Michael Bowden, Financial Advisor at Morgan Stanley

01/10/2024

I am thrilled to announce that The Patuxent Group at Morgan Stanley has been named one of Forbes Best-In-State Wealth Management Teams for 2024.

Thank you to our clients for entrusting our team, we look forward to maintaining these standards in the New Year. I would also like to congratulate our other Morgan Stanley colleagues who got recognized for their hard work.

[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/41Q2HsB)]

12/31/2023

Wishing everyone a happy and healthy New Year! May 2024 unfold with opportunities and success.

12/26/2023

Whether you want to donate to charity or invest in a loved-one’s future, consider these ways to help make your giving go further.

If you’re inclined to help others, consider these ways to make your giving go further.

12/22/2023

Wishing you and your loved ones a season filled with warmth, joy and cherished moments. Happy Holidays from The Patuxent Group at Morgan Stanley!

12/21/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

12/18/2023

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare your portfolio for next year.

Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.

12/14/2023

As we look to close out the year on a healthy and hopeful note, reach out to discuss 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.

12/12/2023

Thinking about year-end tax considerations? One option is diversifying a concentrated position. Let’s discuss how these 4 strategies may help.

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

11/28/2023

For , I encourage you to support a cause you care about.

If you’re planning to give to charity before the end of the year but need more time to decide where to ultimately direct those assets, or would like to donate to a number of different causes over the course of many years, a donor advised fund (DAF) may be a good option. To learn more read the article below and feel free to reach out with any questions.

There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact.

11/23/2023

Wishing everyone a Happy Thanksgiving from my family to yours!

May your day be filled with joy, laughter, and moments to cherish.

11/13/2023

Thinking about your legacy? Let’s connect and discuss how a trust can help you pass on assets to loved ones.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.