Dunning Silliman, Financial Advisor at Morgan Stanley

12/08/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

10/19/2023

Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let’s discuss what strategies might make sense for you.

Visit my website: https://advisor.morganstanley.com/dunning.silliman

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

09/08/2023

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Please reach out with any questions, I'm here to help.

Learn more about maximizing your Social Security Benefits here:

Maximizing your Social Security retirement benefits can help you achieve your financial goals.

08/25/2023

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Please don't hesitate to reach out so we can discuss how this may affect your portfolio.

Maximizing your Social Security retirement benefits can help you achieve your financial goals.

08/17/2023

You’ve worked hard to build wealth. Now it’s time to protect your assets and your family's legacy. This 7-step Estate Planning Checklist will help us work together to create a plan so your assets may continue to grow for generations to come.

Click the link to learn more about what steps we can take to create a successful estate plan: https://mgstn.ly/3QK9hgO

08/04/2023

Last week, the family and I took some time to appreciate the summer weather and adventure in Acadia National Park in Maine. Not only was it a great time to reflect and wind-down, but climbing the Penobscot Mountain Trail gave us a fantastic view of our surroundings (talk about scenery!). I can't wait to come back and do it again!

07/06/2023

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Let's discuss how I can help you properly plan for retirement!

Learn more:

Maximizing your Social Security retirement benefits can help you achieve your financial goals.

06/28/2023

Your retirement has the potential to be the most fulfilling period of your life. Let’s work together on your financial and personal plan as you transition from work life to retired life.

Don't hesitate to reach out with any questions!

Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.

06/23/2023

A slew of game-changing developments in the health care sector is creating opportunity for long-term investors. Have you considered how your portfolio could benefit?

Click the link to learn about how opportunities in health care may fit into your investment strategy:

Advances in technology and innovation have led to new breakthroughs in health care. Here’s a look at three areas of opportunity for long-term investors.

06/13/2023

After more than 25 years of innovation, artificial intelligence is having a breakthrough moment. Better search tools and AI assistants could power stronger recommendation engines for social media and e-commerce, create advanced tools for producing content and optimize shared-economy marketplaces for transportation and other services, among many advances.

Click the link to learn more about the $6 Trillion opportunity in AI:

Artificial intelligence has reached an inflection point as it offers game-changing innovations in technology for consumers.

06/08/2023

Estate planning can be an emotionally and financially complex task, but a well-informed plan can make a big difference for your loved ones. Learn more and explore other estate planning video insights from Morgan Stanley here: https://mgstn.ly/3Nlh0jl

06/01/2023

A lot can pile up over a year, or just a season. Here are five tips to help you tidy up, declutter and organize your finances this spring.
https://mgstn.ly/3qocebF