The Weiser Group at Morgan Stanley

Our aim is to become your trusted team of advisors, delivering objective guidance and tailored solutions to help achieve all of your family's financial goals.

© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult

On the Markets: Great Expectations 04/11/2024

As headwinds abate, the "M&A Winter" looks ready to thaw, with implications for a variety of sectors and regions. Find out more in On the Markets.

On the Markets: Great Expectations mgstn.ly

04/03/2024

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/aFw5sP

03/31/2024

Happy Easter! We wanted to take a moment to extend our warmest wishes to you and your loved ones. Easter is a time of renewal, hope, and joy. It's a time to celebrate new beginnings and cherish the blessings in our lives. May this Easter fill your heart with happiness, and your home with love.

Election 2024: Investors' Top Questions Answered | Morgan Stanley 03/22/2024

As the 2024 election nears, potential tax changes, Social Security reforms and health-care policy shifts loom. What should investors know?

Election 2024: Investors' Top Questions Answered | Morgan Stanley www.morganstanley.com

03/08/2024

In honor of International Women's Day and Women's History Month, today, we celebrate the strength, grace, and brilliance that women bring to the world. As a mother, you are the backbone of your family, providing unconditional love, guidance, and strength. As a sister, you are a symbol of unwavering support, always there through every challenge and triumph. As a daughter, you are a beacon of hope and inspiration, embodying the values your family instilled in you. May we all continue to break barriers, shatter stereotypes and lead the way towards a brighter future.

6 Ways to Reduce Your Tax Bill | Morgan Stanley 02/21/2024

Your federal income-tax return may not be top-of-mind once you're done filing for the year, but you may want to take another look at it. Your IRS Form 1040 tax return may reveal important information about your personal finances—and shed light on valuable opportunities for future savings.

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

Photos from The Weiser Group at Morgan Stanley's post 02/14/2024

What a fantastic evening we had last Wednesday as Women in Wealth of Stamford hosted a pickleball event at Pickleball America in Stamford, CT. It was wonderful to see our clients and friends come together for some friendly competition as well as a discussion of social portfolios. Thank you to Jane Flanigan, who joined us as our hosted speaker for the evening! Stay tuned for our next one this spring!

02/05/2024

Join the Women in Wealth of Stamford this Wednesday, February 7, 2024 from 5:30 - 7:30 pm for an evening of pickleball and a discussion of social portfolios. If you are interested in participating in this event, please reach out to me or message me!

For more details, review the attached link: https://livesocial.seismic.com/a7fUHF

01/31/2024

In honor of the Go Red for Women® campaign, join our 15th annual Go Red Women's Leadership Virtual Experience, hosted in collaboration with the American Heart Association – Westchester Chapter. The February 2nd event will feature legendary makeup artist, bestselling author, speaker and serial entrepreneur Bobbi Brown, in conversation with Morgan Stanley's very own Sandra L. Richards. Click the link to register: https://livesocial.seismic.com/aMI0t2

01/29/2024

Please join the Weiser Group at Morgan Stanley for an informative discussion on Wed, Jan 31 at 5:30 PM, where we will help you develop a better understanding of long-term care.

For more details, review the link below: https://livesocial.seismic.com/ai9mI2

01/03/2024

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

image.msmail.morganstanley.com

12/25/2023

Merry Christmas from the Weiser Group at Morgan Stanley! Wishing you and your family a magical holiday full of love, joy, and peace!

Next Generation Gifting Considerations | Morgan Stanley 12/13/2023

As you consider gifting options, ask yourself how you would like to make financial gifts to children or other family members. Here are several options that allow you to exercise some control over how the money is used.

Next Generation Gifting Considerations | Morgan Stanley As you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used.

12/08/2023

Happy Hanukkah! Wishing you and your family a wonderful and joyous festival of lights.

Your 2023 Guide to Holiday Giving | Morgan Stanley 12/07/2023

End-of-year giving may help lower your tax bill while also providing ways to support the people you care for and the causes you value most.

Your 2023 Guide to Holiday Giving | Morgan Stanley As you reconnect with loved ones for the holidays, consider these impactful ways to give.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

image.msmail.morganstanley.com

Global Macroeconomic Outlook 2024 | Morgan Stanley 11/30/2023

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

Global Macroeconomic Outlook 2024 | Morgan Stanley In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

11/23/2023

Happy Thanksgiving from the Weiser Group at Morgan Stanley! We hope you have a wonderful holiday with family and friends!

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4 Landmark Square 2nd Floor
Stamford, CT
06901

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Monday 9am - 5pm
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Wednesday 9am - 5pm
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Friday 9am - 5pm

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