Jim Roman, Financial Advisor at Morgan Stanley

Whether you want to donate to charity or invest in a loved-one’s future, consider these ways to help make your giving go further.

5 Tax-Savvy Ways to Give | Morgan Stanley If you’re inclined to help others, consider these ways to make your giving go further.

Wishing everyone a happy and healthy holiday season spent with family and friends! May 2024 bring you joy, success, and many opportunities.

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Five Holiday Scams to Avoid | Morgan Stanley Stay a step ahead of cybercriminals this season by being aware of these scams.

With the end of the year right around the corner, we have updated our website to include an article that discusses impactful ways to give this holiday season.

Select the link below to check it out:

The Flint Hills Group | Wichita, KS | Morgan Stanley Wealth Management The Flint Hills Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, and Philanthropy.

On behalf of The Flint Hills Group, we wish you and your families a Happy Thanksgiving full of good health, happiness, and prosperity.

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Sidestep Social Engineering Scams | Morgan Stanley Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

Honoring our nation’s heroes on this Veterans Day! As we commemorate the bravery and sacrifice of our veterans, let us express our deepest gratitude for their service.

To those who have served, and to their families, THANK YOU for your dedication and selflessness. Your unwavering commitment to defending our freedom inspires us all.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

Why You May Need a Trust | Morgan Stanley

You’ve worked hard to build wealth, now it’s time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries:

Estate Planning Essentials: 7 Key Steps | Morgan Stanley Creating an estate plan can help protect your wealth and prevent hardship for your heirs.

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:

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.

Join us in wearing pink this month to advocate for Breast Cancer Awareness, show solidarity with breast cancer survivors, and to honor those we have lost.

Early detection is key in the fight against breast cancer. So, if you haven’t, schedule regular check-ups and encourage your loved ones to do the same. By spreading awareness, we can save lives and support those affected by this disease.

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.

What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills? Find out below:

Tax-Loss Harvesting Can Work Year-Round for Investors—Here’s How | Morgan Stanley What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?

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

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.

On this National Daughter’s Day, I wanted to give a special shout out to my 3 incredible daughters, Lyndsey, Lauren, and Kylie.

Watching them grow into the amazing women they are today has been one of the greatest experiences of my life. I cherish each one of them, and feel proud to call myself their dad.

Today is World Alzheimer’s Day. Let's use this opportunity to focus on the 50 million people worldwide living with Alzheimer’s and other dementias and show our support to their family members and caregivers.

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 Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this tragedy twenty-two years ago.

Wishing everyone a Happy Labor Day! On this special day, we extend our heartfelt appreciation to the hardworking individuals who contribute their skill and dedication to the workforce.

We hope everyone enjoys the end of summer!

Fraudsters are unleashing scams to take advantage of cryptocurrency’s popularity. Learn how to help protect your assets:

The Cryptocurrency-Cybercrime Connection | Morgan Stanley Fraudsters are unleashing scams to take advantage of the popularity of digital currency. Learn how to detect cryptocurrency scams and help protect your assets.

Midway through 2023, the global economy is facing a host of unusual occurrences. Hear what Morgan Stanley researchers are forecasting about the Fed, the fight against inflation, and much more for the rest of 2023 by selecting the link below and going to the "Research & Resources" tab:

The Flint Hills Group | Wichita, KS | Morgan Stanley Wealth Management The Flint Hills Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, and Philanthropy.

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.42% 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/43HkW2O

Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents’ plan.

The State of Your Parents' Estate | Morgan Stanley

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% 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/452hK2D

Don’t wait to start planning for your financial future. Let’s meet and discuss how I can help you get started.

What to Do If You Are Off Track on Your Goals | Morgan Stanley Don’t worry if your financial goals look out of reach now based on what you’ve saved. There are ways to adjust course that are easier than you may think.

You can easily categorize your expenses and manage your spending while you travel with our Spending + Budgeting tool. Learn more here: https://mgstn.ly/3ri3vYV

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.35% 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/3pJcx0J

Planning an international trip? Here are a few money tips to help you enjoy your travels:

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

Happy Fourth of July, everyone! Today, we celebrate the birth of our nation and the freedoms we hold dear. Let's take a moment to reflect on the sacrifices made by our founding fathers and all those who have fought to protect our independence.

Whether you're grilling with family, watching fireworks, or just enjoying a day off, let's remember what makes America great and strive to make it even better. Have a safe and happy Fourth of July!