Eva Marina Ovejero, Financial Advisor at Morgan Stanley

02/21/2023

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

01/12/2023

Let’s take some time to review progress towards your financial goals and plan for your priorities in the new year.

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

12/13/2022

Tax-smart investing can help lower your tax burden and grow your wealth over time. Before the new year, let’s discuss strategies available to you.

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

11/15/2022

As we look towards the new year, consider these ways to support the people and causes you value.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

10/21/2022

Financial abuse of older citizens is one of the most common crimes in the U.S. But there are ways to protect you 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

09/20/2022

A key strategy for boosting long-term returns—which may not necessarily add risk—is being smart about tax efficiency. Here’s how.

Tax strategies can have a surprisingly large potential impact on lifetime wealth accumulation. Here are some of the techniques that could help you keep more money growing.

08/16/2022

Planning for retirement isn’t over once you’ve stopped working. Here are five common mistakes people make in retirement—and how to avoid them.

How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.

06/14/2022

With your Tax Advisor, I can help you review your 1040 to see if you may have opportunities to reduce your tax bill next year. Let’s talk about which tax-smart strategies may work for you.

Examining your Form 1040 may reveal opportunities to save money hidden between its lines. You may be surprised by what you find.

05/20/2022

“When people understand that you are doing something that's bigger than just yourself, they start to see you as a leader.” Discover how getting involved in your community can open new doors in your career with Nameeta Kamath-Baxter, Vice President of Morgan Stanley Wealth Management.

Giving back benefits more than the community—it can accelerate your career. Learn how to evolve your role with Nameeta Kamath Baxter, Vice President of Morga...

05/19/2022

In a volatile market like the current one, it's easy to let emotions get in the way. Having a plan and sticking to it can help you avoid common mistakes. Learn more here:
https://mgstn.ly/3NmLkHu

04/25/2022

Your child’s allowance can be an important tool for teaching about saving, spending, borrowing and giving. See some expert advice.

As your children grow into young adults, you can help them learn how to manage their own finances.