The Smalley Muldowney Group at Morgan Stanley

In honor of National School Picture Day, we would like to wish everyone heading back to school a great year ahead. We are especially proud of ours!

Happy National Fishing Day! A reminder that the best catch isn't always the biggest fish, but the memories made along the way.

Memorial Day is a time to reflect on the liberties and freedom we've been granted thanks to the sacrifice of others. We remember and honor those that have served to protect us.

A mom loves you first, then forever. Happy Mother's Day to all the selfless moms who inspire, motivate, and remind us to be a better person every day.

In honor of National Student Athlete Day tomorrow, we wanted to take a moment to celebrate the student athletes that are near and dear to our hearts!

From our family to yours, wishing you all the best this holiday season!

It’s no wonder so many of us look forward to the holidays. It’s a time to gather with family and friends, share memories and gifts, and make plans for the coming year. Cybercriminals look forward to the holidays, too—but for starkly different reasons.

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

On this Veterans Day, and every day, we honor the bravery and dedication of those who serve our country.

Laurie has many special Veterans in her life. Her grandfather, Henry Cupoli - who served in the Navy during WW2, her husband, Kyle Klaphake – who served 31 years in the Army and is a retired First Sergeant, and her step son Justin Klaphake – who is currently serving in the Army National Guard as a Sergeant.

To all Veterans, thank you for your service.

As the kids get older, it’s fun to look back on them throughout the years. We hope you enjoy our little blast from the past and have a very safe and Happy Halloween!

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

Cyber Safety Facts for Students | Morgan Stanley College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

For we wanted to share some valuable resources including Morgan Stanley's Global Investment Committee's latest research. We hope you find these resources beneficial.

Smalley Muldowney Group | Minneapolis, MN | Morgan Stanley Wealth Management Smalley Muldowney Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

From mountains to beaches and everything in between, the U.S. boasts some of the most exquisite places for travel-hungry vacationers. Here are five hidden gems in the U.S. and where to stay.

Top 5 Hidden Gems in the U.S. and Where to Stay Top 5 Hidden Gems in the U.S. and Where to Stay

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.

Summer essentials: sunscreen, swimwear and a good book or podcast to inspire your next journey. Check out these recommendations from Morgan Stanley leaders:
https://mgstn.ly/3PoLVg6

Planning an international trip? Here are some smart money tips for when traveling abroad.

Smart Money Moves When Traveling Abroad | Morgan Stanley Consider these tips when planning for foreign travel and perhaps save yourself time, money and headaches.

Happy Fourth of July! Wishing everyone a memorable and meaningful Independence Day!

Your retirement has the potential to be the most fulfilling period of your life. Let’s work together on your financial and personal plan as you transition from work life to retired life.

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

Did you know May 29th is National 529 Day? 529 plans may be a great way to help pay for your children or grandchildren to attend college. Starting the process early can help limit how much your student will have to borrow.

Education Planning Center: 529 Plans and More | Morgan Stanley With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.

Happy Mothers Day!!

On this Mother’s Day, we would like to thank all of the mothers in our lives for their warm understanding, their infinite love and patience, their guidance, and relentless effort and countless sacrifice for making us who we are today. Happy Mother’s Day!

Is your portfolio ready for the next boom in U.S. business productivity? Here's what Morgan Stanley strategists see ahead and how you can prepare.

How to Invest for a New U.S. Productivity Boom | Morgan Stanley The coming years could see stronger economic growth and business productivity. How can investors benefit?

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

Consider these tax season moves. The sooner you get started, the better prepared you'll be for Tax Day.

Are You Prepared for Tax Day? | Morgan Stanley The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

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/3UBu8CY

Wishing you a Happy Easter filled with joy and financial security. May your financial goals be as bountiful as your Easter basket!

Wishing all a Happy St. Patrick's Day!

Don’t forget to set your clocks forward this Sunday!

Be sure to check out this Secure 2.0 Act fact sheet on our website:
https://advisor.morganstanley.com/smalley-muldowney-group/documents/field/s/sm/smalley-muldowney-group/Secure_2.0_Act.pdf