The Hoover Schmidt Group at Morgan Stanley

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

10/20/2023

Advice, insights and a personalized plan focused on you and your goals. Visit our website to learn how we can help: https://fa.morganstanley.com/thehooverschmidtgroup

10/19/2023

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

When it comes to cybersecurity, knowledge is your first line of defense.

10/17/2023

Seniors are often a target of financial exploitation and fraud. Let’s discuss how to protect yourself or your loved ones from scams.

Financial abuse of older citizens is one of the most common crimes in the US. But there are ways to protect you or your loved ones from scams like these.

10/13/2023

Concerned about recent market volatility and how it might impact your current retirement plan? The team and I may be able to help you stay on track, even if markets are less than cooperative.

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

10/06/2023

Planning an international trip? Here are a few money tips to help you enjoy your travels.

Consider these tips when planning for foreign travel and perhaps save yourself time, money and headaches.

10/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.52% 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/3tda3ZL

09/29/2023

Building and preserving wealth may involve not only maximizing your investment returns, but also enhancing your portfolio's tax efficiency. Let's discuss how we can customize a strategy for you.

Factoring the impact of taxes into your investment decisions can help you to keep more of your hard-earned money, both now and in the future.

09/26/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

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.

09/19/2023

Happy Fall! The seasons changing are always a good time to reflect on your goals. Let's connect to see how we can make sure you're on track before the end of the year.

09/15/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/14/2023

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help deter cybercriminals.

Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.