Christine Scimeca, CFP, Chfc, Financial Advisor First VP at Morgan Stanley

11/28/2023

After taking advantage of Black Friday and Cyber Monday deals and sales, now might be a good time to check in on your budget for the holiday season. I can help you plan for your end-of-year financial goals. Feel free to check out my website for additional resources: https://advisor.morganstanley.com/the-evergreen-northshore-group

11/27/2023

Thinking about year-end tax considerations? One option is diversifying a concentrated position. Let’s connect and discuss how these 4 strategies in the article below may help.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

11/16/2023

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.

10/17/2023

How can investors like you navigate today’s higher-interest-rate environment? Check out the latest market commentary and let’s discuss.

Why interest rates and economic growth could surprise to the upside and how investors can prepare.

09/28/2023

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.

09/26/2023

Losses are painful, but investors who can stay focused on their goals, rather than obsessing over monthly returns, will likely be better off in the long run. See why: https://mgstn.ly/3LnJcR6

Whether it is panic selling, hiding out in cash, or trading frantically during volatile markets, investors tend to make several mistakes that can hurt them long-term. Know how to spot—and avoid—the most common bad behaviors.

09/23/2023

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.

09/19/2023

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.

09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.

09/07/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.37% 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/3Riqs9B

08/31/2023

Learn why stronger-than-expected performance in construction and infrastructure has led us to increase our U.S. GDP forecast for the second half of 2023.

Construction and infrastructure are showing stronger-than-expected growth, improving GDP forecasts for the second half of the year.

08/29/2023

Technology is driving a rapid shift in the global education market. Learn why companies with the potential to offer innovative solutions can gain share while providing compelling sustainability benefits.

How technology can drive efficiency and consolidation in global education to create an estimated $8 trillion market by 2030.