The Derby City Group at Morgan Stanley

05/29/2025

In honor of 529 Day, learn more about saving for education costs and the tax advantages, flexibility and wide range of investment options that come with a 529 plan. https://livesocial.seismic.com/aHNI20

05/26/2025

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

05/22/2025

Join us on June 2nd for Investing 201: Mastering Portfolio Diversification and Risk Management. Whether you're starting your investment journey or looking to refine your strategies, this webinar will highlight actionable insights from Morgan Stanley experts and why asset allocation is so important in today's dynamic markets. Register here: https://livesocial.seismic.com/a2TaOS

05/14/2025

Personal finance is not a topic that's usually taught in school, but that doesn't mean you can't help your kids learn the basics. This six-step checklist can help get you started. https://livesocial.seismic.com/a5GT7B

05/08/2025

As trade policy and Fed independence fears turned to momentary relief, markets retraced almost all losses in April. Find out more in On The Markets.

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04/28/2025

Wishing everyone a great Derby Week from the Derby City Group at Morgan Stanley! Good luck to all of our clients and friends heading out to the track this week! https://livesocial.seismic.com/aaGzm1

04/25/2025

I'm proud to share that I have been named to the 2025 Forbes ranking of Best-In-State Wealth Advisors. It's an honor to be recognized among this exceptional group of my peers.

[Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025]

04/21/2025

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here.

brightcove.net

02/28/2025

When the market is volatile, everyone thinks about their financial future and the potential impact such fluctuations may have on their accounts. However, it is during these turbulent times that it's important to remember certain basic, time-tested principles of investing. https://livesocial.seismic.com/a8T4Sg

02/19/2025

Your last decade in the workforce can help set you up for success when you're ready to retire. Discover the steps we can take together to help ensure your golden years are what you intend them to be. https://livesocial.seismic.com/aT5PS4

02/10/2025

Tax-loss harvesting is a tax-efficient investing strategy that can help reduce taxes from your investments year-round. Learn more.

morganstanley.com

02/07/2025

Chinese AI challengers and tariff tremors are impacting an array of financial markets, with important implications. Find out more in On the Markets.

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