Poonum Vasishth, Financial Advisor at Morgan Stanley

Reflecting on Martin Luther King Jr.'s legacy of equality, justice, and unity. Let's honor his vision by fostering a world where every voice is heard and respected.

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.

Did the Fed Jump the Gun? | Morgan Stanley The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this article and let’s connect.

3 Risks in an Unfamiliar Market | Morgan Stanley Investors are navigating strange terrain with a surprisingly resilient economy, a top-heavy stock market and a deeply indebted government. Here’s how to stay on course.

Happy Holidays from the 11th Bridge Group! May this festive season bring you joy, peace, and prosperity, surrounded by loved ones. May your spirits be uplifted as you reflect on the milestones and the promising future ahead.

Happy First Day of Winter! Let's embrace the winter solstice as a reminder that after the longest night, brighter days are ahead. Here's to welcoming the increasing daylight and new opportunities.

As you consider financial gifts to children or other family members, you may also want to think about how you’d like your gifts to be used. Let’s discuss options to consider.

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.

Talking about family finances can help you reach your financial goals, build trust, and avoid conflict. Let’s discuss how these tips can help you get started.

How to Break the Ice Around Family Finances | Morgan Stanley Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

May your hearts and homes be filled with gratitude this Thanksgiving.

As we look to close out the year on a healthy and hopeful note, let’s discuss 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.

The Diwali festival begins tonight, and I'm wishing five days of joy to those celebrating.

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

Whether it’s strengthening your passwords or treating suspicious emails with more caution, learn steps to help reduce the threat of identity theft, online scams, malware, fraud and more.

Maintain Good Cybersecurity Habits | Morgan Stanley Whether it’s strengthening your passwords or treating emails from unknown senders with more caution, you can take a number of steps to reduce the threat of identity theft, online scams, malware, fraud and more.

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.52% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3tda3ZL

October is Financial Planning Month, a perfect time to assess you and your family's financial goals, chart a course for your future, and ensure your financial well-being.

Family | Poonum Vasishth | Tacoma, WA | Morgan Stanley Wealth Management Learn more about Family from Poonum Vasishth at Morgan Stanley.

Losses are painful, but investors who can stay focused on their goals, rather than obsessing over monthly returns, will likely be better off in the long run. See why: https://mgstn.ly/3LnJcR6

Top 5 Mistakes Investors Make in a Market Sell-Off | Morgan Stanley Whether it is panic selling, hiding out in cash, or trading frantically during volatile markets, investors tend to make several mistakes that can hurt them long-term. Know how to spot—and avoid—the most common bad behaviors.

Happy Fall Equinox! Let's embrace the crisp air and vibrant colors of autumn on this first day of fall.

On Patriot Day, we are called to remember a moment in history that has changed our world forever. Today, we honor the 2,977 innocent victims who died in the September 11th, 2001 terrorist attacks.

This day has been etched into the collective memory of every American. It is a day that shook us to our core, but it is also a day that has highlighted the incredible resilience, fortitude, and unity that encompasses the spirit of this nation.

Every year, Americans dedicate this day as a way to remember those who died and the first responders who risked their own lives to help save others. We will never forget the memories and sacrifices of these brave family members, friends, and first responders. God Bless America!

I would like to wish everyone a Happy Labor Day!

Whether you’re taking a well-deserved break or putting in the hard work, here’s to celebrating the contributions of workers everywhere.

Relax, recharge, and enjoy the day!

Investing a windfall in uncertain markets can be tricky. Dollar-cost averaging and lump-sum investing are two approaches to consider. Reach out to discuss which approach makes sense for you.

Two Ways to Invest a Cash Windfall | Morgan Stanley When deciding how to add a large amount of cash to your portfolio, consider the pros and cons of dollar-cost averaging and lump-sum investing.

Today is National Financial Awareness Day!

Let us take a moment to reflect on our financial goals and habits. Whether it’s budgeting, saving, or investing, this day reminds us to be proactive and informed about our financial well-being.

