Tyler W. Thomas, Financial Advisor at Morgan Stanley

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

Morgan Stanley clients with eligible brokerage accounts can earn 4.25% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate.

Take advantage of this special opportunity to consolidate your cash at Morgan Stanley.

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/41zR0oA

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.

03/06/2023

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.

02/16/2023

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings.

The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

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.

01/31/2023

Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect.

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

01/30/2023

I’m proud to share that I have been promoted to Associate Vice President at Morgan Stanley. I am so thankful for the daily opportunity to serve my clients and their families, helping them to make educated financial decisions and execute on a well thought out financial plan. I appreciate the continued introductions from each of you, as you connect us with folks you care about that we can help. I see this as the ultimate compliment and what we strive for daily. I am truly blessed to have a great mentor along the way, a wonderful team, and a top-class firm. I look forward to continuing to build our client relationships and grow in the years to come.

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.