Sam Kerner, CFA Financial Advisor at Morgan Stanley

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

Join us July 22nd for an exclusive Money Monday midyear economic and investment outlook virtual event with Ellen Zentner, Chief U.S. Economist, and Dan Skelly, Head of Market Research & Strategy. Register:
https://livesocial.seismic.com/a9nRGQ

Have you switched jobs but left your 401(k) to fend for itself? If your assets seem abandoned we should talk about the various options available to you.
Call me at (201) 967-6316
Or email me at [email protected]


Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.

Wishing everyone a wonderful Fourth of July full of fun and fireworks!

Buying a new home and selling your old one at the same time can be financially challenging. Let's discuss financing options that may make sense for you.

How to Buy a New Home While Selling Your Old One | Morgan Stanley www.morganstanley.com

We help business owners and entrepreneurs build, preserve and manage wealth so they can pursue their financial goals. Register and join us on Wednesday, June 5th at 4PM ET for an exclusive virtual event to learn about the suite of resources Morgan Stanley offers to support your business through every stage of its life cycle.

livesocial.seismic.com morganstanley.zoom.us

Have you switched jobs but left your 401(k) to fend for itself? If your assets seem abandoned we should talk about the various options available to you.

Call me at (201) 967-6316 or email me at [email protected]

Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.

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

Buying a home does not have to be out of reach for your loved ones. Let's discuss how these strategies can help.

How to Help a Loved One Buy a Home | Morgan Stanley www.morganstanley.com

Amid uncertainty in markets, your portfolio might benefit from some alternative investment strategies that have recently become more investor-friendly. Let's discuss if any of them might work for you.

Alternatives 2.0: Innovative Ways to Diversify Your Portfolio | Morgan Stanley www.morganstanley.com

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

The scale of projected power use from Generative AI is surprising—as are the technology's potential benefits for sustainability efforts. As data centers expand, they may drive demand for renewables, such as wind, solar, energy storage, and fuel cells.

Powering Generative AI | Morgan Stanley www.morganstanley.com

Want to reach your financial goals? Start by setting specific measurable, achievable, relevant and time-bound goals. Let's connect on the best path forward.

What to Do If You Are Off Track on Your Goals | Morgan Stanley www.morganstanley.com

Starting yields, potential rate cuts and a return to contrasting performance for stocks and bonds could mean an attractive environment for fixed income in 2024.

Bond Market Outlook: Improving Returns | Morgan Stanley www.morganstanley.com

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your financial goals. Let's discuss which tax-smart strategies may work for you.

6 Ways to Reduce Your Tax Bill | Morgan Stanley www.morganstanley.com

How much money will you need to save for a comfortable retirement? Here are three strategies that may help you optimize your 401(k) plan.

You Work Hard, Make Your 401(k) Plan Work Harder | Morgan Stanley www.morganstanley.com

Stocks are surging now, but markets may lose momentum if profit growth stalls. I can help guide you on how this could impact your portfolio. Learn more.

3 Reasons S&P 500 Profits May Stall | Morgan Stanley www.morganstanley.com

Reserved Living & Giving members can enjoy special pricing to the 2024 NCAA Men's March Madness Tournament. Access tickets to college basketball's biggest games!

2024 March Madness: NCAA Tournament msreserved.com

Creating a future only you can see demands relentless pursuit. Like Morgan Stanley Brand Ambassador and PGA TOUR champion Justin Rose, we pair a vision of what's possible for our clients with the grit to make it happen

Why Us | Morgan Stanley www.morganstanley.com

As Japan thaws from a deep freeze of prolonged low inflation, its economic future looks positive. Find out more in On the Markets.

Click to read image.msmail.morganstanley.com

Recognizing your impulses when investing can help you sharpen your decision-making. Here's how

How to Take the Emotion Out of Investing | Morgan Stanley www.morganstanley.com

Is your portfolio future-proof? Morgan Stanley Research identifies its top three long-term investment themes, and explains how longevity, artificial intelligence and the clean energy transition will impact markets in 2024 and beyond.

3 Themes for 2024 and Beyond | Morgan Stanley www.morganstanley.com

Understand how to define and set financial goals, make a budget, and save effectively to reach your goals. Learn more and explore other wealth education insights here:

Ideas & Insights – Private Wealth Management | Morgan Stanley www.morganstanley.com

Even as stocks hit new highs, investors may have to wait longer for a durable bull run. Here's how you should invest in the meantime.

I am very proud to announce that I have been named to Morgan Stanley's prestigious Pacesetter's Club, a group of the Firm's successful Financial Advisors. I appreciate this recognition of my dedication in providing a wide range of services to my clients.

Disclosure: https://mgstn.ly/48yHOEI

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

Take a look at these three long-term themes that could evolve throughout 2024 and onward.

3 Themes for 2024 and Beyond | Morgan Stanley www.morganstanley.com