The MRK Group at Morgan Stanley

The MRK Group at Morgan Stanley Financial Service

Without a succession plan in place for your art collection, your heirs may be entangled in a legal battle for ownership....
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.

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

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 yo...
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.

Are we in the age of AI? Learn Morgan Stanley research’s views on the near- and long-term potential for generative AI to...
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/41grPYc

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

We are please to announce Tim Keegan has been named a Forbes 2023 Best-In-State Wealth Advisor .   We are honored for Ti...
04/11/2023

We are please to announce Tim Keegan has been named a Forbes 2023 Best-In-State Wealth Advisor . We are honored for Tim to be recognized among this group of outstanding Financial Advisors. A special thank you to our clients who helped to make this possible! Congratulations to our fellow Morgan Stanley Financial Advisors who were also recognized.

[Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://mgstn.ly/3UtdkxB]

Carving out your opportunity to combat climate change with philanthropy can feel overwhelming at first. Morgan Stanley p...
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.

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

Food retailers could see increased competition in the year ahead and may lose some defensive shine as investors turn fav...
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.

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

We are very proud to announce that Tim Keegan has been named to Morgan Stanley’s prestigious Masters Club, a group of th...
02/02/2023

We are very proud to announce that Tim Keegan has been named to Morgan Stanley’s prestigious Masters Club, a group of the Firm’s successful Financial Advisors. We appreciate this recognition of his dedication in providing a wide range of services to our clients.

Disclosure: https://mgstn.ly/3J3ywqw

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