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Todd J. Mulligan, CFA,CFP®,CAIA Stephen A. Fitzmaurice, CFP®, CPWA®, CRPC® CLTC, CIMA® Financial Advisors at Morgan Stanley More info @ website NMLS: 1421894

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June marks Morgan Stanley's annual Global Volunteer Month. My colleagues and I are coming together to give back to our local communities. Proud to be a part of it! Click here to learn more. https://t.co/OzHdoHNQMn

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May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. https://t.co/kwaXduLBIc

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This Memorial Day, let's remember and honor the brave souls who made the ultimate sacrifice for our nation's freedom.

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Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk. https://t.co/T5j5At8QRe

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Wishing a Happy Mother's Day to all the incredible moms who inspire, nurture, and lead with love every day.

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We're excited to now introduce Kyle Cox in our second "Team Member Spotlight." Kyle joined Morgan Stanley back in 2016. Click the link below to learn more about his role and get a quick peek into life beyond the office. https://t.co/rbKNStdcwo

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Wishing you a joyful Easter filled with peace, renewal, and time well spent with loved ones.

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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/7cuxAj3h1Z

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hat could military escalation with Iran mean for the markets and your investments? Learn more from our strategists. https://t.co/C3DfNtGLsl

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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/D5ZH5B3Zv8

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We're proud to introduce Jackie Claus in our first "Team Member Spotlight." This series will introduce the team members of the Boston Center Group, share their role, and offer a quick peek into life beyond the office. Stay tuned for more. https://t.co/WXYuu94DF0

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The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook: https://t.co/0YCTUzBFlF

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Wishing everyone a happy and healthy New Year!

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Warm wishes for a joyful and peaceful holiday season filled with cheer.

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Morgan Stanley's 2026 Global Economic Outlook forecasts slowing inflation and moderate growth, with potential for upside surprise if U.S. growth is faster than expected. Learn more:
https://t.co/zUSvLc6OCl

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Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

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During open enrollment season, you may want to consider how a health savings account could offer a tax-advantaged way to save for health care costs in retirement. https://t.co/lt1gbdpOEd

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Back-to-school season is a great time to start thinking about financial planning for education. Learn about how a 529 account could help: https://t.co/0BpuB5X26y

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Is the era of "American Exceptionalism" in markets ending? Join Morgan Stanley for an exclusive event on Monday, September 8 as we uncover what a global market rebalancing may mean for investors. Register here: https://t.co/5r7Ph2zrdR

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Don't let cybercriminals ruin your vacation. Here are three steps you can take to help protect your devices and data while traveling. https://t.co/g9f4Zq4jdV