SVP, Financial Advisor with Graystone Consulting-Richmond, a business of Morgan Stanley.
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Sharing our June newsletter from The Telos Group at Morgan Stanley. If you'd like to discuss what these updates could mean for your financial plan, I'm here to help. https://t.co/0L7JDmGCY4
Today, we pause to remember and honor the fallen . This photo of the Normandy American Cemetery in Colleville-sur-Mer, France, honors American troops who lost their lives in the Normandy landings and the Battle of Normandy that followed.
Please join us in celebrating all the mothers, grandmothers, step-mothers, aunts, and mother-figures making a difference every day. Have a wonderful Mother's Day and enjoy your weekend!
Happy National Teacher's Day! Today, we're celebrating Joanna Metz—wife of Fletcher Metz, Institutional Consulting Analyst at the Telos Group—who is in her 22nd year of teaching. Thank you for all you do!
We're on "hatch watch" and it could happen any day. Tune in to the livestream of the peregrine falcons nesting on top of Riverfront Plaza, home of the Telos Group: https://t.co/PW4n7bTZHN
The Telos Group's March Newsletter is live and full of team updates, timely reminders, and helpful planning resources. Check it out here: https://t.co/jFpaJ03dHV
A quick reminder: Daylight Saving Time is Sunday, 3/8. Don't forget to set your clocks forward one hour Saturday night. Wishing you a smooth start to the week ahead.
As the market fluctuates, it's easy to feel uncertain. This article shares five strategies that can help you navigate through the turbulence. https://t.co/lSvkFX7oMa
World Wildlife Day Reflection: Deer and geese are easy to overlook, until you stop and notice them. These photos, taken by Craig Dunbar, are a reminder that the same is true with financial progress: small, consistent steps can add up to meaningful results over time.
The Telos Group's February newsletter is now available. We're sharing timely perspectives and practical planning reminders because the most effective wealth strategies are built with clarity, consistency, and a long-term view. https://t.co/tnSdKfJLXq
Happy Presidents' Day. Today is an opportunity to reflect on the leadership, public service, and civic values that have helped shape our country. Wishing everyone a safe and meaningful holiday.
Please join The Telos Group on Thursday, February 12 at 3:00 PM ET for a conversation with Anna Nerys, iShares Thematic Strategist at BlackRock, covering bitcoin fundamentals, its role in markets, and key opportunities and risks. We hope to see you there! https://t.co/b5hJjKe0w3
Small digital habits can make a big difference. Morgan Stanley shares straightforward ways to shrink your digital footprint and help lower the risk of identity fraud. https://t.co/nM9kZt4vzK
Sharing our monthly newsletter starting with the January edition. As we step into the new year, it's the perfect time to reassess and organize your financial plans. https://t.co/BeWPFkz4PN
Dr. King reminds us that progress is built through service, empathy and courage. Grateful to reflect and recommit today. "The time is always right to do what is right." -Dr. Martin Luther King Jr. #MLKDay#MartinLutherKingJr
As the holiday season approaches, we wanted to take a moment to extend our warmest wishes to you and your loved ones. We hope that you have a wonderful holiday season filled with joy, laughter, and good cheer.