The Carroll Group at Morgan Stanley

10/19/2024

Learn the money moves you can make this fall to set yourself up for success in 2025 and beyond. Find tips on investing, taxes, charitable giving and more.

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08/21/2024

The U.S. stock market had a great first half of 2024. Should you expect more gains from here? Let's discuss what's right for your portfolio.

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08/19/2024

Take these steps to ensure you have trusted decision-makers in place should you—or your parents—become incapacitated.

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03/19/2024

Selling a business should be the reward for years of entrepreneurial savvy and hard work.

Here's how to make the process go smoothly.

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02/14/2024

Recognizing your impulses when investing can help you sharpen your decision-making. Here's how.

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01/29/2024

As you prepare to file your 2023 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan.

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11/27/2023

As we look to close out the year on a healthy and hopeful note, let’s talk about ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

11/16/2023

We had some fun on Halloween this year in the Brea office! Can you find Mark, Blake, and myself? (Hint: Hippie, Luigi, Inmate)

Hope you had some fun this year!

11/14/2023

Our very own Mark Carroll and some others in the Brea office last month wearing pink in support of Breast Cancer Awareness!

11/13/2023

Did you know you can use investment losses to offset your capital gains and reduce your tax bill?

See how tax-loss harvesting can work for you: https://mgstn.ly/46eePnQ

10/03/2023

How could the Fed’s latest decision on interest rates affect your investments?

Check out this week’s market commentary and let’s connect: https://mgstn.ly/45jqMbj

08/24/2023

The Carroll Group recently had the opportunity to connect with and support the local community at the Keep Life Moving 5k!

The Keep Life Moving foundation is dedicated to raising awareness for ambulatory disabilities and rare diseases, and committed to providing all-terrain wheelchairs to families in need.

The spirit of those who navigate life with ambulatory disabilities and the determination of their families is an inspiration to us all. It's a reminder that even in the face of challenges, we have the capacity to overcome and thrive.

All-terrain wheelchairs provide practical mobility but also give a renewed sense of freedom and adventure. It's a testament to the foundation's commitment to ensuring that everyone can enjoy life's journey to the fullest.

Every step we take together in raising awareness and providing resources contributes to a brighter future for all.

A huge shoutout to Keep Life Moving for their dedication and hard work. We stand with you in your mission to make life's adventures accessible to everyone, regardless of challenges faced.