The BHR Group at Morgan Stanley

01/11/2024

The BHR Group at Morgan Stanley is proud to be named one of Forbes Best-In-State Wealth Management Teams for 2024. Grateful for this recognition, we remain steadfast in challenging the status quo and exceeding expectations in delivering the highest level of advice, guidance, and service excellence.

A heartfelt thank you to our incredible clients – this achievement is a testament to your trust and partnership!

Source: Forbes (Awarded Jan 2024). Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
https://www.morganstanley.com/disclosures/awards-disclosure.html

06/21/2022

How is America’s largest automaker gearing up for a new era of EV innovation? Morgan Stanley sits down with Ford’s CEO, Jim Farley.

How is America’s leading auto brand gearing up for a new era of EV innovation? Morgan Stanley sits down with Ford’s CEO Jim Farley, to discuss why the company is splitting into two divisions.

05/17/2022

What role does capitalism play in unlocking human potential? Nasdaq CEO Adena Friedman has some big ideas.

Nasdaq was one of the world’s first modern disrupters. Now, almost 50 years later, the company is on a mission to disrupt itself. The Morgan Stanley Interview with Nasdaq CEO Adena Friedman.

04/28/2022

Has COVID-19 became the ultimate catalyst for connectivity acceleration? Watch as Verizon CEO Hans Vestberg sits down with Morgan Stanley to discuss the future of connectivity.

Connectivity has become as vital to our world as water and power. So how do we build networks that provide access to information at a cost that helps bridge the digital divide? Watch our engaging conversation with Verizon CEO Hans Vestberg.

03/23/2022

A smart withdrawal strategy can go a long way- especially when it comes to funding a getaway. Learn how you can enjoy your travels and hopefully worry less about taxes with our Intelligent Withdrawals tool.

Please click here to contact us :
https://advisor.morganstanley.com/the-bhr-group

or- view additional resources available to you:
https://www.morganstanley.com/articles/selling-stocks-taxes?cid=whmt-smfa-intellig-11267

03/18/2022

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and generate tax-advantaged growth potential in your accounts.

Please visit our website to learn more or DM : -
https://advisor.morganstanley.com/the-bhr-group

02/23/2022

Tax Season is here, Tax Day is April 18. Are you ready? Let’s talk about ways to keep your tax planning on track. Please reach out to discuss.
https://www.morganstanley.com/articles/tax-day-prep?cid=whmt-smfa-areyou-11127
https://advisor.morganstanley.com/the-bhr-group

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

02/10/2022

As the historic shift from fossil fuels to clean energy takes shape, what new technologies should investors watch? The future of energy in America.

Can U.S. utilities truly reach net-zero carbon emissions? Duke Energy CEO Lynn Good sits down with Morgan Stanley’s Stephen Byrd to discuss the steps ahead for the vast clean energy transition.

01/27/2022

How do we make the transition to clean energy with billions of legacy vehicles still in use? Ben van Beurden, CEO of Royal Dutch Shell, sits down with Morgan Stanley.

How do we make the switch to clean energy with billions of legacy vehicles in use? Ben van Beurden, CEO of Royal Dutch Shell, sits down with Martijn Rats, Global Oil Strategist to examine the debate.

01/23/2022

Why are people buying Bitcoin? Why are they avoiding it? Learn the cryptocurrency's characteristics, valuation approaches, its ESG considerations and more:

01/13/2022

The future of work was a big debate pre-pandemic, but COVID-19 has added a disruptive new wrinkle. Morgan Stanley discusses the new future of work with Uber CEO Dara Khosrowshahi.

The future of work was already a debate pre-pandemic, but COVID-19 continues to add a disruptive wrinkle. We sit down with Uber CEO Dara Khosrowshahi to discuss the ever-changing state of work.