James Szweda, Financial Advisor at Morgan Stanley

You can easily categorize your expenses and manage your spending while you travel with our Spending + Budgeting tool. Learn more here.

Online Financial Tools | Morgan Stanley Discover our online tools and view your finances all in one place. Track your spending habits, categorize expenses and create budgets.

‘Tis the season for joy, love and peace. Merry Christmas everyone!

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

5 Tax-Savvy Ways to Give | Morgan Stanley If you’re inclined to help others, consider these ways to make your giving go further.

Take a moment and read our Wealth Management Capabilities brochure to see how I can help you craft an investment strategy around your goals. https://advisor.morganstanley.com/james.e.szweda/from_my_desk

From My Desk | James E Szweda | Clayton, MO | Morgan Stanley Wealth Management Learn more about From My Desk from James E Szweda at Morgan Stanley.

On this Veterans Day, I want to honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

Join us on November 15 for a timely update on the complex events currently unfolding in Washington with Michael Stein, Morgan Stanley’s Global Head of Government Relations. https://bit.ly/40xHvHi

As health care costs continue to rise, you’ll want to know the options you have to help control your financial exposure to uncovered care costs. Find out more here.

Planning to Fund Long-Term Care Expenses | Morgan Stanley Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Fall Planning for Your Finances | Morgan Stanley Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.

Happy Labor Day!

Everyone have a safe and enjoyable weekend.

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.

Don’t wait to start planning for your financial future. The sooner you start, the more time you have to reach your goals. Let’s meet and discuss how I can help.

What to Do If You Are Off Track on Your Goals | Morgan Stanley Don’t worry if your financial goals look out of reach now based on what you’ve saved. There are ways to adjust course that are easier than you may think.

Today I'm celebrating 30 years here at Morgan Stanley.

I'm grateful for three decades of trust, growth and shared success with our valued clients, and looking forward to many more years to come!

Help protect yourself on your next trip with these cybersecurity tips.

Travel Cybersecurity: Staying Safe on Vacation | Morgan Stanley Learn how to protect your computer security while traveling. Explore these travel cybersecurity tips from Morgan Stanley as you plan your next vacation.

You can easily categorize your expenses and manage your spending while you travel with our Spending + Budgeting tool!

Learn more here. https://mgstn.ly/3ri3vYV

Hope you have a wonderful Fourth of July full of fun and fireworks!

I’m proud that the Morgan Stanley Foundation has delivered nearly $2 million in grants to 11 Feeding America partner food banks across the United States. These grants help break down barriers and provide our neighbors with the opportunity to choose food that best fits their needs.

Giving Back | Morgan Stanley Learn how Morgan Stanley is rooted in communities around the world, which means a unique opportunity to commit ourselves to philanthropy and volunteering.

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

Wondering what wisdom a “Bullfrog” has to offer? Join us June 20 to hear from Four-Star Admiral William H. McRaven, U.S. Navy (Ret.) who earned this title in 2011 for being the longest-serving Navy SEAL and “frogman” on active duty. https://bit.ly/3Xblbl2

On this Memorial Day, our nation reflects on how grateful we are for the brave men and women who made the ultimate sacrifice. Thank you for your service.

Happy Mother's Day to all the wonderful mothers and women in my life! Celebrating you and all that you do for your families.

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% 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/3BdEIXF

In uncertain markets, alternative investments may be useful. They can provide income, help diversify your portfolio and serve as an inflation hedge. Let’s discuss if any of these strategies make sense for you.

6 Opportunities in Alternative Strategies | Morgan Stanley In the current environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.

In this article from Barron’s, our CEO James Gorman explains how the power of scale has enabled Morgan Stanley’s sustained success in this unpredictable market.

Barron's | Inside Morgan Stanley’s Success—and What’s Ahead Morgan Stanley plans to hit $10 trillion in client assets over the next decade

The Morgan Stanley Client Experience means we listen more than we talk, so we can deliver insights, and a personalized plan to help you reach your financial goals. Visit my website to tap into more!

https://advisor.morganstanley.com/james.e.szweda

Morgan Stanley clients with eligible brokerage accounts can earn 4.25% 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/3GkyE2v

Happy St. Patrick's Day! You can't rely on a four-leaf clover for luck, but we can work together to set up personalized strategies to reach your financial goals.

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

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