The Navigation Group at Morgan Stanley

Discover why The Navigation Group's Financial Advisors are different when it comes to helping you invest and plan for your future.

Visit our website to learn more about our team: https://advisor.morganstanley.com/the-navigation-group

Why Choose a Morgan Stanley Financial Advisor | Morgan Stanley morganstanley.com

When market volatility picks up, it's important to stay focused on your goals. Here are some common mistakes to avoid—and what to do instead.

Top 5 Mistakes Investors Make in Volatile Markets | Morgan Stanley morganstanley.com

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 morganstanley.com

Your financial plan is key to achieving your goals, especially when market drops knock you off pace. Let's discuss how we can develop a plan that keeps you on track.

Check out the following insightful article on "How to Plan Instead of Panic in Volatile Markets" to learn more: https://www.morganstanley.com/articles/stock-market-crash-financial-planning?ET_MID=noloc&ET_MID=nomsai

Contact us to start the conversation: https://advisor.morganstanley.com/the-navigation-group -contact

The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial strategy. Let me know if you'd like to learn more.

Protecting Your Estate From Future Transfer Taxes morganstanley.com

Learn more about how your investment decisions can create a positive economic, social and environmental impact and make a meaningful difference in the world. Join our next Wealth Education for the Next Generation session on Monday, August 5 at 4PM ET. Register here:
https://livesocial.seismic.com/aBl3ru

Your financial objectives are unique to you. Let's create a tailored investment strategy that aligns with your goals. Reach out to me for a chat.

Why Having a Goal Is Key to Investing | Morgan Stanley morganstanley.com

Tired of managing multiple accounts? Discover how consolidation can help you combat 'account sprawl' and simplify your financial journey.

Help Simplify Your Life through Financial Consolidation | Morgan Stanley morganstanley.com

At least once a year, it's a good idea to see if the amount you're saving and investing is on pace to equal the money you'll need in retirement. Let's discuss how I can help. Learn more.

A Simple Six-Step Retirement Checkup | Morgan Stanley morganstanley.com

In this July edition of our newsletter, we're excited to share some timely insights and updates. Our goal is to keep you informed and help you make educated decisions regarding your investments and financial future. Check it out using the link below and feel free to reach out with any questions.
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Happy Independence Day! Hope you have a wonderful Fourth of July full of fun and fireworks!

Celebrating your love by tying the knot is an exciting next step in your relationship. Let's work through this checklist together to help ensure you're financially prepared for life after "I do."

Money and Marriage for LGBT+ Couples: What to Know | Morgan Stanley morganstanley.com

Financial abuse of elders is one of the most common crimes in the U.S. Let's discuss how you can protect yourself or your loved ones from scams.

Protecting Elders From Financial Abuse | Morgan Stanley www.morganstanley.com

Missing you today and everyday. Happy Father's Day, Dad

Generative artificial intelligence could upend travel planning, bringing disruption and opportunity to online travel agencies and search engines.

Generative AI as a Travel Agent | Morgan Stanley www.morganstanley.com

Navigating personal finances doesn't have to be a solo journey. I can help you feel confident you're making the right decisions for you and your family.

The Navigation Group at Morgan Stanley: https://advisor.morganstanley.com/the-navigation-group

5 Ways to (Finally) Kickstart Your Financial Plan | Morgan Stanley www.morganstanley.com

In this June edition of our newsletter, we're excited to share some timely insights and updates. Our goal is to keep you informed and help you make educated decisions regarding your investments and financial future. Check it out using the link below and feel free to reach out with any questions.
https://advisor.morganstanley.com/[entity-name]/documents/field/n/na/navigation-group/Website_The_Navigation_Group_June_Newsletter_24.pdf

June is Morgan Stanley's annual Global Volunteer Month! My colleagues and I at The Navigation Group are participating in a 5k that is raising money for a Chicago area organization that promotes positive mental health practices for our nation's veterans.

Did you know that May 29th is 529 Day? With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.

Education Planning Center: 529 Plans and More | Morgan Stanley www.morganstanley.com

This Memorial Day, let's remember and honor the brave souls who made the ultimate sacrifice for our nation's freedom.

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

In this May edition of our newsletter, we're excited to share some timely insights and updates. Our goal is to keep you informed and help you make educated decisions regarding your investments and financial future. Check it out using the link below and feel free to reach out with any questions.
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/5c9a48b4-0d7c-42fd-9d4a-9473bbc514aa.pdf

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

Excited to announce Morgan Stanley's new partnership with the Western Golf Association (WGA) in support of men's and women's golf on National Golf Day! Through this collaboration, we're elevating prestigious championships to a global audience across the Mid-America Region. Proud to support the WGA's mission, including their Evans Scholars Foundation, empowering young leaders. Learn more about our partnership and the Foundation's impactful work: https://wgaesf.org/the-latest-news/2458-wga-morgan-stanley-announce-new-collaborationhere

https://livesocial.seismic.com/atpRNt

Today we recognize the educators who ignite the spark of curiosity in our minds and our hearts. Happy National Teacher Appreciation Day to all who are helping empower the next generation.

April is Financial Literacy Month! Even with a strong foundation, there's always room for growth. Let's connect about how you can enhance your financial literacy.

Financial Literacy for Any Stage of Your Life | Morgan Stanley www.morganstanley.com

National Financial Literacy month is recognized each year in April to raise public awareness of the importance of financial literacy and maintaining smart money management habits. In this April edition of our newsletter, we're excited to share some key insights and updates. Check it out using the link below and feel free to reach out with any questions.
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/62bfb828-529a-46d7-8927-c5d3cea216b5.pdf

Please join us in congratulating Michael Puleo on his 25-year anniversary with Morgan Stanley. It is a significant milestone in your career and a special opportunity to recognize your accomplishments and valued contributions to our Firm.

Morgan Stanley's success is shaped by the talent and efforts of individuals like you. Your dedication and commitment strengthen our culture every day.

Thank you for all that you do and please accept our very best wishes for your continued success.