has changed for investors planning for the next few months. Learn more from Morgan Stanley Research.

New Democratic Ticket, Same Market Outlook morganstanley.com

US equities fell Monday as markets continued a global risk-off posture amid growth concerns. Read more in the 1% Move report.

The 1% Move: August 5, 2024 morganstanley.com

Private company liquidity is changing. Find out what's top of mind for decision makers in this Liquidity Trends Report from Morgan Stanley at Work.
https://www.morganstanley.com/atwork/articles/liquidity-trend-insights-private-company-leaders?utm_source=LinkedIn&utm_medium=Social_Media-Organic&utm_campaign=Equity_Solutions https://livesocial.seismic.com/a4WfgZ

"He's currently in a meeting with a client. Can I take a message?"

- My daughter, probably.

How could the General Election impact the markets, the economy, taxes and your portfolio? Join us on July 31st for a conversation with Morgan Stanley's Michael J. Stein, Global Head of Government Relations, and Monica Guerra, Head of U.S. Public Policy, for their perspectives. Register here:
https://livesocial.seismic.com/aLwdqr

Looking for workplace financial benefits, but not sure where to start? Let the Morgan Stanley at Work Solution Finder make recommendations that are a fit for you based on the needs of your business. Answer a few questions:
https://www.morganstanley.com/atwork/solution-finder?utm_source=LinkedIn&utm_medium=Social_Media-Organic&utm_campaign=Ecosystem?ET_MID=noloc&ET_MID=nomsai https://livesocial.seismic.com/aOeEzx

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

On Juneteenth, we commemorate the emancipation of enslaved African Americans in the United States and celebrate the rich contributions, culture and history of Black Americans.

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your financial goals. Let's discuss which tax-smart strategies may work for you.

Uncover 6 Ways to Reduce Your Tax Bill | Morgan Stanley www.morganstanley.com

Happy Pride Month!

Happy Father's Day to all the incredible fathers and father figures out there!

June is National Homeownership Month! Let's take some time to discuss how an all-cash offer can help you stand out from other buyers.

Looking to Buy a Home? How Cash Offers Can Give You an Edge www.morganstanley.com

I'm proud that the Morgan Stanley Foundation has delivered over $1.4 million in grants to 44 Feeding America partner food banks across the United States. These grants help expand innovative child hunger programs and improve equitable access to food for underserved communities. Learn more about how Morgan Stanley gives back:
https://livesocial.seismic.com/aSVdzI

June is Morgan Stanley's annual Global Volunteer Month! My colleagues and I are coming together to make a difference in our communities. Learn more about how we give back.

Giving Back | Morgan Stanley www.morganstanley.com

How may November's outcome impact investors? Join Morgan Stanley's Michael J. Stein, Global Head of Government Relations, and Michael Zezas, Global Head of Fixed-Income and Thematic Research, on Tuesday, June 18 to hear their perspectives.

General Election & The Markets – Tuesday, June 18, 12:00 PM ET morganstanley.webcasts.com

Explore the State of the Workplace 2024 Financial Benefits Study, from Morgan Stanley at Work, to discover how employers are navigating changing employee needs and the evolving role of financial benefits.
https://www.morganstanley.com/atwork/articles/state-of-workplace-financial-benefits-study?utm_source=LinkedIn&utm_medium=Social_Media-Organic&utm_campaign=Ecosystem https://livesocial.seismic.com/a9E7Wb

We help business owners and entrepreneurs build, preserve and manage wealth so they can pursue their financial goals. Register and join us on Wednesday, June 5th at 4PM ET for an exclusive virtual event to learn about the suite of resources Morgan Stanley offers to support your business through every stage of its life cycle.

Morgan Stanley Support for Each Stage of Your Business morganstanley.zoom.us

This Memorial Day, let's remember and honor the brave souls who made the ultimate sacrifice for our nation's freedom. Thank you for giving up your life so we can live ours - forever grateful to you and your legacy.

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.45% Annual Percentage Yield with a 3 to 11-month New Money CD. Learn more and contact me to take advantage of this competitive CD offer:
https://livesocial.seismic.com/ac_dJg

In celebration of Jewish Heritage Month, my colleague Christopher Brolly, and I organized an event in conjunction with CJP - Combined Jewish Philanthropies to educate my fellow Morgan Stanley Boston colleagues around antisemitism, in a lunch and learn titled: 'Building Bridges Through Conversation: Antisemitism'.

Our featured speaker and educator was Melissa Garlick, Senior Director of Combating Antisemitism and Building Civic Engagement at CJP.

Following a welcome address I offered sharing how difficult the last 7+ months have been for me and my fellow Jewish brothers and sisters globally, Melissa discussed issues facing Boston's Jewish community, CJP's historical work in the community and its current work to address the rise in antisemitism.

Amid the surge in antisemitic incidents, targeting K–12 schools, college campuses, public spaces, and private homes, the session was an opportunity to engage in dialogue, ask questions, and learn more amid deeply challenging and complex times facing our communities.

We had a tremendous turnout of nearly 50 people, many of whom were not themselves Jewish, and attendees learned a lot.

Special shoutout to Milk Street Cafe for the delicious Kosher food as well!

I am proud to share that I have been recognized as an Alternative Investments Director. This designation is for Morgan Stanley Financial Advisors who have significantly incorporated alternative investments into their practice and meet the designation's criteria requirements. My expertise in this field, coupled with the designation, allows me to provide eligible clients with guidance and insights about the alternative investments asset class and strategies offered by Morgan Stanley Wealth Management. If interested, learn more on our website and let's schedule time to plan an approach that is right for you.
https://livesocial.seismic.com/aH1_h_

Even the savviest investors can fall prey to bias and emotion. Let's discuss strategies to help sharpen your decision-making.

How to Take the Emotion Out of Investing | Morgan Stanley www.morganstanley.com

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? See how tax-loss harvesting can work for you.

Tax-Loss Harvesting Can Work Year-Round for Investors—Here's How | Morgan Stanley www.morganstanley.com