The Marks Group
LOREM IPSUM - NC07222021
10/01/2024
Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://mgstn.ly/4aRyoFP
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3vwdnAw)]
21/12/2023
Today is the first day of winter! What traditions are you looking forward to this season?
17/11/2023
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.
16/10/2023
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/3M0lxGw
Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/46jkKZ5
Cybersecurity
05/08/2023
Visit my FA website to learn more!
Paul W. Morris | McLean, VA | Falls Church, VA | Morgan Stanley Private Wealth Management Paul W. Morris specializes in high-net worth investing. Learn about Mosaic, PWM Podcast, Managing Significant Wealth, Insights and Outcomes, and Global Sports and Entertainment.
01/08/2023
August is National Black Business Month! Join us as we support and celebrate Black-owned businesses across the country.
31/07/2023
Help protect yourself on your next trip with these cybersecurity tips.
Travel Cybersecurity: Staying Safe on Vacation | Morgan Stanley Learn how to protect your computer security while traveling. Explore these travel cybersecurity tips from Morgan Stanley as you plan your next vacation.
28/07/2023
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
19/07/2023
The closer to retirement, the more vulnerable you may be to adverse market conditions. Let’s discuss how you can prepare for the market’s unknowns during your golden years.
Is Your Portfolio Ready for Your Retirement? | Morgan Stanley An uncertain market can influence your decision of when to retire. Learn how to help protect your nest egg.
12/07/2023
Tempted to join in the U.S. stock-market rally? Let’s discuss why chasing recent performance isn’t always the right move.
Investing for the Long Term in an Uncertain Market | Morgan Stanley The recent stock market rally overlooks fundamental risks. Here’s why cautious investors shouldn’t fear missing out on short-term gains.
10/07/2023
Check out my website to learn more.
Paul W. Morris | McLean, VA | Falls Church, VA | Morgan Stanley Private Wealth Management Paul W. Morris specializes in high-net worth investing. Learn about Mosaic, PWM Podcast, Managing Significant Wealth, Insights and Outcomes, and Global Sports and Entertainment.
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19/06/2023
On Juneteenth, I am reflecting on the importance of this day to American history, the rich contributions and culture of Black Americans, as well as the ongoing challenges we must collectively address.
18/06/2023
Happy Father’s Day to all the incredible fathers and father figures out there!
10/06/2023
When is the best time for you to connect about your wealth planning strategy and financial goals? Click here to set up time with me and my team.
Paul W. Morris | McLean, VA | Falls Church, VA | Morgan Stanley Private Wealth Management Paul W. Morris specializes in high-net worth investing. Learn about Mosaic, PWM Podcast, Managing Significant Wealth, Insights and Outcomes, and Global Sports and Entertainment.
05/06/2023
Do you need help with retirement Or planning . I can help. Learn more about the wide array of services we offer.
Paul W. Morris | McLean, VA | Falls Church, VA | Morgan Stanley Private Wealth Management Paul W. Morris specializes in high-net worth investing. Learn about Mosaic, PWM Podcast, Managing Significant Wealth, Insights and Outcomes, and Global Sports and Entertainment.
Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.
Your financial journey is personal, and so is the Morgan Stanley Client Experience. See how we put old school grit and new world ideas to work: https://mgstn.ly/3ZVuN4c
test 15 may 2023
Happy Mother's Day to all the wonderful mothers and women in my life! Celebrating you and all that you do for your families.
10/05/2023
test 10 may 2023
03/05/2023
While you’re spring cleaning your home, consider ways to also tidy up your finances. Let’s discuss a few strategies that can help.
5 Ways to Spring-Clean Your Finances | Morgan Stanley A lot can pile up over a year, or just a season. Here are five tips to help you tidy up, declutter and organize your finances this spring.
02/05/2023
Having a strong understanding of your finances can help give you confidence amid uncertainty. Let me know how I can help.
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.
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