The Bravo Kilo Group at Morgan Stanley

05/05/2025

As trade policy and Fed independence fears turned to momentary relief, markets retraced almost all losses in April. Find out more in On The Markets.

morganstanley.com

04/07/2025

The latest tariff news has deeply shaken markets. What could it mean for your portfolio? Here's the latest insight from our Global Investment Office. https://livesocial.seismic.com/a3reoa

08/09/2024

Despite market positioning for increased certainty on rate cuts, ongoing domestic and international political surprises mean other uncertainties are rising. Find out more in On the Markets.

mgstn.ly

07/18/2024

As the value of your company increases, it can become increasingly difficult to effectively redistribute that wealth among family members. Creating a trust or family limited partnership could offer solutions for your estate planning needs.

Read Part 3 of Insights for Entrepreneurs below for more information.

https://livesocial.seismic.com/aN8h5q

07/08/2024

With markets poised to broaden, we think now's the time for equity investors to focus on "quality value" themes. Find out more in On the Markets.

mgstn.ly

06/27/2024

1031 Exchanges can be a tax-efficient investment vehicle available to real estate investors. However, with the recent decline in transaction volume, many sellers are having trouble finding property to exchange into.

View the Morgan Stanley 1031 Exchange Fact Deck below to see how we may be able to help you in this rough commercial real estate market.

https://livesocial.seismic.com/axUtaF

06/18/2024

Oftentimes, basic estate planning can be overlooked by the day-to-day of running your business. However, the early stages of your business is an important and worthwhile time to conduct in-depth estate planning.

Learn more about incorporating estate planning into your business in Part 2 of Insights for Entrepreneurship by viewing the pdf link below.

https://livesocial.seismic.com/aBgtjT

05/24/2024

Being an entrepreneur comes with a lot of stress.

You have to manage your business and decision-making while holding tight to the vision you set out to achieve. Fortunately, Morgan Stanley provides numerous resources to help entrepreneurs succeed. View Part One of Insights for Entrepreneurs below for important info about managing the many challenges that come with starting a business.

https://livesocial.seismic.com/ab1Vx-

05/15/2024

Congratulations to my colleague and Bravo Kilo Group teammate Steve Kilinski on earning the Certified Financial Planner™ designation (CFP®)!

The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He is an incredible Financial Advisor with a robust dedication to his clients and I am excited to see him use this new designation to elevate his client service level and experience. Congrats!



Disclaimer: CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

www.cfp.net

04/12/2024

As the economy continues to look hot in 2024, Morgan Stanley Research predicts a 50% increase in deal volumes compared with 2023, thanks to growing corporate confidence and positive news on the global economy. There are several key industries that may be especially primed for deals.

Check out the article below for which ones we are watching.

&A

www.morganstanley.com