Troy Larsen, Financial Advisor at Morgan Stanley

05/02/2023

Join us for a webinar on Thursday, May 18, with Morgan Stanley cybersecurity expert Prashanth Challa and award-winning correspondent Jessica Yellin. They’ll unpack the power of artificial intelligence for cybersecurity—the good and the bad—and outline the practical steps you can take to secure your digital footprint. Register here: https://bit.ly/40Y2Qbp

03/20/2023

You still have time to max out your IRA contributions for the 2022 tax year (if eligible). Contribute by the April 18, 2023 deadline and invest in your future retirement today.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

03/16/2023

Don’t get fooled by scammers this tax season. Learn how to protect yourself from fraud and identity theft.

While you’re busy gathering your paperwork for tax season, cybercriminals are devising schemes to steal your identity and money. Know how to protect yourself and your loved ones.

03/06/2023

As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

02/23/2023

Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

02/14/2023

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.

02/07/2023

Talk to your kids about internet safety. Learn how to help protect your loved ones with our latest cyber tips.

The internet can be a dangerous playground for children. While opportunities for education, friendship and fun abound, there are plenty of safety hazards, too

02/06/2023

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.

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

01/27/2023

Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s Total Tax 365 approach.

Establishing a tax management strategy for your investments can help you keep more of your returns.

01/16/2023

Your tax situation is as unique as your investment goals. That’s why we’ve enhanced Tax Management Services custom client preferences to create a personalized experience tailored to your needs. https://mgstn.ly/3DAClA6

01/12/2023

Ready to make cybersecurity a priority for the new year? Get started with these tips and browse our Security Center for more best practices.

Many of us are moving everyday activities online—from school to socializing with friends and even medical appointments. You can help protect yourself and you...

01/05/2023

The “Jock Tax” may take a serious bite out of the earnings of athletes, entertainers, and others who earn income conducting business in multiple states. Morgan Stanley recently sat down with EisnerAmper to discuss planning for the "Jock Tax." Listen to this audiocast to learn more: https://mgstn.ly/3FNcq9N