Portfolio Management Director, Vice President Financial Advisor with The Monroe Harbor Group at Morgan Stanley. For info, visit my website. NMLS#: 1321548
From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to start a conversation that could protect your loved one's sensitive information and assets in this article. https://t.co/LD00n7x7Fo
Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into the value of what you own. https://t.co/24TEpdnnxk
Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors.
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You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2026 tax deadline. Learn more here: https://t.co/sxqc8SJEWJ
Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://t.co/or1ErFaLZx
As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://t.co/BlVsdyIOFe
Is now a good time to buy a home? Learn more in Morgan Stanley's 2026 housing outlook and let's discuss what makes financial sense for you. https://t.co/vOXE1hpoPG
As we share more of our daily lives online, it's important to balance security and convenience. These five tips can put you in greater control of your digital footprint. https://t.co/l5q2rpJx59
An 83(b) election can offer significant tax savings, but requires careful planning. I can help company founders navigate the process. Learn more. https://t.co/SmU5naE2Bl
I am feeling especially thankful for the people who make life full- my friends, my family, the wonderful people I get to work with and the clients that I am fortunate to serve. Wishing you and your loved ones a warm, joyful thanksgiving.
Planning for the future of a child with disabilities can be emotionally and financially stressful. Here are four steps to consider as you put a plan in place to provide your child with access to resources and support throughout their life. https://t.co/qXqEOAXZaH
Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits:
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When is a good time to save vs. invest cash? In short, it depends on your goals. Learn more about how each strategy could help. https://t.co/s3jykuGaJq
As we use AI to improve our everyday lives, cybercriminals are using the technology to create new scams. Learn how to spot them.
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Have you ever wondered how you can achieve a financial milestone in a short timeframe? How about three? My colleague discusses short-term savings strategies for some of life's biggest moments on this episode of What Should I Do With My Money?
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Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how tax-loss harvesting can work for you: https://t.co/UCfUUL73gO