Dawn L. Alexander, CFP, Financial Advisor at Morgan Stanley

Wishing you a happy and safe Labor Day weekend. Whether you're traveling or staying put, partying or laying low, I hope you enjoy a well-deserved day off. Happy Labor Day!

With school starting back up, I am here to support you and your family. Morgan Stanley Reserved Living & Giving has compiled a collection of educational activities that will not only keep your kids busy, but will also teach them the basics of money management and personal finance. From Elementary to High School, we've got you covered! Learn more from the link below.

Reserved Exclusives: Insights & Inspiration msreserved.com

Let's challenge the notion that talking about money is taboo. In honor of National Financial Awareness Day on August 14, learn how you can approach these conversations with your family.

How to Break the Ice Around Family Finances | 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

Have you reviewed your retirement plan or asset allocation lately? Now is a great time to discuss these and other aspects of your financial plan. Let's connect.
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Your Mid-Year Financial Planning Checklist | Morgan Stanley morganstanley.com

Wishing everyone a happy and healthy July 4th! May your day be filled with family, friends, fireworks, and laughter!

Mortgage rates are forecast to drop in 2024, but affordability likely won't return to pre-pandemic levels. Morgan Stanley's wrap-up of the latest real estate trends looks at what that means for buyers, sellers, investors, and policymakers.

Navigating the 2024 Housing Market: A Guide | Morgan Stanley morganstanley.com

Peak vacation season for U.S. consumers is about to kick off, and the summer looks bright for the travel industry. Morgan Stanley Research breaks down what this could mean for the key sectors of the travel industry, as well as investors looking for opportunities in summer fun.

Summer Travel Ready for Takeoff | Morgan Stanley www.morganstanley.com

Happy Father's Day to all the incredible dads out there!

Today we celebrate the strength, wisdom, and love that fathers bring into our lives. Whether you're a dad balancing work a family, a mentor guiding the next generation, or someone stepping up as a father figure, your impact is immeasurable. Thank you for everything you have done and will continue to do!
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From funding a loved one's education to reducing the taxable portion of your estate, I can help you develop a plan for your required minimum distributions. Reach out if you would like to discuss how I can help you plan for spending in retirement.

4 Financially Smart Ways to Take Money Out of Retirement Accounts | Morgan Stanley www.morganstanley.com

What Responsibilities Does A Trustee Have? A trustee is responsible for a number of tasks, most of which are simple, and some of which are complex. Article is attached for reading

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 the demand for renewable energy sources higher. Read more here:

Powering Generative AI | Morgan Stanley www.morganstanley.com

Happy Mother's Day to all the wonderful mothers! Celebrating you and all that you do for your families.
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For many, spring means opening windows, sweeping the dust out, and rotating wardrobes. While tidying up, consider ways to tidy your finances. You may be surprised at what's hiding in your accounts and financial documents.

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

I'm thrilled to share that I've been to be named again to 's prestigious Pacesetter's Club, a group of the Firm's successful Financial Advisors. I am incredibly for this opportunity and want to extend a heartfelt thank you to all our amazing clients and business partners. This milestone represents over a decade of work serving amazing clients for whom I'm deeply appreciative and thank for their continued trust and confidence in our team. Your trust and support have been instrumental in my journey, and I am committed to continuing to serve you with excellence! Disclosure: https://mgstn.ly/3J3ywqw

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Tax-Smart Strategies to Consider for Your Retirement | Morgan Stanley Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/3PZpn3T

Going through a divorce can be financially and emotionally stressful. I’m here to help you regain a sense of control and avoid these common mistakes.

Money and Divorce: 6 Financial Mistakes to Avoid | Morgan Stanley Navigating the division of assets in a divorce can be a long and difficult process. Learn how to avoid mistakes and plan for your future.

🏡 I receive this question quite often from clients. Should I setup a ? 🤔 In the attached article I explain 10 Reasons Why You May Need a Trust

Planning an trip? Here are a few money tips to help you enjoy your .

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

I am very proud to announce that I have been named to ’s prestigious Pacesetter's Club, a group of the Firm’s successful . I appreciate this recognition of my to excellence in providing a wide range of services to my clients. Thank you for the to work with you and for trusting me to help you reach your financial .

Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.

How can you create a family business that lasts? Learn about six key priorities to building a family enterprise that endures throughout the generations. Reach out if you’d like to discuss.

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Employees are paying greater attention to their workplace financial benefits this year—and many in the workforce are recognizing that their needs are not being fully addressed. Learn more in our latest State of the Workplace Study: https://mgstn.ly/3UqD2Cb

Morgan Stanley at Work compares common small to mid-size business retirement solutions, so you can select the right choice for your business. Learn more here: https://mgstn.ly/3A41MYI

You understand the importance of offering retirement benefits, but how do you select the right option for your small to mid-size business? Morgan Stanley at Work walks through common retirement solutions. Learn more here: https://mgstn.ly/3sSJg1H

There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact.

Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving | Morgan Stanley

Happy National Hiking Day! Where is your favorite hiking spot?
This picture is from my visit to Denali National Park in Alaska. It was wonderful to tour Alaska’s interior wilderness. This is where Mount McKinley, North America’s tallest peak is located.