Terry Osborn, Financial Advisor at Morgan Stanley

While you're spring cleaning your home, consider ways to also tidy up your finances. Let's discuss a few strategies that can help.

5 Ways to Spring-Clean Your Finances www.morganstanley.com

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.43% Annual Percentage Yield. We have expanded our suite of New Money Certificate of Deposit (CD) offerings to include a 9-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://livesocial.seismic.com/apvg6l

Proud to work for a firm like Morgan Stanley, where innovation is celebrated. Through Morgan Stanley Wealth Management's Private Markets Transaction Desk, eligible clients can now buy and sell shares of eligible private companies. Learn more about how to gain access to a distinct array of private market opportunities.

Morgan Stanley Announces Launch of Private Markets Transaction Desk | Morgan Stanley www.morganstanley.com

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key debates in markets, plus potential risks and opportunities for investors.

Webcast: Monthly Perspectives March 2024 players.brightcove.net

Grateful for all the strong women in my life today and every day. Happy !

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

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.14% Annual Percentage Yield with a 3 to 11-month New Money CD. Learn more and contact me to take advantage of this competitive CD offer. https://livesocial.seismic.com/aiPPOI

The U.S. economy appears to have achieved a "soft landing"—but what comes next? Check out the latest market commentary and let's connect.

What Comes After the Soft Landing? | Morgan Stanley www.morganstanley.com

While it's possible to have a portfolio that's concentrated in a handful of stocks or even one company, knowing all your options to diversify may be able to reduce risk without boosting your tax bill. Read how these 4 strategies may help.

4 Tax-Smart Ways to Diversify Your Portfolio | Morgan Stanley www.morganstanley.com

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

After 2023's market rally, what should you expect for U.S. stocks this year? Check out the latest commentary and let's connect.

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Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

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