Visit my website to learn about all of the ways I can help you with your finances. Feel free to reach out if you would like to discuss further.

https://advisor.morganstanley.com/poonum.vasishth

Poonum Vasishth | Tacoma, WA | Morgan Stanley Wealth Management Poonum Vasishth can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

Don't wait to start sorting your parents’ estate planning wishes. The sooner you get started then the more time you'll have to make sure their wishes are met. I can help you map out a plan. Reach out if you would like to discuss further.

The State of Your Parents' Estate | Morgan Stanley Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents’ plan.

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track. Reach out if you would like to discuss further.

What Kind of Retiree Do You Want to Be? | Morgan Stanley Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

College can be a challenging time for many students, but it’s also an opportunity to establish good financial habits. Here are some tips to pass along before small budgeting missteps lead to long-term problems.

Sage Credit Advice for College Students | Morgan Stanley Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life.

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

The Millennial and Gen Z Guide to a Sweet Retirement | Morgan Stanley How the power of time can help savvy young investors grow an impressive portfolio.

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3CKQ5r6

Happy 4th of July! May your Independence Day be filled with laughter, joy, and the proud embrace of freedom! Wishing you a terrific day!

Happy Juneteenth, everyone! Today, we commemorate the historic milestone that marks the emancipation of enslaved African Americans in the United States. It’s a day of reflection, education, and celebration of the resilience and strength of the Black community.

On this day in 1865, news of the Emancipation Proclamation finally reached Galveston, Texas, declaring that all slaves were free. Juneteenth serves as a powerful reminder that the fight for freedom and equality requires continuous dedication and unwavering determination. It’s a moment to honor the heroes who paved the way for progress and to acknowledge the work that remains ahead.

As we celebrate Juneteenth, let’s embrace the spirit of unity, compassion, and respect for one another. Together, we can foster a society that values diversity and inclusivity.

Let’s listen, learn, and uplift Black voices, stories, and achievements. Let’s amplify the call for equality and work towards a future where every individual is seen, heard, and treated with dignity.

Join me in commemoration this important day by sharing your thoughts, experiences, and hopes for a better future using . Let’s ignite meaningful conversations, promote understanding, and create lasting change. Together, we can build a world where freedom truly knows no bounds.

Happy Juneteenth!

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

Today, we celebrate the rock-solid pillars of our lives, the unsung heroes who have always been there to lend a guiding hand and a shoulder to lean on. Thank you, dads, for your unwavering love, support, and sacrifices.

Let’s take a moment to honor the dads who teach us valuable life lessons, encourage us to chase our dreams, and instill in us the value of hard work, perseverance, and compassion. They are the superheroes who protect and nurture their families with boundless dedication.

Today, let’s shower our dads with appreciation, gratitude, and love. Whether it’s a heartfelt hug, a thoughtful gift, or simply spending quality time together, let’s make this day extra special for the incredible fathers in our lives.

Remember, Father’s Day isn’t just about biological dads. It’s a day to acknowledge all the father figures, stepfathers, grandfathers, uncles, and mentors who have played a significant role in shaping us into the best versions of ourselves.

To all the dads out there, we see you, we appreciate you, and we honor you. Your love and guidance make the world a better place. Happy Father’s Day!

Happy National Eat Your Vegetables Day!

It’s time to celebrate the superheroes of our plates – vegetables! Today, we honor the amazing powerhouses of nutrition and taste that keep us healthy and thriving.

Whether you’re a veggie enthusiast or just starting your journey towards a greener diet, today is the perfect day to dive into a rainbow of flavors and textures. From crunch carrots to leafy greens, let’s give a standing ovation to the vibrant and delicious world of veggies!

Remember, vegetables aren’t just good for our bodies; they’re good for our planet too! By choosing plant-based options, we reduce our environmental footprint and contribute to a sustainable future for all.

So, why not challenge yourself to try a new vegetable today? Whip up a colorful salad, blend a refreshing green smoothie, or get creative with veggie-packed stir-fries. Your taste buds and body will thank you!

Don’t forget to share your veggie adventures with us using . Let’s inspire and motivate each other to embrace a healthier, veggie-filled lifestyle. Together, we can make every day a vegetable celebration!