The Edwards Group at Morgan Stanley

12/25/2023

As the year draw to a close, we want to thank you for your continued trust and support. We are proud of the progress we have been able to make together and we look forward to helping you achieving your goals in the new year. We wish you a happy and prosperous holiday season and a prosperous 2024.

12/05/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.41% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3GsBgv5

04/28/2023

Thinking about your legacy? Learn how a trust can help you pass on assets.

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.

04/21/2023

At least once a year, it’s a good idea to see if the amount you’re saving and investing is on pace to equal the money you’ll need in retirement. Let’s discuss how I can help.

Given recent market volatility, checking in on your retirement plan may make a lot of sense.

04/17/2023

Ever wonder what it’s like to work with Morgan Stanley? Listen and follow our new podcast “What Should I Do With My Money?” to hear how a relationship with a Financial Advisor like me can help you with financial questions around parenthood, home ownership, retirement planning and more. https://bit.ly/41hVpg4

04/13/2023

April is Financial Literacy Month! Let’s connect about your plan and discuss how you’re progressing towards your goals.

Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Whatever your needs are, consider these tips to help.

03/31/2023

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.

03/22/2023

Today the Fed announced the results of their March meeting. Interested in what that may mean for you? Feel free to connect with me and/or visit:

The Federal Reserve Board of Governors in Washington DC.

03/22/2023

The Fed is concluding their March meeting today. Interested in what that may mean for you? Feel free to connect with the team:

The Edwards Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Insights and Outcomes, Retirement for Plan Sponsors, and Financial Wellness.

03/20/2023

Spring has Sprung! This season is a great time to begin Spring cleaning your finances. Tidying up your finances can bring a sense of renewal and peace of mind. Happy cleaning!

03/19/2023

Happy International Client Day! Today we thank you for your continued trust in our team. You are our greatest asset.

03/17/2023

Happy St. Patrick's Day! May the luck of the Irish be with you today and always. Don't forget to wear green and celebrate responsibly!