George D. Marateo, Financial Advisor at Morgan Stanley

05/11/2023

Without a succession plan in place for your art collection, your heirs may be entangled in a legal battle for ownership. Let’s sit down and discuss a plan for your art collection.

Having an estate plan that considers your collection’s legacy may help preserve its value and avoid trouble for future generations.

04/28/2023

Thinking about your legacy? Learn how a trust can help you pass on assets.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

04/21/2023

At least once a year, it’s a good idea to see if the amount you’re saving and investing is on pace to equal the money you’ll need in retirement. Let’s discuss how I can help.

Given recent market volatility, checking in on your retirement plan may make a lot of sense.

04/18/2023

Are we in the age of AI? Learn Morgan Stanley research’s views on the near- and long-term potential for generative AI tools, and other trends in tech, media and telecom.

Why Morgan Stanley analysts think the excitement around generative AI is more than just hype, plus other trends in tech, media and telecom.

04/17/2023

Ever wonder what it’s like to work with Morgan Stanley? Listen and follow our new podcast “What Should I Do With My Money?” to hear how a relationship with a Financial Advisor like me can help you with financial questions around parenthood, home ownership, retirement planning and more. https://bit.ly/41q46Vk

04/13/2023

April is Financial Literacy Month! Let’s connect about your plan and discuss how you’re progressing towards your goals.

Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Whatever your needs are, consider these tips to help.

04/04/2023

Carving out your opportunity to combat climate change with philanthropy can feel overwhelming at first. Morgan Stanley partnered with the Aspen Institute to highlight five approaches to climate giving. Let’s discuss how you can make an impact.

There are many ways to make a meaningful impact in climate philanthropy. Here are five approaches to consider.

03/21/2023

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

While you’re busy gathering your paperwork for tax season, cybercriminals are devising schemes to steal your identity and money. Know how to protect yourself and your loved ones.

03/14/2023

Food retailers could see increased competition in the year ahead and may lose some defensive shine as investors turn favor to cyclical stocks. Here’s how Morgan Stanley Research analysts think investors could manage the rotation.

Morgan Stanley Research thinks packaged foods could be an investor haven through at least the first half of 2023, while grocery retailers could see a return to competing for customers with deals and discounts.

02/14/2023

If you missed the E*TRADE Baby Wedding during the big game, here’s your chance to see what everyone’s been talking about.

When your next steps are walking down the aisle, it pays to have a great best man and an even better portfolio. more at https://us.et...

01/30/2023

Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s take some time to meet and make sure you’re on track.

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.

01/22/2023

May the Year of the Rabbit be good to you. Happy Lunar New Year!