Lance D Rummel, CFP®, CIMA®, CPWA®

Senior Vice President, Financial Advisor at Morgan Stanley. For more information, visit my website.

NMLS # 1265053
CA Insurance License # 0182631

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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/4uymFht1ty

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://t.co/7VPfSaN1RH

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

As you approach year-end, consider how strategic tax planning can position you for success in 2026 and beyond. Here are three key questions we can explore together. https://t.co/0RQDbUPYUV

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook:https://t.co/MjZQ06rynb

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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/706M0kg0Ev

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: https://t.co/q3S66U4xC0

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

Take your gifting to the next level with exclusive holiday offers from Reserved Living & Giving. Morgan Stanley clients can save 15% off Hyperice products, 20% off Tumi luggage, 5% off KitchenAid appliances and much more! https://t.co/7Z3isMRCU5

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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/FrkM3TP0Kf

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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/7jJWZpincM

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money and data and educate you on the latest scams. https://t.co/syV9vsW1aZ

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

We all spend hours a day online, but are all of those interactions safe from bad actors? Here are five tips to help keep your data secure.
https://t.co/8721HZXnRV

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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/Z7CfQi0sa4

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

Amid uncertainty in markets, your portfolio might benefit from some alternative investment strategies that have recently become more investor-friendly. Let's discuss if any of them might work for you. https://t.co/al2bMRdBOi

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

Concentrated stock positions can be profitable, but they're also risky. Discover four tax-smart ways to help diversify your investments. https://t.co/HL6ntdyVN6

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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/nvmASoNsQg

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

Cryptocurrency scams are becoming more sophisticated by the day. Discover strategies to identify common scams and safeguard your assets. https://t.co/URc9czMHrV

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

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/HS074GBmeS

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

Buying a home does not have to be out of reach for your loved ones. These strategies can help: https://t.co/8Ht68zoPaO

[Lance D Rummel, CFP®, CIMA®, CPWA® @LanceRummelMS]

The world's economy is likely to slow this year, led by strong deceleration in the U.S., as tariffs disrupt demand globally. Learn about Morgan Stanley Research's estimates in the 2025 Midyear Economic Outlook. https://t.co/ze7SlXrll9