The Stevens Group at Morgan Stanley

Financial Advisors at Morgan Stanley Helping create predictable income for physicians, small business owners and families like yours. NMLS#: 1255508, 2115024

The Stevens Group at Morgan Stanley works with a select group of physicians, business owners and high net worth families to help them generate predictable income in an unpredictable world. Through long-term planning and a proactive approach, we emphasize the importance of establishing reliable cash flow. Our goal is to try to ensure that you will have as much money as you need for as long as you l

07/11/2024

The word "stress," in its current form, was originally coined by Hans Selye in 1936. He defined it as "the non-specific response of the body to any demand for change." Today, however, the word is used to describe a very broad range of emotional responses. Please enjoy this article discussing the science of stress as well as 7 smart ways to manage it: https://livesocial.seismic.com/aawmpY

07/03/2024

Happy 4th of July! Whether you're enjoying a barbecue, watching a spectacular fireworks display, spending time with loved ones, or simply reflecting on the significance of Independence Day, let's remember the courage and determination of those who fought for our independence and continue to protect it. Let's honor the past and look forward to a bright future together. Wishing you a joyful and safe Independence Day!

The New Technologies for Longer, Healthier Lives 06/27/2024

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

06/15/2024

Happy Father's Day! Whether you're a dad, celebrating your own father, or remembering a fatherly figure who has made a difference in your life, this day is a special occasion to honor and appreciate the invaluable role fathers play in our lives. As you celebrate this special day, we hope it is filled with joy, love, and cherished moments with your family.

06/13/2024

Need inspiration for your next family vacation? Ditch the passports and long immigration lines and look in your own "backyard". The U.S. offers destinations that fit every budget, activity-level and personal preference. We've got your trip-planning covered with these top getaways that the whole family can enjoy: https://livesocial.seismic.com/aN_m43

05/24/2024

As we prepare to celebrate the unofficial start of summer this Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice in service to our country. It's a time to reflect on their courage, selflessness, and unwavering dedication to protecting the freedoms we hold dear. Whether you spend the day in quiet reflection or participate in community events honoring our fallen heroes, may this Memorial Day be a time of reverence, unity, and gratitude.

Lessons on Longevity with Dr. Joseph Coughlin 05/15/2024

Humans are living longer than ever before. How can we make the most of our extra time? Register and join us on Monday, May 20, for an insightful discussion with Dr. Joseph Coughlin, Director of the MIT AgeLab.

Lessons on Longevity with Dr. Joseph Coughlin morganstanley.webcasts.com

05/03/2024

The arrival of summer can only mean one thing… outdoor dining! Yes, the warm weather months are a welcome invitation to take your weeknight dinners to the backyard, the porch, or even to a camping site. Get ready to fire up the grill and please enjoy these recipes to impress at your next backyard gathering. https://livesocial.seismic.com/a2varG

What ‘Edge AI' Means for Smartphones 04/19/2024

Generative AI is moving to consumer devices, bringing faster algorithms, reduced latency and improved security. Morgan Stanley Analysts expect this trend to boost smartphone sales in 2025 and bring opportunity to memory players, integrated circuits makers and camera component suppliers.

What ‘Edge AI' Means for Smartphones www.morganstanley.com

03/30/2024

Easter is a time of hope and new beginnings, symbolized by the blooming of flowers and the chirping of birds. It's a reminder that even in the midst of challenges, there is always the promise of a brighter tomorrow.

Whether you celebrate with family traditions, indulge in sweet treats, or simply take time for quiet reflection, we hope this Easter fills your heart with peace, happiness, and prosperity.

Have a Happy Easter!

Lisa Shalett on CNBC: Gen AI—From Enablers to Adopters | Morgan Stanley 03/21/2024

Longer-term investing opportunities in generative AI are likely to shift from "enablers" to "adopters." Wealth Management's Lisa Shalett explains on CNBC.

Lisa Shalett on CNBC: Gen AI—From Enablers to Adopters | Morgan Stanley www.morganstanley.com

03/15/2024

Please join us in giving a warm welcome to the newest member of The Stevens Group, Rocky! Also please enjoy this article on why having a friend like Rocky may be beneficial for your health. https://livesocial.seismic.com/acZjKP

Election 2024: Investors' Top Questions Answered 02/21/2024

The 2024 election outcome could impact your taxes, retirement and portfolio. Here's what our strategists say you should know.

Election 2024: Investors' Top Questions Answered www.morganstanley.com

02/09/2024

Looking forward to the Big Game this weekend? Here are 50 dip recipes you might enjoy this Sunday. https://livesocial.seismic.com/ahnHpz

The Future of Cars | Morgan Stanley 01/31/2024

Automakers are racing toward a future where software, not hardware, will define cars. The shift is forcing manufacturers to put computers at the center of vehicle design. Here's how software will continue to change the market, and the way we drive.

