Don Nowak, Wealth Advisor at Morgan Stanley

09/09/2024

Our next 2024 Election Insights event on Thursday, September 12 will feature exclusive perspectives from Morgan Stanley thought leaders on the domestic and international policy issues that could impact investors.

Join us:
https://livesocial.seismic.com/aILfwe

08/12/2024

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? to hear how a Financial Advisor like me can help you preserve what you've achieved so far and plan for your important future goals.
https://livesocial.seismic.com/aqAnPi

08/09/2024

"What good can I do with this money?" asks Claire, this episode's podcast guest on What Should I Do With My Money? My colleague discusses how to donate with impact and align investment goals with philanthropic intentions. Let me know how I might help you support causes you care about.
https://livesocial.seismic.com/a9QK8q

08/08/2024

Many topics are covered in school, but personal finance isn't always one of them. On this episode of What Should I Do With My Money? my colleague discusses how a financial plan can help create a foundation for life's big milestones. Let me know how I can help you do the same.
https://livesocial.seismic.com/ahyjg9

08/07/2024

Despite the shakeup in the presidential race, not much has changed for investors planning for the next few months. Learn more from Morgan Stanley Research.

morganstanley.com

08/07/2024

Markets are contending with greater uncertainty around the U.S. presidential election following President Biden's withdrawal. Our Global Head of Fixed Income and Thematic Research breaks down what we know as the campaign enters a new phase.

morganstanley.com

08/06/2024

The General Election could impact the markets, the economy, taxes and your portfolio. Tune in to an exclusive conversation with Morgan Stanley thought leaders for their perspectives:
https://livesocial.seismic.com/aEB_ZF

07/25/2024

In a stunning turn in the stock market, megacap tech's momentum has faded recently while small caps and the non-Magnificent 7 stocks have outperformed. Are these trends sustainable?

brightcove.net

01/16/2024

Receiving a bonus or raise can be a significant opportunity to pay down debt and contribute to retirement or education funds. Let’s discuss the best strategy for you.

Have extra money coming in? Here’s how you can put your money to work now, so you can potentially reap the rewards down the road.

01/16/2024

College can be a challenging time for many students, but it’s also an opportunity to establish good financial habits. Here are some tips to pass along before small budgeting missteps lead to long-term problems.

Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life.

01/16/2024

Members of the LGBT+ community can face unique financial considerations when tying the knot. With this checklist, I can help you plan for a financially secure life after saying “I do."

Before walking down the aisle, review your financial statements and align on your goals to better prepare for what comes after saying “I do.”

01/11/2024

Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://mgstn.ly/3SbK9jh

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3RMhsYA)]