The Lighthouse Group at Morgan Stanley

The Lighthouse Group at Morgan Stanley We harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that works for you.

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NMLS #: 1275808, 1274680, 1290400

As the 2024 election nears, potential tax changes, Social Security reforms and health-care policy shifts loom. What shou...
03/19/2024

As the 2024 election nears, potential tax changes, Social Security reforms and health-care policy shifts loom. What should investors know?

www.morganstanley.com

Happy St. Patrick's Day! You can't rely on a four-leaf clover for luck, but we can work together to set up personalized ...
03/17/2024

Happy St. Patrick's Day! You can't rely on a four-leaf clover for luck, but we can work together to set up personalized strategies to reach your financial goals.

Don't get fooled by scammers this tax season. Learn how to protect yourself from fraud and identity theft.
03/14/2024

Don't get fooled by scammers this tax season. Learn how to protect yourself from fraud and identity theft.

www.morganstanley.com

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you ...
03/02/2024

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

www.morganstanley.com

As you prepare to file your 2023 taxes, let's discuss opportunities to implement additional tax-efficient strategies to ...
01/29/2024

As you prepare to file your 2023 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan.

www.morganstanley.com

In 2024, make yourself a priority. Reserved Living & Giving offers discounts on top health and wellness brands for a hap...
01/27/2024

In 2024, make yourself a priority. Reserved Living & Giving offers discounts on top health and wellness brands for a happier, healthier you: https://livesocial.seismic.com/aDBSra

01/25/2024

January is Financial Wellness Month. Celebrate by making sure your finances are prepared to help you achieve the future you want. Learn how by visiting our Planning for the Future page. https://livesocial.seismic.com/aKOdQi

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

Wishing everyone a happy and healthy New Year!
01/01/2024

Wishing everyone a happy and healthy New Year!

Whether you want to donate to charity or invest in a loved-one’s future, consider these ways to help make your giving go...
12/22/2023

Whether you want to donate to charity or invest in a loved-one’s future, consider these ways to help make your giving go further.

If you’re inclined to help others, consider these ways to make your giving go further.

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help ...
12/20/2023

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

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