Connor McGuire, Financial Advisor at Morgan Stanley

Tax policy changes could be on the horizon with the 2024 election. Here are answers to key questions you may have.

Tax Policy and Your Portfolio | Morgan Stanley morganstanley.com

Health is wealth. Join us Monday, September 9 at 4PM ET for the next session of our Wealth Education for the Next Generation series. Learn more about cultivating healthy habits, healthcare, investing in preventative care and more. Register here:
https://livesocial.seismic.com/ag4YUJ

Today, we celebrate every worker's dedication and effort. Happy Labor Day!

Are you saving or investing? Understanding the difference can significantly impact your financial future. Let's discuss how to balance both for your financial goals.

What's the Difference Between Saving and Investing? | Morgan Stanley morganstanley.com

Today is Tax Day! While tax day is only one day, I can help you employ tax efficient strategies year round.

Your Guide to Tax-Efficient Planning | Morgan Stanley www.morganstanley.com

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

Happy National Pet Day! Celebrating all of the joy and companionship that pets bring into our lives.

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 www.morganstanley.com

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

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/aB7Laa

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

Join us today at Stoneridge West Wealth Management Group's webcast, titled "Total Tax 365." Join our team on Thursday, March 28 at 12pm PT for an insightful conversation with TJ Antonetti CPWA®, CIMA®, CSRIC®, CEPA®, Wealth Strategies Specialist at Eaton Vance. Please RSVP with me at (925) 730- 3843 or by email at [email protected]. Visit our website for more information.

livesocial.seismic.com advisor.morganstanley.com

We are one week out from Stoneridge West Wealth Management Group's upcoming webcast, titled "Total Tax 365." Join our team on Thursday, March 28 at 12pm PT for an insightful conversation with TJ Antonetti CPWA®, CIMA®, CSRIC®, CEPA®, Wealth Strategies Specialist at Eaton Vance. Please RSVP with me at (925) 730- 3843 or by email at [email protected]. Visit our website for more information.

livesocial.seismic.com advisor.morganstanley.com

Today is International Day of Happiness! I hope that your day is full of joy and smiles!

Wishing you prosperity, success, and Irish cheer on this St. Patrick's Day!

I'm happy to invite you to attend Stoneridge West Wealth Management Group's upcoming webcast, titled "Total Tax 365." Join our team on Thursday, March 28 at 12pm PT for an insightful conversation with TJ Antonetti CPWA®, CIMA®, CSRIC®, CEPA®, Wealth Strategies Specialist at Eaton Vance. Please RSVP with me at (925) 730- 3843 or by email at [email protected]. Visit our website for more information.

livesocial.seismic.com advisor.morganstanley.com

Don't get fooled by scammers this tax season. Learn how to protect yourself from fraud and identity theft.

Protecting Yourself From Tax Season Scams | Morgan Stanley www.morganstanley.com

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

US stocks have outpaced international equities over the past 15 years, leaving investors feeling there's no other game in town. But here's why now may be time to rebalance toward non-US exposure.

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As generative artificial intelligence gets embedded in devices, consumers should see brand new features while smartphone manufacturers could see a sales lift.

Smarter Phones: AI Shift to the Edge | Morgan Stanley www.morganstanley.com

Happy Leap Day! And Happy Birthday to our friends who are only able to celebrate every 4 years!

Join us today, Thursday, February 29 at 12pm PT for our webcast, "Social Security and Medicare Planning." Visit our website for more information.

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Please join us tomorrow at Stoneridge West Wealth Management Group's upcoming webcast, titled "Social Security and Medicare Planning." Join our team on Thursday, February 29 at 12pm PT for an insightful conversation with Kevin Hansen, CFP®, CRPC®, Director of Retirement Solutions, Principal Asset Management. Please RSVP with me at (925) 730- 3843 or by email at [email protected]. Visit our website for more information.

livesocial.seismic.com advisor.morganstanley.com

An uptick in retail fund flows, the end of the Fed's rate hikes and a U.S. presidential incumbent seeking re-election are among the positive indicators for equities this year.

Equity Market Outlook: Rally Reasons | 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.

Three Investing Trends for 2024 and Beyond | Morgan Stanley www.morganstanley.com

Please join us next week at Stoneridge West Wealth Management Group's upcoming webcast, titled "Social Security and Medicare Planning." Join our team on Thursday, February 29 at 12pm PT for an insightful conversation with Kevin Hansen, CFP®, CRPC®, Director of Retirement Solutions, Principal Asset Management. Please RSVP with me at (925) 730- 3843 or by email at [email protected]. Visit our website for more information.

livesocial.seismic.com advisor.morganstanley.com

As you prepare for Tax Day, discover the tools and strategies available to you with Morgan Stanley's Total Tax 365.

Your Guide to Tax-Efficient Planning | Morgan Stanley www.morganstanley.com

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 | Morgan Stanley www.morganstanley.com

Today is National Caregivers Day. Thank you to all of the unsung heroes who devote their time, energy, and love to caring for others.