Front Street Group at Morgan Stanley

Front Street Group congratulates Jenny Hartline's promotion to Vice President! Jenny is a leader that embraces commitment, intelligence and mentorship. She is tirelessly focused on providing our clients with flawless ex*****on. She is a true team player!
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Families and individuals with complex assets need more than just a financial planner. My Family Wealth Director training has given me the knowledge to build and manage sophisticated investment portfolios for individuals, families and institutions. Let's connect today.

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.

Did the Fed Jump the Gun? | Morgan Stanley The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this article and let’s connect.

3 Risks in an Unfamiliar Market | Morgan Stanley Investors are navigating strange terrain with a surprisingly resilient economy, a top-heavy stock market and a deeply indebted government. Here’s how to stay on course.

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare your portfolio for next year.

Investors Aiming for Perfection in 2024 | Morgan Stanley Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.

Wondering where to start with building a total wealth plan to help achieve your personal goals? As a Family Wealth Director, I have the training and experience to help you define your needs, build a custom plan to help you reach your goals and access a network of specialists dedicated to making your financial aspirations a reality. Give me a call, I'd be happy to discuss.

Thinking about year-end tax considerations? One option is diversifying a concentrated position. Let’s connect and discuss how these 4 strategies may help.

4 Tax-Smart Ways to Diversify Your Portfolio | Morgan Stanley Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/3sZmOre

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

Global Macroeconomic Outlook 2024 | Morgan Stanley In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

Did you know that a “financial personality” is a real thing? Indeed, it is! It’s important to know the traits and behaviors that reveal your ‘personality’ when it comes to money and how you can harness that self-awareness to your advantage. You can use this knowledge to help you take control of your money and create a financial story that’s worthy of a standing “O”. Learn about this and more.

The 5 financial personality types | E*TRADE Didn’t know that a “financial personality” was a thing? Well, it is, and you’ve got one. And while it’s not something that’s likely to make it into your dating profile, it says a lot about you.

Fraudsters have taken the time to learn about you, so you should take the time to learn how to spot a scam before it’s too late.

Sidestep Social Engineering Scams | Morgan Stanley Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

Saving for retirement? Discover six strategies to help reduce your taxable income and keep more of what you’ve saved.

Tax-Smart Strategies to Consider for Your Retirement | Morgan Stanley Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

Your 2023 Guide to Holiday Giving | Morgan Stanley As you reconnect with loved ones for the holidays, consider these impactful ways to give.

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.

Studying past cryptocurrency trading cycles can help investors understand what may lie ahead for the asset class. Here’s what to know.

Will Crypto Spring Ever Come? | Morgan Stanley The four “seasons” of cryptocurrency’s historical trading cycle may offer insight into the currency’s next moves.

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 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.

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones.

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.

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/45y6NWn

You’ve worked hard to build wealth. Now it’s time to protect your legacy. Let’s work together on this 7-step estate planning checklist.

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

We believe it takes a team approach to integrate; estate, tax, trust, philanthropic and wealth planning strategies across generations. Contact us https://advisor.morganstanley.com/front-street-group and let's talk strategy.

Your charitable gifts plus volunteer efforts can have a meaningful impact on causes you care about. Here’s how you can get involved.

How to Give to Charity . . . if You’re Not a Millionaire | Morgan Stanley By combining your charitable gifts with volunteer efforts, you can have a meaningful impact on causes you care about even if you don’t have a lot of money to give away.

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.

Interested in learning how an equity endorsement deal may fit into your overall financial plan? Let’s discuss.

Equity for Endorsement? What to Know | Morgan Stanley Star athletes and entertainers have been inking endorsement deals that include equity compensation. Here’s what to consider when determining whether this approach makes sense for you.

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.