John Jeffery, Financial Advisor at Morgan Stanley

12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

12/08/2023

Giving gifts to family members remains a cherished part of the holiday routine for many. Let’s discuss some financially smart ways to approach this tradition. https://mgstn.ly/3RJmJ4J

12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/06/2023

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.

11/29/2023

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/3Gi9b9L

11/13/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

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.

10/05/2023

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

09/14/2023

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.

08/21/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.32% 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/3DY2lVF

08/14/2023

More than half of American workers, around 55.5%, lack access to employer-sponsored retirement plans, according to data from a new EIG analysis released August 10. Click the link below to learn more.

https://401kspecialistmag.com/too-many-low-income-workers-lack-access-to-retirement-plans-eig/

08/10/2023

The BlackRock Read on Retirement survey finds that more individuals are experiencing
"financial burnout," as 30% plan to delay retirement while 56% feel "on track"—a 12% dip
compared to 2021 and a 7% drop from last year. Click the link below to read more.

https://401kspecialistmag.com/a-third-of-workplace-savers-plan-to-delay-retirement/