ExeterWMG_MS

Financial Advisors at Morgan Stanley

NMLS # 1881927, 1560664, 1274499, 1298043, 1629335

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[ExeterWMG_MS @ExeterWMG_MS]

Saving for your child's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you. https://t.co/2hl221v2BZ

[ExeterWMG_MS @ExeterWMG_MS]

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/uADqSH8EjW

[ExeterWMG_MS @ExeterWMG_MS]

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. https://t.co/dJ1Ai1UYdo

[ExeterWMG_MS @ExeterWMG_MS]

Year-end tax planning can help you get ahead of potential tax considerations next year. These tax-efficient strategies can help. https://t.co/TH8ut6Jxvt

[ExeterWMG_MS @ExeterWMG_MS]

Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits:
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[ExeterWMG_MS @ExeterWMG_MS]

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/VnXko2TRRA

[ExeterWMG_MS @ExeterWMG_MS]

Even small contributions to a retirement fund can have a big impact for young investors. Check out our "Millennial and Gen Z Guide to a Sweet Retirement" and let me know how I can help you get started. https://t.co/IJFOVtQPLY

[ExeterWMG_MS @ExeterWMG_MS]

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

[ExeterWMG_MS @ExeterWMG_MS]

Today, we honor the contributions and achievements of laborers in the United States.

[ExeterWMG_MS @ExeterWMG_MS]

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. https://t.co/QT1QPgMI1E

[ExeterWMG_MS @ExeterWMG_MS]

Concerned about market losses impacting your retirement plan? Let's discuss five strategies that may help protect your savings. https://t.co/3va3qNNmOb

[ExeterWMG_MS @ExeterWMG_MS]

US equities rose Monday, as earnings optimism returned after Friday's softer payrolls report. Read more in the 1% Move Report https://t.co/O7M1b1y61A

[ExeterWMG_MS @ExeterWMG_MS]

US equities fell Friday on the rollout of US tariffs and softer macro data. Read more in the 1% Move report. https://t.co/NGLmhYBe2S

[ExeterWMG_MS @ExeterWMG_MS]

Book your summer travel with Morgan Stanley's Reserved Living & Giving. Enjoy discounts on hotels, golf club shipping, boat rentals, popular attractions, airport lounge membership and more! https://t.co/XCHICZjsnx

[ExeterWMG_MS @ExeterWMG_MS]

Discover how dollar-cost averaging can help reduce behavioral risk, especially when the market experiences a downturn. https://t.co/hfgEictXcX

[ExeterWMG_MS @ExeterWMG_MS]

The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategist, break down the legislation, its implications for deficits and markets, and what it could mean for investors. https://t.co/1enhPsQnhd

[ExeterWMG_MS @ExeterWMG_MS]

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track and pivot when necessary.
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[ExeterWMG_MS @ExeterWMG_MS]

Did you know a trusted contact on your financial accounts can act as a safeguard against scams? Learn about the benefits of a trusted contact and how to add one to your account. https://t.co/kC4STV7ted

[ExeterWMG_MS @ExeterWMG_MS]

Protecting your assets and personal information is a top priority for me. This article shares tips on how to respond if you suspect you've been hacked or scammed. As always, I'm here to help. https://t.co/kr6feV46Me

[ExeterWMG_MS @ExeterWMG_MS]

Concentrated stock positions can be profitable, but they're also risky. Discover four tax-smart ways to help diversify your investments. https://t.co/Py4QUyt5ba