The Greater Boston Group at Morgan Stanley

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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Having helped clients go through liquidity events, sales, and mergers, we understand just how taxing the considerations of selling your business can be. Having time and a clear plan are crucial. Read this primer for some more information on how to prepare for the ‘Transaction of a Lifetime’.

If you know someone who would find this useful, please feel free to share with them. And don’t hesitate to reach out if you have any questions!

Preparing for the Transaction of a Lifetime Preparing for the Transaction of a Lifetime

The Greater Boston Group is determined to keeping our clients informed. We take promoting financial literacy seriously, and there’s no better place to start than with the young ones!

Read this piece about getting your kids knowledgeable about money. It will surely inspire some ideas and conversations to be had.

From Clueless to Clued In: Teaching Teens About Money From Clueless to Clued In: Teaching Teens About Money

Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.

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Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.

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Happy Mother's Day from The Greater Boston Group! Thank you to all Moms for everything they do! Hope all are enjoying the day with their loved ones. 'sDay

Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.

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Happy Easter!

From all of us at The Greater Boston Group, we wish you and your family a joy-filled holiday.

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a lending slowdown. Find out more in On the Markets: https://mgstn.ly/41abnZl

Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s take some time to meet and make sure you’re on track.

6 Ways to Start Fresh Financially in 2023 | Morgan Stanley Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

My team, The Greater Boston Group, is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry. The relationships we have been privileged to build with our clients remain the most important factor in our receipt of this recognition. Thank you to everyone who has supported us or placed trust in us as Financial Advisors!

[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]

Learn how a trust can help you define how you want your life’s work and wealth to benefit the people and causes you love and care for.

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.

Employees are paying greater attention to their workplace financial benefits this year—and many in the workforce are recognizing that their needs are not being fully addressed. Learn more in our latest State of the Workplace Study: https://mgstn.ly/3UqD2Cb

As you consider financial gifts to children or other family members, you may also want to think about how you’d like your gifts to be used. Let’s discuss options to consider.

Next Generation Gifting Considerations | Morgan Stanley As you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used.

Morgan Stanley at Work compares common small to mid-size business retirement solutions, so you can select the right choice for your business. Learn more here: https://mgstn.ly/3A41MYI

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your giving go further.

Tax-Efficient Charitable Giving Strategies | Morgan Stanley Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

You understand the importance of offering retirement benefits, but how do you select the right option for your small to mid-size business? Morgan Stanley at Work walks through common retirement solutions. Learn more here: https://mgstn.ly/3sSJg1H

Art can represent a significant share of your personal wealth, which is a good reason to understand its value. Let's discuss how art indices can offer some insight into what you own.

Demystifying Art Indices | Morgan Stanley How art-market indices can help collectors and owners better understand this important asset class.

Employees are paying increased attention to workplace benefits and employers are being asked to help with understanding how to maximize them. Learn more in our latest State of the Workplace Financial Benefits Study: https://mgstn.ly/3TWysv5

With the U.S. midterm election fast-approaching, how could the potential outcomes affect equity markets and sectors? Let’s discuss implications for your portfolio.

Midterms and Markets: A 2022 Guide for Investors | Morgan Stanley What the 2022 midterm election outcome could mean for equities and how investors can benefit.

Strong and growing demand for cybersecurity could create long-term opportunities for investors. Let’s discuss whether they make sense for you.

Megatrends: Opportunities on the Front Lines of Cybersecurity | Morgan Stanley The cybersecurity sector is rapidly growing and developing new ways to guard against sophisticated attacks. How can you take advantage of the long-term investment opportunity?

NFTs are reshaping the art market in new and unexpected ways. Here’s what collectors should know.

Democratizing Art: How NFTs Are Reshaping the Art World | Morgan Stanley Nonfungible tokens are disrupting the traditional art market, creating new communities of collectors and giving artists more access to their fans and buyers. What to know.

How will your portfolio hold up as the Fed tightens policy in 2022? Let's discuss ways to help you navigate the tighter financial conditions ahead.

Why Portfolio Construction Could Get Tougher | Morgan Stanley The latest run-up in interest rates may not be as fleeting as some investors think. What it could mean for portfolios.

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track.

What Kind of Retiree Do You Want to Be? | Morgan Stanley Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

S&P 500 records lowest single-day return since February in holiday-shortened session as new COVID-19 variant drives de-risking across markets. Read more in the 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

*Let's Talk About Year-End Planning*

Tax loss harvesting is a way to potentially lower your tax costs in a taxable investment account. When selling investment securities at a loss, you get to recognize a capital loss, which you may be able to use to offset capital gains. If you have offset all your capital gains and still have capital losses remaining, you can apply up to $3,000 of excess capital losses to offset your ordinary income.

Learn more about how we can work with your tax advisor to help you put a tax-efficient investment strategy in place.

4 Key Tax Questions for Investors to Consider | Morgan Stanley Factoring the impact of taxes into your investment decisions can help you to keep more of your hard-earned money, both now and in the future.

*Let's Talk About Year-End Planning*

Looking for a tax-smart way to give to your favorite charities? Let’s talk about how a donor advised fund can help you maximize your giving over time.

Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving | Morgan Stanley There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact.

*Let's Talk About Year-End Financial Planning*

From now until 12/31 I will be providing resources that are important considerations for year-end financial planning. This will range from:
-Income Tax
-Investment Planning
-Retirement Planning
-Wealth Transfer & Legacy Planning

Stay tuned for ideas that you and your financial team should be discussing as we approach the end of 2021!