Tax-loss harvesting is a tax-efficient investing strategy that can help reduce taxes from your investments year-round. Learn more. livesocial.seismic.com/toSS8q

Are you prepared for unexpected expenses? An emergency fund can help you avoid dipping into your savings or taking on additional debt. Let's connect on the best ways to save. livesocial.seismic.com/tpU05-

Reflecting on the legacy of our nation's leaders and the values that drive progress. Happy Presidents Day. Our office will be closed today, Monday February 17th, in observance of Presidents' Day.

Is the era of U.S. tech dominance and low rates ending? Learn what the rise of DeepSeek AI and the Fed's rate pause could mean for markets. livesocial.seismic.com/ts-Arf

Consider these tax season moves. The sooner you get started, the better prepared you'll be for Tax Day. Click the link below to learn more: livesocial.seismic.com/tFXVZP

Learn more about the potential advantages of a direct indexing strategy and how it can help you meet your financial goals. livesocial.seismic.com/tK0rfK

Big market declines can be unnerving but are historically not unusual. Learn how to recognize common investing mistakes and stay focused on your long-term financial goals. livesocial.seismic.com/t6a_M9

Happy St. Patrick's Day! Wishing everyone a day filled with luck, joy, and success. Let's celebrate the spirit of growth, opportunity, and prosperity- both personally and professionally!

You don't have to navigate the complex world of personal finances alone. I am here to help you understand where you stand financially, and more importantly, where you could be. livesocial.seismic.com/tWis7M

Mortgage rates are forecast to drop over time, but affordability likely won't return to pre-pandemic levels. Let's discuss the overall financial implications of buying a home in the current market. livesocial.seismic.com/t1bZl4

Financial literacy is a lifelong journey. Whether you're a student, a young professional, or a retiree, there's always something new to learn. Let's connect. livesocial.seismic.com/tJbnGz

As you approach retirement, it's important to prepare for the lifestyle changes ahead. Here are five tips to help you envision your golden years. livesocial.seismic.com/toQxXH

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

With the S&P 500 hitting a new all-time high, where should investors focus next? Check out the latest market commentary for insight. livesocial.seismic.com/t85LBY

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. livesocial.seismic.com/tVlQ-v

Tech giants are again dominating U.S. equity indexes. How should you invest? Consider these market insights from our Chief Investment Officer: livesocial.seismic.com/t2drs3

While many of my clients are savvy investors, there comes a point where they realized they no longer wanted to go it alone. If this sounds like you, have a listen to this episode of What Should I Do With My Money? livesocial.seismic.com/tl_OUG

Should you expect a Fed rate cut in September? Markets see high odds, but our Chief Investment Officer is more cautious. Here's why: livesocial.seismic.com/tS481E

Monica Guerra, head of US Policy for Wealth Management, discusses recent policy developments that could impact the potential use, adoption and market implications of stablecoins. livesocial.seismic.com/txM5TH

Morgan Stanley's 90-year legacy of excellence continues to inspire innovation and growth. Discover how our history shapes our forward-thinking approach: livesocial.seismic.com/tS0eMI