The JG Group at Morgan Stanley

New year resolutions often center around our health goals. But what about your financial health goals? Let's discuss the steps you can take to get a plan in place for this year and beyond.

6 Ways to Start Fresh Financially in 2023 | Morgan Stanley Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

For National First Responders Day, I would like to thank all First Responders for protecting and caring for our needs, especially these past few years during the COVID-19 pandemic. Thank you!

Our new 3.00% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients. https://mgstn.ly/3dMJovz

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Fall Planning for Your Finances | Morgan Stanley Know the moves to make before year-end to start 2023 on the right track.

American Businesswomen’s Day recognizes the increasing role that women play in the world of business today. Here are a few ways to empower the businesswomen in your life:

- Offering mentorship and educational resources
- Networking support
- Buying from or referring clients to women-owned businesses
- Advocating for women in the workplace

If you are a businesswoman, let’s have a conversation about your business planning and financial goals.

JG Group | Stamford, CT | Morgan Stanley Wealth Management JG Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

Today, we remember the innocent lives lost 21 years ago. May we never forget the memories and sacrifices of these brave family members, friends, and first responders.

Paying for college has become a major life expense that requires smart planning. Morgan Stanley offers a suite of education savings products that can help you achieve your goals. Learn more.

529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley With education costs rising ever higher, planning your funding strategy today can help ease financial anxiety for your family. Find answers to key questions here

Check out the Investor Resources tab on our website to get access to premier insights provided by Morgan Stanley Research. Please reach out if you find this helpful.

JG Group | Stamford, CT | Morgan Stanley Wealth Management JG Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

As your children grow into young adults, you can help them learn how to manage their own financial matters. Here’s how to go about it. Reach out if you find this insightful.

From Clueless to Clued In: Teaching Teens About Money | Morgan Stanley As your children grow into young adults, you can help them learn how to manage their own finances.

Interpreting financial statements is harder with the shift from tangible to intangible investments. One solution is to record intangibles on the balance sheet. We offer a guide for determining which items are investments and how to amortize them.

Intangibles and Earnings The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inc...

Are recent indicators of slowing growth a warning sign of impending recession or perhaps something less ominous? Investors could use current volatility to move portfolios toward maximum diversification, quality factors and active management. Reach out to discuss how to position your portfolio.

Putting Recession Fears in Perspective | Morgan Stanley Are recent indicators of slowing growth a warning sign of impending recession or perhaps something less ominous?

Paying for college has become a major life expense that requires smart planning. Morgan Stanley offers a suite of education savings products that can help you achieve your goals. Click the link below to learn more.

529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley With education costs rising ever higher, planning your funding strategy today can help ease financial anxiety for your family. Find answers to key questions here

Market corrections can be tough to bear. It's important to put the recent bout of volatility in context and keep your focus on the long term. Please reach out with any questions or if you would like a review of your portfolio.

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April is Financial Literacy Month! Celebrate by reviewing and refreshing your financial smarts. It’s never too early – or too late – to start improving your foundation.

Financial Literacy for Any Stage of Your Life | Morgan Stanley Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Whatever your needs are, consider these tips to help.

As we begin the new year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

6 Ways to Start Fresh Financially in 2022 | Morgan Stanley Heading into the New Year, it’s time to take stock of your budget, debt and investments—and how they map to your financial goals. Here’s how.

As we approach and move into the new year, we want to wish you and your family greetings with health and happiness.

Have a great holiday season and happy new year!

“As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.” – John F. Kennedy. To those in uniform serving today and to those who have served in the past, we honor you today and every day. Thank you for your service.

In honor of Veterans Day, Morgan Stanley is proud to be the Presenting Sponsor of The Honor Foundation’s “A Toast to Veterans.” Learn more about the great work being done to support the extraordinary men and women who have fought and continue to fight for our country. Join us November 11 by registering here: https://mgstn.ly/3nwYRkt

“Everything is a DCF model,” Consilient Research argues in their new report. While many question the relevance of discounted cash flow (DCF) models, investors should realize they are using one whenever they value a stake in a cash-generating asset.

Everything Is a DCF Model

A key to successful investing is getting the narrative right. So what's the story right now? We discuss in the latest On the Markets.

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Should you be bullish on the American consumer? Here are 5 reasons to boost your confidence from Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio.

Five Reasons To Be Bullish on the American Consumer Jitania Kandhari, Head of Macro Research for the Global Emerging Markets Team, outlines five reasons to have confidence in the American consumer.

Learn how new investing approaches can allow you to position your portfolio to have an impact on racial equity, while pursuing your financial goals.

Racial Equity Investing: Your Portfolio Guide | Morgan Stanley Investors can play a critical role in helping to advance racial equity. Learn how you can build your portfolio to support companies that take a stand for diversity and help create a more inclusive society, while pursuing your financial goals.

Current interest rates are not compatible with a booming economy and earnings growth. Something has to give. Read On the Markets for what this means for investors.

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After a period of market volatility, it may be a good idea to see if the amount you’re saving and investing is on pace with the money you’ll need to retire. Morgan Stanley Wealth Management Senior Investment Strategist Dan Hunt explains how:

A Six-Step Retirement Checkup | Morgan Stanley When market volatility arises, checking in on your retirement plan may make a lot of sense.

Behind on your investing goals? Here are some tips for getting back on track:

Goals-Based Planning: Stay on Track | Morgan Stanley Learn what to do if you are off track on your financial goals. Consider these planning tips from Morgan Stanley professionals to help you adjust.

Fixed income investors play an important role in pursuing positive sustainability outcomes through a constructive dialogue with issuers around ESG. Read to find out how our Global Fixed Income Team incorporates engagement throughout their investment process.

MSIM’s Securitized Sustainability Framework ESG factors are most often discussed in the context of corporate and sovereign debt issuers. But that’s changing, according to the Securitized Fixed Income Team.

Equities are likely to take a break this summer, as businesses face higher costs and lower profits. Read more in On the Markets:

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With six months into the year, now is a great opportunity for a mid-year financial checkup. See if the amount you’re saving and investing is on pace with the money you’ll need to retire. Find out more here:

A Six-Step Retirement Checkup | Morgan Stanley When market volatility arises, checking in on your retirement plan may make a lot of sense.

Preparing for a rainy day is critical to meeting your financial goals. Let’s talk about how I can help you prepare your portfolio with our Portfolio Risk Platform.

To Manage Risks, You Have to See Them First | Morgan Stanley What if you had a resource that could show you where your exposures lie and how they might impact returns?

Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:

Tax-Smart Strategies 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.