The Greater Boston Group at Morgan Stanley

The Greater Boston Group at Morgan Stanley We help families, business owners, and corporate executives build wealth strategies. MSSB is not responsible for content posted by third-parties.

The Greater Boston Group is managed by Financial Advisors and founding brothers, Brian & Timothy MacKinnon. With over 40 years of combined experience, our team seeks to build long-lasting and trusting relationships with each of our clients and their families. We recognize that we cannot create these relationships by merely offering tailored solutions alone; rather, we utilize the depth of our mark

et knowledge, financial planning experience and a high-touch service model to assist our clients in realizing their wants and dreams for the future. Our clients look to our team to develop wealth strategies that strive to preserve capital and achieve their long-term goals. To us, wealth management means aligning your finances with what is most important to you. As a family founded practice at Morgan Stanley Wealth Management, you can count on our team to provide a personalized relationship aimed at delivering objective and insightful guidance, further enhanced by the global reach and resources available through Morgan Stanley.

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

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08/01/2023

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

Having helped clients go through liquidity events, sales, and mergers, we understand just how taxing the considerations ...
07/25/2023

Having helped clients go through liquidity events, sales, and mergers, we understand just how taxing the considerations of selling your business can be. Having time and a clear plan are crucial. Read this primer for some more information on how to prepare for the ‘Transaction of a Lifetime’.

If you know someone who would find this useful, please feel free to share with them. And don’t hesitate to reach out if you have any questions!

Preparing for the Transaction of a Lifetime

The Greater Boston Group is determined to keeping our clients informed. We take promoting financial literacy seriously, ...
07/19/2023

The Greater Boston Group is determined to keeping our clients informed. We take promoting financial literacy seriously, and there’s no better place to start than with the young ones!

Read this piece about getting your kids knowledgeable about money. It will surely inspire some ideas and conversations to be had.

From Clueless to Clued In: Teaching Teens About Money

06/29/2023

Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.

06/02/2023

Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.

Happy Mother's Day from The Greater Boston Group! Thank you to all Moms for everything they do! Hope all are enjoying th...
05/14/2023

Happy Mother's Day from The Greater Boston Group! Thank you to all Moms for everything they do! Hope all are enjoying the day with their loved ones. 'sDay

05/02/2023

Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.

Happy Easter! From all of us at The Greater Boston Group, we wish you and your family a joy-filled holiday.
04/09/2023

Happy Easter!

From all of us at The Greater Boston Group, we wish you and your family a joy-filled holiday.

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a le...
04/06/2023

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a lending slowdown. Find out more in On the Markets: https://mgstn.ly/41abnZl

Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s...
01/30/2023

Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s take some time to meet and make sure you’re on track.

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

01/26/2023

Listen in to Invested at Work, Morgan Stanley at Work's new podcast on workplace financial benefits. We’re having meaningful conversations about how we can provide organizations with some clarity and financial empowerment. https://mgstn.ly/3WbwqaY

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02109

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