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

Are You Prepared for Tax Day? | Morgan Stanley 01/24/2024

As you prepare to file your 2023 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan.

Are You Prepared for Tax Day? | Morgan Stanley www.morganstanley.com

01/11/2024

The Stevens Group is proud to have been named one of Forbes Best-ln-State Wealth Management Teams for 2024. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry. We are grateful for our amazing clients, dedicated team, and the Morgan Stanley Wealth Management organization, without whom this accolade would not have been possible.

Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://mgstn.ly/3OmnFtJ

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/48l4ubv)]

01/03/2024

Excited to kick-off the new year with some inspiring reads? Here are a few interesting books to fuel your growth in 2024:

Fiction
- Fourteen Days: A Collaborative Novel - A group of esteemed writers used their COVID-era confinement to contribute to this novel about pandemic life. The setting is a Lower East Side tenement full of strangers—as is so often the case in NYC apartment buildings— who come to care about, and for, each other. The coolest thing? Collaborators include Margaret Atwood, John Grisham, Tommy Orange, Celeste Ng, and many more.

Cookbooks
- Zaytinya: Delicious Mediterranean Dishes from Greece, Turkey, and Lebanon by Jose Andres - Global food phenomenon José Andrés celebrates the shared flavors and traditions of Eastern Mediterranean cooking with this collection of more than 150 recipes. Zaytinya, in case you were wondering, takes its name from the Turkish word for olive oil, the liquid gold that flows through these countries and cultures.

Mystery
- End of Story by A.J. Finn - A. J. Finn is a second-time novelist. He follows up his bestseller, The Woman in the Window, which was made into a Netflix film starring Amy Adams, with the tale of two women who start to suspect they don’t know everything about a renowned but reclusive mystery writer’s past life— and crimes.
- Everyone On This Train is a Suspect by Benjamin Stevenson - To learn that Benjamin Stevenson is also a comedian explains a lot. Wry, dry, and oh-so-Aussie, the author charmed readers (especially this one) with Everyone in My Family Has Killed Someone, his first whodunit. This time, Stevenson puts his suspects on an 1,846-mile train ride, during which someone—and we spoil nothing here—turns up dead.

Services listed are provided by third parties, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley makes no representations regarding the appropriateness or otherwise of the products or services provided by any Services Provider(s).

12/29/2023

The Stevens Group at Morgan Stanley would like to wish you and your loved ones a happy and healthy New Year! A new year means a new chapter and we hope that 2024 is an incredible new part of your story! #2024

12/22/2023

‘Tis the season for joy, love and peace. The Stevens Group would like to wish all who celebrate a Merry Christmas! We hope that wherever you find yourself this Christmas you are able to spend it with friends and family alike. May your day be filled with love, laughter, and cherished moments!

Security Tips for the Giving Season | Morgan Stanley 12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Security Tips for the Giving Season | Morgan Stanley Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

12/07/2023

To all those who observe Hanukkah, we wish you a happy celebration and holiday season. May this time together with family and friends bring you warmth and happiness.

Five Holiday Scams to Avoid | Morgan Stanley 12/06/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Five Holiday Scams to Avoid | Morgan Stanley Stay a step ahead of cybercriminals this season by being aware of these scams.

11/23/2023

The things that matter most in our lives are not the things we've acquired along the way but rather the treasure chest of moments, memories and experiences shared with the people we love. The Stevens Group would like to wish you and your family a happy and healthy Thanksgiving!

Moonshot: AI Brain Implants | Morgan Stanley 11/17/2023

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.

Sidestep Social Engineering Scams | Morgan Stanley 11/13/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

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.

11/11/2023

We can never truly repay the debt we owe our veterans. But we can certainly remember, honor, and thank them.

The Top Cybersecurity Terms You Need to Know | Morgan Stanley 10/19/2023

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

The Top Cybersecurity Terms You Need to Know | Morgan Stanley When it comes to cybersecurity, knowledge is your first line of defense.

Defending Your Small Business From Ransomware | Morgan Stanley 09/14/2023

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help deter cybercriminals.

Defending Your Small Business From Ransomware | Morgan Stanley Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.

The Stevens Group | Marlton, NJ | Morgan Stanley Wealth Management 09/13/2023

I am excited to announce updates have recently been made to our team’s website. Here, you’ll be able to find information about our investment philosophy, upcoming events, and financial planning tools we hope you will find useful.

The Stevens Group | Marlton, NJ | Morgan Stanley Wealth Management The Stevens Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, and Mosaic.

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303 Lippincott Drive, Suite 300
Marlton, NJ
08053

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