The Exeter Wealth Management Group at Morgan Stanley

12/01/2025

Could you be keeping more of what you earn? Let's discuss moves to make before year-end to help reduce the impact of taxes on your portfolio. https://livesocial.seismic.com/aHoB6C

11/21/2025

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://livesocial.seismic.com/a_OE7j

11/06/2025

During open enrollment season, you may want to consider how a health savings account could offer a tax-advantaged way to save for health care costs in retirement. https://livesocial.seismic.com/amoOBC

10/28/2025

Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits:
https://livesocial.seismic.com/a0SiAL

09/23/2025

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://livesocial.seismic.com/aOWb3v

09/12/2025

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://livesocial.seismic.com/aKW2YF

09/11/2025

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

09/01/2025

Today, we honor the contributions and achievements of laborers in the United States.

08/07/2025

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. https://livesocial.seismic.com/a82eji

08/05/2025

US equities rose Monday, as earnings optimism returned after Friday's softer payrolls report. Read more in the 1% Move Report

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08/01/2025

US equities fell Friday on the rollout of US tariffs and softer macro data. Read more in the 1% Move report.

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07/24/2025

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://livesocial.seismic.com/a992Kk